Start your tax filing today with a registered tax preparer. Affordable flat-fee services for individuals, businesses, and ITIN applications. Complete the quick form below to schedule your appointment.
If you’ve been searching “tax preparer near me” or “I need help with my taxes”, you already know how stressful tax season can be. At TrustPoint Disability & Legal Services LLC, we make the process easier, faster, and more accurate.
Here’s why San Jose residents and businesses choose us:
As an IRS-approved W-7 Acceptance Agent, we handle ITIN applications and renewals directly.
We participate in the Annual Filing Season Program (AFSP), ensuring we stay current with IRS rules and updates.
We review and file previous income tax returns that were never submitted, helping clients catch up and avoid penalties.
We prepare returns for landlords, making sure you get all the deductions and credits you deserve.
If you filed incorrectly in the past, we file amended returns to claim missing credits or correct mistakes.
At Trustpoint, we understand that navigating the complexities of tax preparation can be daunting. Whether you’re managing multiple income streams or filing for the first time, our expert team is here to provide comprehensive support. We ensure accuracy and maximize your eligible deductions, making the process seamless and stress-free.
Running a business requires compliance and tax planning. We assist entrepreneurs, contractors, and corporations with:
Schedule C filings for self-employed professionals
LLC and corporate income tax returns
Payroll tax compliance and reporting
Catch-up tax filing for businesses behind on prior-year returns
Year-round tax planning services to reduce liabilities
When business owners look up “small business tax preparation near me” or “business tax professional near me”, they turn to us for reliable service.
If you don’t qualify for a Social Security Number, you may need an ITIN to stay compliant with the IRS. We specialize in:
An Individual Taxpayer Identification Number (ITIN) is for individuals who must file taxes but don’t qualify for a Social Security Number. ITIN holders include:
ITINs don’t provide work authorization or Social Security benefits. They’re strictly for tax filing and compliance.
DIY and online tax tools often miss opportunities for savings. Common issues we fix include:
Incorrect ITIN or SSN numbers
Missed real estate and rental property deductions
Incomplete past-year filings
Overpaid taxes that require an amended return
Working with a local tax preparer in San Jose means you’ll have peace of mind knowing your return is accurate and optimized.
Yes. We specialize in back tax filing. If you’ve missed several years, we can review your records, prepare the unfiled returns, and help you get back in good standing with the IRS.
An amended tax return (Form 1040-X) is filed when you need to correct mistakes on a previously submitted return. This could include claiming overlooked deductions, fixing income reporting, or updating your filing status.
Yes. We prepare tax returns for landlords and investors. Our services include claiming mortgage interest, property tax, depreciation, repairs, and other rental property deductions to ensure you receive all eligible credits.
An Individual Taxpayer Identification Number (ITIN) is issued by the IRS for individuals who need to file taxes but don’t qualify for a Social Security number.
If your ITIN has expired, we can file a renewal application (Form W-7) as an IRS-approved acceptance agent. This ensures your tax return is processed without delays.
Our pricing is flat-fee and affordable, unlike many large tax preparation companies that charge by form or complexity. Costs depend on whether you need individual filing, business returns, ITIN applications, or amended/back taxes, but you’ll know the price upfront.
Yes. We provide income tax preparation for seniors, including maximizing retirement-related deductions, Social Security reporting, and credits designed for retirees.
Absolutely. We prepare Schedule C, LLC, and corporate filings, as well as payroll tax reporting. We also provide tax planning services to help small businesses lower liabilities year-round.
We offer both in-person appointments at our San Jose office and remote filing options. Many clients prefer to drop off their documents or upload them securely online, while still receiving personalized tax help.
Getting started is easy. Call us directly or complete the contact form above to schedule your consultation. We’ll review your needs — whether it’s current-year filing, back taxes, amended returns, or ITIN assistance — and start right away.
Don’t let legal issues hold you back. Contact us for expert legal help in San Jose.
TrustPoint Disability & Legal Services
Registration: LDA268
Expiration: 03/17/2027
Process serving provided by partner Fingerscan Digital Inc (Reg. PS1904)