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Taxes in San Jose, CA

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Lucinda Layton, IRS Enrolled Agent

With over 28 years of experience in tax preparation, tax planning, and IRS dispute resolution, Lucinda Layton is a trusted expert in complex tax matters. As a federally licensed Enrolled Agent, she has unlimited rights to represent taxpayers nationwide. Lucinda holds a Bachelor’s Degree in Business Administration and has prepared thousands of tax returns, specializing in sole proprietors and real estate investments. She has helped hundreds of clients resolve IRS disputes and is known for her practical, results-driven approach. Deeply committed to the tax profession, Lucinda serves on the Board of Directors for the Mission Society of Enrolled Agents and is the Second Vice President of the California Society of Enrolled Agents. She is also an active member of the American Society of Tax Problem Solvers.

Block Advisors

At Block Advisors, we provide business tax services for entrepreneurs, small business owners, and self-employed individuals with ongoing tax and financial needs. Our local small business tax professionals can assist with small business tax preparation, bookkeeping, payroll services, and tax planning throughout the year. Serving businesses in San Jose, California, we work with sole proprietorships, partnerships, S corporations, and C corporations. Make an appointment with your local Almaden Expessway Block Advisors office or work with us from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.

Tax Deferral Strategies

From simple to complex transactions you can count on our experienced team of exchange facilitators for the expertise you need to reduce or defer your capital gains tax so you can build your wealth easier and faster. Carl Worden III is a financial services consultant who has helped many people, from all walks of life, successfully defer taxes on the sale of real estate and other assets. He has made himself the consultant for tax deferral and financial advice. With him, the client has access to many professionals-in-one location: financial advisor, real estate agent, real estate investor, 1031 exchange accommodator as well as some of the best CPA's, tax attorneys etc in the country. Whatever is needed for each individual client. Carl reaches out to the community by teaching tax deferral options at more than 75 different real estate offices throughout the Bay Area, and is now taking his professional services nationwide to help many more successfully manage their retirement and financial options.

Tax Preparation, Tax Resolution, Back Taxes. Tax Planning.

Palma Jose CPA - Jose Palma, CPA

Preparation of Income Tax of Individual, Corporations, Partnerships, Trusts and Estates.Representation before the IRS and Franchise Tax Board for Federal and State income tax audits, assistance with collection issues. Se habla español

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