Tax Preparation Services in San Jose – Individual, Business & ITIN Help

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.

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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:

ITIN Experts

As an IRS-approved W-7 Acceptance Agent, we handle ITIN applications and renewals directly.

IRS Recognized & Trusted

We participate in the Annual Filing Season Program (AFSP), ensuring we stay current with IRS rules and updates.

Past-Due Tax Help

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.

Amended Tax Returns

 If you filed incorrectly in the past, we file amended returns to claim missing credits or correct mistakes.

Comprehensive Tax Preparation Services Tailored to Your Needs

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.

Close-up of a professional tax preparer in San Jose carefully organizing tax documents at a desk, symbolizing TrustPoint’s detailed and reliable tax preparation services for individuals, businesses, and ITIN filings.

Individual Tax Preparation

From W-2 filings to EITC and child credits, we cover all aspects of individual tax preparation. Our services are designed to meet the unique needs of each client, ensuring compliance and maximizing returns.
An image of a senior citizen smiling while reviewing tax documents with a Trustpoint advisor, highlighting the personalized tax assistance provided to seniors. The setting is a comfortable, well-lit office.

Tax Services for Seniors

We specialize in income tax preparation for seniors, addressing healthcare reporting and fixed income considerations. Our team ensures seniors receive all eligible deductions and credits, providing peace of mind during tax season.
Legal Document Assistant reviewing and finalizing an estate planning package with organized documents on a desk.

Amended & Back Taxes

We assist with amended tax returns to correct errors and bring unfiled back taxes up-to-date. Our experts ensure compliance and minimize potential penalties, providing comprehensive support for all your tax needs.

Business Tax Preparation

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.

ITIN W-7 Application & Renewal

If you don’t qualify for a Social Security Number, you may need an ITIN to stay compliant with the IRS. We specialize in:

We help avoid delays that occur when ITIN forms are filed incorrectly.

Rental Property Tax Filing

Owning rental property adds complexity to your return. We prepare rental property tax filings with attention to:
We ensure landlords and investors claim all the deductions and credits they are entitled to.

Understanding ITINs

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.

Educational Tax Insights

Why Professional Tax Filing Matters

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.

Frequently Asked Questions

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.

Get Started Today

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)

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