Joli ChuIntuit TurboTax Verified Pro
TRULY FINANCIAL GROUP

Joli Chu

Accepting new clients
Verified Pro with 5 years of experience
CA
Los Gatos, CA
Many people consider tax a boring subject and I don't blame them. But I love learning about taxes so I can get the best tax results for my clients.
Expertise
Employee Stock Purchase Plan
Retirement Income
Multi-State Taxes
Farm Income
Schedule K-1
Cryptocurrency
Rental Property Income
Self-Employment Income
Business Tax Returns
S Corporation (Business Tax Expertise)
ISO Exercise
C Corporation (Business Tax Expertise)
Foreign Income
Partnership (Business Tax Expertise)
Experience
Verified Pro with 5 years of experience
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Meet online
CA
Los Gatos, CA
How we’ll work together
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Intro call
Schedule an intro call and we’ll meet to go over your tax situation.
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Upload your documents
I’ll help you understand what documents you need to upload.
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Review and file
After you review, I’ll file your taxes for you. And you’re done!
About me
Joli Chu
Nice to meet you 👋
I specialize in solving complex tax returns. I always strive to add value to the client's tax preparation experience. I see each tax return as a reflection of a client's financial life and I am passionate about getting the best outcome for the client.
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This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. See
What my clients say
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Truly Financial Group
Joli Chu
235 Oak Meadow Dr
Los Gatos, CA 95032
Contact
(659) 910-7171
Hours
Monday
9:30AM - 2:30PM
Tuesday
Closed
Wednesday
Closed
Thursday
Closed
Friday
9:30AM - 2:30PM
Saturday
9:00AM - 5:00PM
Sunday
Closed
Languages
English
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