TRULY FINANCIAL GROUP
Joli Chu
Accepting new clients
Verified Pro with 5 years of experience
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
Meet online
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
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.
This profile includes statements from the independent professional about their own education, skills, and experience. Intuit has not reviewed these statements for accuracy. Seehere for Intuit's Pro verification program
What my clients say
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