Verified Tax preparation

FIVE STAR FINANCIAL SERVICES

San JoseClosed nowOpens tomorrow 10:00 AM

About

FIVE STAR FINANCIAL SERVICES is listed on FindALoco in San Jose, CA with address, phone, hours, and map location. Common services and related keywords include Tax Preparation.

If you are looking for a trusted tax preparation office in San Jose, CA, FIVE STAR FINANCIAL SERVICES is a name many local clients already know well. Located on Story Road in East San Jose, this office has built a strong reputation for dependable service, reflected in its 4.9 rating from hundreds of reviews. For people who want clear guidance during tax season and a team that takes time to explain the process, this is the kind of place that feels both professional and approachable.

Clients often mention the knowledge and consistency of the team, especially when it comes to helping individuals and families understand the tax system more clearly. Reviews describe support with personal tax filing, business-related tax needs, tax planning, and even broader financial conversations such as life insurance. That range is especially useful for clients who do not just want someone to submit forms, but want a preparer who can walk through options, answer questions, and help them feel more confident about their financial picture. Clear communication and practical guidance are recurring themes in customer feedback.

Another reason FIVE STAR FINANCIAL SERVICES stands out in San Jose is the way clients describe the experience. Reviewers often say they are treated like people, not just appointments on a calendar. Enrique Alvarez and Richard Casillas are both named by customers who appreciate being welcomed with friendly conversation while still receiving careful, detail-oriented service. Some clients return year after year, and others mention that the office has made a real difference for their family or work situation. That kind of trust matters when choosing a tax preparation provider in San Jose, California, especially for clients with W-2 income, growing businesses, or more complex tax concerns.

The office hours also make FIVE STAR FINANCIAL SERVICES convenient for many busy clients in San Jose, CA. Open Monday through Saturday from 10:00 AM to 8:00 PM, the business offers evening availability that can be helpful for working professionals, families, and small business owners trying to fit tax appointments into a full schedule. Whether you are filing annual returns, looking for insight into maximizing your refund within the rules, or seeking a professional who will keep everything organized and by the book, this local office offers a reliable option close to home.

For residents searching for a Vietnamese-friendly business directory and a dependable tax preparation service in San Jose, FIVE STAR FINANCIAL SERVICES stands out for experience, responsiveness, and client care. The reviews consistently point to honest service, strong tax knowledge, and a welcoming atmosphere that encourages long-term relationships. If you value a local team that explains things clearly and helps you feel prepared each tax season, this San Jose office is well worth considering.

Ratings & Reviews

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Simar S
16h ago

Awesome experience with Richard. He has a ton of knowledge about the tax system and shared things with me I never knew about before. From personal to business to life insurance and tax planning, he can help you with it all. I got a solid W for the 2025 tax year. Looking forward to working with Richard again soon. Much appreciated 🙏

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Jose M
16h ago

2nd year doing my taxes at five star income tax and honestly no regrets. Enrique Alvarez is my go to guy he makes sure I get as much of my income tax refund back as possible all while having small talk and treating me like a friend instead of just a client. If you’re ever in the area and need to file them taxes then stop on by and ask for Enrique! You won’t be disappointed!

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Jose Andrade
16h ago

This is our second year working with Richard Casillas, and I can confidently say he has been a game changer for our family. As a high-earning W-2 employee who was frustrated with constantly feeling overtaxed, I knew I needed someone who truly understood the tax code beyond basic filing. Richard doesn’t just “do taxes” he strategizes. He took the time to understand my situation, walked me through opportunities I didn’t even know were available, and helped me recover the refund we rightfully deserved. His knowledge of the tax code, attention to detail, and proactive approach have made a huge difference for our financial planning. Highly recommend!

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Rupandeep Singh
16h ago

"Reliable, professional, and honest. I’ve been coming here for a decade and the service is consistently excellent. Five start financial services with Enrique Alvarez is the best in the business—they always find the best return possible while keeping everything by the book. Consistency you can count on!"

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Patience Maura
16h ago

I’ve been a client of Enrique’s for a few years now and the service is always excellent. Professional, responsive, and extremely knowledgeable. I feel confident and taken care of every tax season. Highly recommend!

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