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SJ Accounting Consulting CPA CFP®
- Accountants
- Milpitas, CA
About this business
Sean is a CPA and CFP®. Only 4% of CPAs are holding CFP® Certificate thus it is a very unique and limited. Ben Franklin says "Failing to Plan is Planning to FAIL!"- As our mission is NOT to provide low quality services to a large number of clients. BUT to provide a high quality service (Saving taxes and maximize refund) to certain limited business and high net-worth individual clients with reasonable price. Sometimes, your tax preparer (CPA, EA) only prepares your tax return once a year without knowing your financial... read more
Location details
1525 McCarthy Blvd #1000, Ste 1000, Milpitas, CA, 95035, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | 9:00 a.m. to 3:00 p.m. | |
| Sun | Closed |
Sean and his team did good job on my personal tax and business tax filing , fast and efficient, highly recommended
I had a awesome tax filing with Sean, Lee. He and his staff always listen to me about my request. He kindly explain how to approach my tax filing and answered all of my question.
Sean has made our taxes stress free for the past two years! He helped us with a complicated out-of-state situation our first year, and most recently helped us file an amendment for something I had left out. I really appreciate his quick responses and turnaround, and am so glad we made the decision to switch from TurboTax.
My entire family has been using the same accountant for years but she finally retired. In my search I found Sean and I'm very glad I did! I've been doing things in a less-than-optimal manner for years without knowing it and he straightened up my books in ways I would never have figured out. I would highly recommend him and have referred many of my colleagues and family.
Sean filed my personal taxes, and also amended previous returns where TurboTax had incorrectly processed my Schedule K forms. We were able to exchange tax forms electronically via Google Drive after an initial meeting at his office. Sean was straightforward and easy to communicate with. He was quick to respond to my emails, even outside office hours.
Frequently asked questions about SJ Accounting Consulting CPA CFP®
How is SJ Accounting Consulting CPA CFP® rated?
SJ Accounting Consulting CPA CFP® has a 5 star rating with 6 reviews.
When is SJ Accounting Consulting CPA CFP® open?
SJ Accounting Consulting CPA CFP® is closed now. It will open tomorrow at 9:00 a.m.
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