Tax Prep Directory
Individual Tax Prep

FIVE STAR FINANCIAL SERVICES

4.9 ·  287 Google reviews
· 2180 Story Rd #202, San Jose, CA 95122
Overview

Who sits at the desk.

Pricing transparency matters more than the cheapest quote — a clear written estimate beats a vague round-number bid.

FIVE STAR FINANCIAL SERVICES appears among atoz tax listings for San Jose, CA. The summary below is editorial — public-source cues plus call-prep questions, not service endorsements. The public pass returned no documented service signals here, which is unusual. Treat the call below as the primary data — ask for specifics on services, recent jobs, and on-staff certifications. No structured homeowner use-case mapping is on file. Ask the dispatch what their typical recent jobs are — small repairs, full replacements, or commercial maintenance contracts. Before booking, ask the provider which exact services they handle in-house versus sub out, what their average response time is, and whether they offer a written estimate before any work starts. Vague answers usually mean overflow staff who do not know the company's actual practices. Treat the writeup as orientation, not vetting. The real-time dispatch conversation and written estimate carry the rest.

Snapshot

The four things worth knowing.

Specialty
Individual Tax Prep
Tax Planning
Credentials
Ask firm
Verify before engagement
Client Rating
4.9 / 5
287 Google reviews
Phone
(408) 649-6619
Tap to schedule
How they work

Service delivery & credentials.

Service Delivery

How the firm works with clients.
  • In-Person Appointments
  • Virtual Meetings
  • Drop-Off Returns
  • E-Filing

Credentials & Payment

Professional standing and how to pay.
  • Credit Cards
  • Checks
  • Online Appointments
Weekly schedule

When the doors are open.

Monday
10 AM to 8 PM
Tuesday
10 AM to 8 PM
Wednesday
10 AM to 8 PM
Thursday
10 AM to 8 PM
Friday
10 AM to 8 PM
Saturday
10 AM to 8 PM
Sunday
Closed

Hours typically extend during January–April filing season. Confirm appointment-only windows when scheduling.

What clients said

In their own words.

I would highly recommend this income tax place to family and friends.

My Husband and I are newlyweds, & this year was our first time filing joint.

The prices are amazing I strongly recommend doing your taxes with Rosa!!!🩷🩷