Individual Services
At Snap Advisory, we help you find opportunities to save money and navigate tax challenges with compassionate and professional guidance. Our tax services in San Jose, California, include personalized tax strategy and planning, preparation and effective tax resolution.
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Dependent Returns - $395+
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Additional States - $250+
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Document Organization & Digitization - $350+
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Updated Projections - $495+
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Custom Tax Research Memo - $1,200+
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Additional Consultations (30 min) - $295+
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Audit Protection - $295+
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Trust Tax Returns (1041) - $1,950+
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Gift Tax Return (709) - $1,950+
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Estate Returns (706) - $4,995+
Tax Strategy & Planning
We design tax strategies to deliver personalized financial solutions. One of our experts partners with you to understand your financial objectives, circumstances and concerns. Through detailed analysis, they develop a strategy that maximizes your deductions, credits, and incentives. They’ll make sure it complies with tax laws and regulations.
Tax Preparation
We prepare your taxes according to your specific situation. If you are a freelancer, professional salaried employee, or retiree, we navigate the complex tax landscape for you.
Our team will identify eligible deductions, credits and exemptions to minimize your liability while maximizing your refunds. We look after your best interests.
Tax Resolution
We understand that you are distressed and wondering if you’ll make it through. Snap Advisory’s tax resolution services are your lifeline. Our in-depth knowledge of tax laws helps us negotiate positive resolutions for you. Whether it's IRS audits, back taxes, penalties or disputes, we’ll alleviate your pain.
We understand that dealing with tax issues can be overwhelming. This is why our tax services in San Jose, California, are designed to support you and provide solutions to your individual challenges.