Your san jose Block Advisors OfficeMERIDIAN PARK PLAZA
4642 MERIDIAN AVE, SAN JOSE, CA 95124 USA 408-723-3706
What can Block Advisors do for you?
Wondering if your taxes are "complicated"? Or if year-round Tax Advisor support is something you need? If you're not sure, the answer is probably Yes. It only takes a life event, new business opportunity, a change in the tax code, or even finding errors in withholding or on past returns, to take your taxes to a new level.
Upcoming Office Hours
We've Seen It All.
And We’re Here When You Need Us.
Someone who gets you, who’s there for the long haul, and will stand by the work, come what may.
What Makes Our Tax Advisors So Special?
Our highly trained Tax Pros are dedicated to finding every tax deduction you have coming. Our Tax Professionals are required to pass over 84 hours of specialty training each year so they have skills to handle your specific tax situation.
Additional Certification Criteria
An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS.
Certified Public Accountants (CPA)
Certified Public Accountants are Tax Advisors who have received state certifications to practice accounting.
Small Business / Sole Proprietors
Small Business certified Tax Advisors are knowledgeable in the preparation of tax returns for small businesses and small business owner(s). These Tax Advisors have successfully completed advanced training in tax situations unique to Sole Proprietors, Partnerships and S Corporations.
Investment Income certified Tax Advisors are knowledgeable in the preparation of tax returns with various types of investment income. These Tax Advisors have completed advanced training covering the various investment options and how the income, gains, and losses from these investments impact current and future year tax situations.
Attorneys are Tax Advisors who have received state certifications to practice law.
Retirement certified Tax Advisors have successfully completed the Block Advisors certification program focusing on the tax impact of choosing various retirement options. These Tax Advisors have advanced training in the preparation of tax returns with retirement plan contributions and distributions and rollovers.
Military certified Tax Advisors have successfully completed the Block Advisors certification program focusing on the unique tax situations encountered by Military personnel and their families. These Tax Advisors have advanced training covering Military specific tax laws and the preparation of Military tax returns.