First-Time Client Form & Quote

"If you want a quote for our firm service price, please fill out the First client form below. Once you fill out the form, we will send you a quote. If you agree with our quote, we will schedule an appointment. Thank you!" 

 

 

 

 

 

* Important Note

Our minimum personal tax return preparation fee is $500. If your tax return is too simple for our minimum fee, please DO NOT fill out the form.

 

The National Emergency with COVID19, the safety and well being of all our community remains our top priority! Please understand we are not able to meet in person.  However, we are happy to offer a virtual video call meeting with online screen-sharing (both parties can see face-to-face) rather than office visit.  

Locations & Hours

Phone: 408-430-7326 or
Email: info@sj-acct.com

Milpitas Office:

1525 Mccarthy Blvd.,

Suite 1000

Milpitas, CA 95035

Monday -  Friday     9:00 am - 5:00 pm
Saturday                  9:00 am - 3:00 pm 
Sunday                    Closed

Pleasanton Office:

4695 Chabot Dr. Suite 200
Pleasanton, CA 94588

 

Monday -  Friday     9:00 am - 5:00 pm

Saturday                  9:00 am - 3:00 pm 

Sunday                    Closed