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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!" 

 

 

 

 

 

Our minimum personal tax return preparation fee is $600. 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 (only Tax season) 
Sunday                    Closed

Pleasanton Office:

4695 Chabot Dr. Suite 200
Pleasanton, CA 94588

 

Monday -  Friday     9:00 am - 1:00 pm

Saturday                  Not Available  (Online Meeting Only) 

Sunday                    Closed

© by Sung(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 

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