Filing your taxes each year is not just a requirement — it’s also an opportunity to maximize your deductions, avoid costly mistakes, and secure your financial future. At TrustPoint, we provide individual tax preparation services in San Jose designed to make filing fast, accurate, and stress-free.
Whether you’re a W-2 employee, single filer, head of household, or filing jointly with your spouse, our experienced preparers ensure your IRS Form 1040 is completed correctly and on time.
Many individuals attempt to file taxes on their own using online software, but the smallest mistake can trigger an IRS letter, penalty, or delay in your refund. Working with a professional tax preparer means:
We help employees file federal and state returns, report income accurately, and ensure all withholdings and credits are applied.
If you support children or dependents, we help you qualify for Child Tax Credit, Earned Income Tax Credit (EITC), and other benefits.
We analyze whether it’s more beneficial to itemize deductions (mortgage interest, property taxes, charitable donations, medical expenses) or take the standard deduction.
We prepare returns that include 1099-DIV, 1099-INT, retirement distributions, or stock sales.
We help students and parents claim education-related tax credits such as the American Opportunity Credit and Lifetime Learning Credit.
To get started, bring the following:
Find answers to common questions about our legal services and how we can assist you.
Yes, if you have 1099 income, retirement distributions, or other taxable income, we’ll guide you through the filing process.
Most refunds are processed within 21 days if filed electronically with direct deposit.
Yes — we also handle amended tax returns (Form 1040-X).
TrustPoint Disability & Legal Services
Registration: LDA268
Expiration: 03/17/2027
Process serving provided by partner Fingerscan Digital Inc (Reg. PS1904)