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.


Employee Stock Purchase Plan
Retirement Income
Multi-State Taxes
Farm Income
Schedule K-1
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)


  • 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


9:30am - 2:30pm
9:30am - 2:30pm
9:00am - 5:00pm



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