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!" 

 

 

 

 

 

 

 

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 due to the Order to Shelter in Place was issued by the Health Officer of the County of Santa Clara.  However, we are happy to offer a virtual conference call meeting with online screen-sharing (we can see face-to-face each other) rather than visit our office.

* Important Note

Our minimum personal tax return preparation fee is $400. If your tax return is too simple for our minimum fee, please DO NOT fill out the form.

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

© by Sean Lee, CPA CFP®  Milpitas CPA CFP

CPA Milpitas CPA CFP Tax Accountant Accounting San Jose  CPA CFP, Santa Clara CPA CFP, Sunnyvale CPA CFP, Cupertino CPA CFP, Campbell CPA CFP, Saratoga CPA CFP, Los Gatos CPA CFP, Los Altos CPA CFP, Menlo Park CPA CFP, Palo Alto CPA CFP, Mountain View CPA CFP, Oakland CPA CFP, Pleasanton CPA CFP, Silicon Valley CPA CFP, Bay Area CPA CFP 

CPA Milpitas CPA CFP

CPA Milpitas CPA CFP Tax Accountant Accounting San Jose  CPA CFP, Santa Clara CPA CFP, Sunnyvale CPA CFP, Cupertino CPA CFP, Campbell CPA CFP, Saratoga CPA CFP, Los Gatos CPA CFP, Los Altos CPA CFP, Menlo Park CPA CFP, Palo Alto CPA CFP, Mountain View CPA CFP, Oakland CPA CFP, Pleasanton CPA CFP, Silicon Valley CPA CFP, Bay Area CPA CFP