Focus Your Finance, INC

Name: Focus Your Finance, INC
Rating: 5.0

Service provided by Focus Your Finance, INC

from Milpitas, CAmember since September, 2021

Description:

Focus Your Finance; Inc is a specialized Boutique Tax Advisory Firm that supports multinational companies and individuals with their tax planning needs. Our services cater to startups and small-medium enterprises, providing them with compliance support such as capitalization table development, governance documents, deal structuring, data room support, and paralegal services. We help prepare our clients for Series Seed to Series A funding and even assist with investor communication.

Our team is composed of experienced CPAs and EAs, allowing us to offer personalized and comprehensive advice in tax planning to help our clients make informed decisions. We also provide financial planning services tailored to the unique circumstances and objectives of individuals and businesses.

At Focus Your Finance; Inc, we prioritize delivering cost-effective and efficient tax planning and compliance solutions without sacrificing quality. Our commitment to excellent customer service and support ensures that our clients receive the best possible advice and guidance, regardless of their size or location. Our mission is to provide top-tier tax planning and compliance solutions while upholding the highest level of service to our clients.

Special tax situations:

Rental property, Stocks or bonds, Disability, Military service, Foreign income

Service location:

Remotely

Service Reviews

5.0

19 reviews

Service as described

5.0

Communication

5.0

Punctuality

5.0

John M.

Recently relocated to San Jose, I was in search for a new CPA. I discovered Jay and his company, Focus Accounting, through CrackerJack. Jay's tax work approach was thoroughly impressive, and he was easily approachable. After completion of his work, he took me through my return and answered all my questions, and even went above and beyond. Additionally, Jay effectively utilizes technology, offering secure portals for documentation and digital copies, while also filing electronically.

February 2, 2023

Jessica M.

At the eleventh hour, I sought the services of Focus Accounting & CPA, and despite changing my appointment several times, I eventually made it to the office. Jay was amiable and understanding, addressing all my queries and providing a quotation. I was content with the cost and the subsequent refund, and hence, I endorse Jay's services.

January 14, 2023

Elizabeth J.

I am extremely satisfied with the tax preparation services provided by Focus Accounting! The prices were quite reasonable, and I will no longer be using the excessively expensive Liberty tax service or H&R Block service. Jay, the accountant at Focus, was highly professional, helpful, and understanding. I am looking forward to working with him again next year! Regards, Denise.

September 1, 2022

Jonathan T.

After coming across Focus Accounting Firm via CrackerJack, I enlisted Jay's assistance owing to his quick responsiveness and eagerness to aid me in my predicament. While my spouse and I are typically responsible for our taxes, this year proved to be more intricate and demanding than usual. Jay provided us with immense support, and I am now incredibly relieved. Despite being meticulous, he completed the task quickly and efficiently, all for a reasonable price! We will undoubtedly rely on his services again in the future. Thank you, Jay!

August 6, 2022

Jonathan R.

Focus Accounting is, without a doubt, the most exceptional tax filing service we have come across thus far. After relocating from Texas last year, we opted to visit an accounting firm as the documentation was intricate. We anticipated several obstacles during the filing process, as some papers were incomplete. Nevertheless, Jay thoroughly analyzed our situation and assisted us in obtaining a refund. Thank you, Focus Accounting.

December 5, 2021