First Tax & Financial - San Jose, California

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First Tax & Financial: A Reliable Tax Preparation Service

For individuals and small businesses seeking efficient and professional tax preparation services in the San Jose area, First Tax & Financial presents a focused and convenient solution. Located at 478 E Santa Clara St UNIT 211, San Jose, CA 95112, this firm offers a straightforward approach to managing your tax obligations. Their primary specialization is, as the name suggests, the preparation and filing of tax returns, catering to a client base looking for a streamlined experience.

Location and Accessibility

The firm’s address places them in the heart of downtown San Jose, a strategically chosen location to serve a diverse clientele. Notably, they offer wheelchair accessible parking lot, demonstrating a commitment to inclusivity and ensuring ease of access for all customers. The convenient location coupled with readily available parking – even during peak downtown traffic – is a significant advantage for those seeking a hassle-free experience.

Contact Information

Clients can readily connect with First Tax & Financial via phone at 4082949725. While they currently do not have a dedicated website, their focus appears to be on providing direct, personalized service. This streamlined approach can be appealing to those who value direct communication and a less complex process.

Services Offered & Key Features

• Tax Preparation: The core service offered is the preparation and filing of individual and business tax returns.
• Efficient Service: Initial customer feedback suggests a commitment to quick turnaround times, potentially minimizing the time clients spend dealing with their taxes.
• Personalized Attention: Given the absence of a website, it’s probable that the firm emphasizes direct interaction with clients, fostering a more personal service experience.

Customer Opinions & Overall Assessment

First Tax & Financial currently holds 2 reviews on Google My Business, with an average rating of 3/5. While the ratings are moderate, they indicate a basic level of service that likely focuses on core tax preparation needs. The comments suggest an emphasis on timely scheduling and ease of access to the location, which are positive aspects. It appears that clients appreciate the practical aspects of the service, such as convenient parking, alongside a relatively swift process.

Recommendation

First Tax & Financial represents a viable option for individuals or small businesses seeking a local and accessible tax preparation service. Its downtown location and commitment to wheelchair accessibility are noteworthy. While a more robust online presence would enhance its appeal, the firm’s focus on direct service and efficiency may be attractive to clients who prioritize a straightforward and uncomplicated tax preparation experience. We recommend contacting them directly at 408-294-9725 to discuss your specific tax needs and schedule an appointment.

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👍 Reviews of First Tax & Financial

Joseph N.

5/5

I received an appointment with a less than 24 hour schedule turnaround during a busy tax season. Parking was easy in a crowded downtown. Service took less than 30 minutes. Gotta love it!

Myrhh M.

1/5

Do not go here. They are literally the worst business ever. Try calling and you’ll see how unprofessional the whole business is.