File with me, Get $100
as a gift card, must file by 5/15
see terms
Joli ChuIntuit TurboTax Verified Pro
Truly Financial Group

Joli Chu

Accepting new clients

  • Verified Pro with 5 years of experience
  • CA
    Los Gatos, CA
Book a free call

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
  • Experienced with CA tax code
  • Meet online or in person
  • CA
    Los Gatos, CA

How we’ll work together

Intro call

Schedule an intro call and we’ll meet to go over your tax situation.

Upload your documents

I’ll help you understand what documents you need to upload.

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. Truly Financial Group

This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. See here for Intuit's Pro verification program.

What my clients say

Map showing location of the tax pro
Truly Financial Group

Joli Chu

235 Oak Meadow Dr, Los Gatos, CA 95032

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

Intuit TurboTax Verified Pro

Powered by TurboTax

Your security is built into everything we do. Each tax pro undergoes a background check and is backed by TurboTax, America’s #1 tax prep provider. Get peace of mind that your taxes are right, guaranteed.

Learn more
Tax Return Lifetime Guarantee Badge

Lifetime Guarantee

Get audit support, accuracy, and your max refund—100% guaranteed for the 7-year life of your tax return.

Maximum Refund Guarantee Badge

Maximum Refund Guarantee

Our experts will get you your max refund—guaranteed.

Full Service Guarantee Badge

Full Service Guarantee

Your tax expert will only sign and file your return when it's 100% correct.

TurboTax offers or discounts don’t apply to TurboTax Verified Pro services. Your independent tax pro will work with you to set the final price before preparing your return, based on your tax situation.

*Not all feature combinations are available for all locations. In-person meetings with a local tax pro are available in some locations, but not available in all states or locations. "Local" tax pro is defined as being located within the same state as the client for virtual meetings. "Local" tax pro, for the purpose of in-person meetings, is defined as being located within 50 miles of the consumer's zip code.



Intuit
TurboTaxCredit KarmaQuickBooksMailchimp

©1997-2023 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.

About cookies

|

Manage Cookies
TRUSTee-FileC-Level Security Certification