Sauza Tax & Real Estate, LLC
Sauza Tax & Real Estate, LLC

Sauza Tax & Real Estate, LLC

Top Pro

$175
starting price


Responds in about 40 min

Introduction
**Homeowners who list with us will receive free personal income tax preparation for life upon selling your home!* **Homebuyers who work with us will enjoy complimentary personal tax return filing for as long as you own your home!** *Please note: We do not prepare taxes for the state of New York. Our expert tax strategists are here to assist you with both tax preparation and income tax planning. We specialize in real estate rental tax returns and self-employed small business returns, saving our clients millions in tax savings—and we’re currently accepting new clients! Experience the convenience of virtual tax preparation! File your taxes from the comfort of your home, and easily upload documents by snapping a picture with your phone. If you need assistance, our support team is just a chat away at sauzatax.com. Rest assured, all tax filings are processed through a secure server, ensuring the highest level of confidentiality. With 18 years of combined experience in banking, mortgage, and tax sectors, our team has proudly served top organizations like Citibank, JPMorgan Chase, H&R Block, Jackson Hewitt, and Intuit. Having provided tax counsel to TurboTax clients, we offer you expert insights and strategic advice to effectively manage your tax responsibilities. Feel free to reach out with any questions or to get started! Se Habla Espanol **¡Los propietarios que listan con nosotros recibirán preparación de impuestos personales gratuita de por vida al vender su casa!* **¡Los compradores que trabajen con nosotros disfrutarán de la presentación gratuita de su declaración de impuestos mientras sean propietarios de su hogar!** *Nota: No preparamos impuestos para el estado de Nueva York. Nuestros expertos estrategas fiscales están aquí para ayudarlo tanto con la preparación de impuestos como con la planificación fiscal. Nos especializamos en declaraciones de impuestos para alquileres de bienes raíces y para pequeños negocios/autónomos, ahorrando a nuestros clientes millones en impuestos, ¡y actualmente estamos aceptando nuevos clientes! ¡Experimente la conveniencia de la preparación de impuestos virtual! Presente sus impuestos desde la comodidad de su hogar y suba documentos fácilmente tomando una foto con su teléfono. Si necesita ayuda, nuestro equipo de soporte está a solo un chat de distancia en sauzatax.com. Tenga la seguridad de que todas las declaraciones de impuestos se procesan a través de un servidor seguro, garantizando el más alto nivel de confidencialidad. Con 18 años de experiencia combinada en los sectores de banca, hipotecas e impuestos, nuestro equipo ha servido con orgullo a organizaciones de primer nivel como Citibank, JPMorgan Chase, H&R Block, Jackson Hewitt e Intuit. Habiendo proporcionado asesoramiento fiscal a clientes de TurboTax, le ofrecemos información experta y consejos estratégicos para gestionar eficazmente sus responsabilidades fiscales. ¡No dude en contactarnos si tiene alguna pregunta o para comenzar!
Overview

Current Top Pro

Hired 172 times

Serves West Covina, CA

Background checked

3 employees

24 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

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2023

Top Pro Icon

2022

Featured Projects

5 photos

Specialties
Special tax situations

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Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Exceptional 5.0

41 reviews

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Read reviews that mention:


pro avatar
Megan H.
Aug 30, 2024
·

Hired on Thumbtack

Hired on Thumbtack

Jose was very responsive and quickly put our mind at ease. He helped minimize our tax bill by thousands. We were experiencing stress and anxiety over this bill for a while trying to find someone to help with no luck. From the very beginning Jose was clear on what to expect and how long it would take. He explained what he was doing and how he was doing it in a way we could understand. I would highly recommend Sauza Tax & Real Estate. Jose thank you for all your help!
Individual Tax Preparation
pro avatar
Cynthia O.
May 31, 2024
·

Hired on Thumbtack

Hired on Thumbtack

Working with Jose was fantastic. He was extremely flexible and helpful. He made sure I had what I needed and even took the time to explain things I hadn't considered. Very professional and kind. I will use them again in the future. Thank you Jose and Sauza Tax
Individual Tax Preparation
pro avatar
Jennifer M.
May 16, 2024
·

Hired on Thumbtack

Hired on Thumbtack

Absolutely the most considerate and understanding tax person I have run into. He is very knowledgeable and helpful. I recommend him with 5 stars for sure.
Individual Tax Preparation
pro avatar
Gautam C.
Apr 7, 2024
·

Hired on Thumbtack

Hired on Thumbtack

Jose provided quick, professional guidance on a non-trivial capital gains tax situation . Was patient with my detailed questions and succinct in his advice. Highly recommend.
Individual Tax Preparation
pro avatar
Nick C.
Feb 7, 2024
·

Hired on Thumbtack

Hired on Thumbtack

Jose was incredibly reliable and efficient in handling my taxes. He did a stellar job of maximizing my deductions, ensuring I received the best possible outcome. I highly recommend his services to anyone seeking expert assistance with their taxes.
Sauza Tax & Real Estate, LLC's reply
Nick, Thank you for such a wonderfully review. I enjoyed meeting you and hope you utilize the real estate advice we discussed during our session. I hope you come back for many years where we can eventually put a plan together to save you a ton of money.
Individual Tax Preparation
Credentials
Background Check

Jose Sauza