First Tax Service, Inc. Claim business
About
Trusted advisors to individual and small businesses throughout the South Bay. Offering tax, bookkeeping, and payroll services.Services Offered
- Services for Series A Startups
- Accounts Payable
- Bookkeeping
- Business Consulting
- E-Commerce / Shopify
- IRS Representation
- New Business Formation
- Part-Time CFO Services
- Payroll
- Sales Tax
- Tax Preparation
- Tax Planning
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Reviews
A Quick Look at Customer Sentiment
First Tax Service consistently receives high praise for its friendly, professional, and knowledgeable team, with many clients expressing long-term loyalty and gratitude for the exceptional tax planning, bookkeeping, payroll, and international tax expertise provided by Anh, Vien, and others. Clients appreciate the efficient, responsive communication via modern platforms, although a few concerns about pricing transparency and calculation errors in complex cases (notably involving ESPPs) have been raised.
Deep Dive: Detailed Analysis of Customer Reviews
We’ve gathered and analyzed reviews from real customers across the web to give you an in-depth look at their experiences with First Tax Service, Inc.. Here’s what people are saying about their service quality, professionalism, and reliability:
Overall Experience & Satisfaction
Clients consistently express gratitude and relief from working with First Tax Service. Long-term relationships spanning over a decade highlight a strong sense of loyalty, and many feel that the team has become a trusted advisor in navigating the complexities of both individual and business taxes.
Service Quality & Expertise
The service quality is noted as outstanding, with numerous mentions of exceptional tax planning, diligent bookkeeping, and efficient payroll management. Anh is frequently praised for her expertise, thoughtfulness, and forward-thinking approach, while Vien is recognized for his meticulous attention to detail. The team is generally viewed as highly capable in handling diverse financial needs, although a couple of reviews flagged issues with complex cases like ESPPs, suggesting room for clearer guidance in those areas.
Customer Service & Communication
Many clients commend the clear, prompt, and courteous communication. The use of the TaxDome app for notifications, document uploads, and signatures has enhanced convenience and transparency. Staff are described as friendly and accommodating, making clients feel supported throughout the process. A few customers noted delays in follow-up communication, particularly when additional charges were discussed, but these instances were isolated compared to the overall positive feedback.
Value for Money & Pricing Transparency
Most reviews indicate that clients feel they receive great value for their investment, with reasonable pricing and significant savings through expert tax deductions. However, there were isolated criticisms regarding perceived overpricing, especially in cases involving amendments and ESPPs, where some clients felt that the charges did not reflect the service quality they expected.
Timeliness & Efficiency
The team is praised for quick and efficient service, with timely preparation of returns and prompt response to payroll queries. The efficient workflow, which includes easy digital interfacing with clients, adds to the overall satisfaction, although a few reports of delayed follow-up were noted in exceptional cases.
Professionalism & Trustworthiness
Professionalism is a hallmark of First Tax Service, and clients feel they are in good hands. Whether dealing with routine tax matters or more complex financial issues, the staff maintain a high level of integrity and trustworthiness. Even when mistakes occurred, such as errors in handling capital gains, the resolution process was managed in a calm and respectful manner.
Facility, Environment & Ambience
The office environment, whether in-person or virtual, is described as welcoming and friendly, complemented by a bilingual setting that caters to both English and Vietnamese speakers. Although most reviews focus more on the team itself, the ambience contributes to an overall sense of comfort and approachability.
Accessibility & Convenience
The service is highly accessible, utilizing modern digital tools to facilitate communication and document management. Clients appreciate the ease of scheduling consultations, accommodating odd-hour support, and the overall convenience of having a one-stop shop for their tax, bookkeeping, and payroll needs.
Problem Resolution & Follow-up
Effective problem resolution is a key strength, with many reviews praising the proactive follow-up and readiness to rectify issues. Instances where miscalculations or additional charges were contested were handled with a willingness to discuss and resolve the matter, thus restoring client confidence even after initial setbacks.
Unique Strengths & Areas for Improvement
The unique strengths of First Tax Service include its long-standing client relationships, extensive expertise in tax planning and financial management, and a friendly, supportive team that makes clients feel like family. However, some reviews suggest improvements in the handling of complex tax situations (e.g., ESPPs) and a need for greater pricing transparency to avoid perceptions of overcharging. Overall, these insights provide a balanced view that underscores a commitment to excellent service while recognizing areas where further refinement could enhance client satisfaction even more.
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Get Directions Lundy Avenue, San Jose, California
Working Hours
- Mon 10AM - 06PM
- Tue 10AM - 06PM
- Wed 10AM - 06PM
- Thu 10AM - 06PM
- Fri 10AM - 06PM
- Sat - Closed
- Sun -
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