GMG TAXES, INSURANCE & BUSINESS SERVICES is an accountant in San Jose, CA. This family-owned multiservice agency has been in business for over 22 years, serving both individuals and businesses across California and the United States. The firm specializes in business consulting, the creation of corporations and LLCs, and personal and business tax preparation. Additional services include bookkeeping, payroll management, and a full range of insurance products, including health, life, personal, and commercial coverage. As a certified Covered California agency, the team assists clients in selecting appropriate health insurance options. The firm holds a perfect 5.00 rating based on customer reviews, with clients citing professionalism, knowledge, and patience in their testimonials.
The approach to tax services focuses on year-round planning rather than just annual filing. Services include adjusting withholding, implementing life-changing financial strategies, and creating customized plans to reduce liabilities and maximize returns. The firm helps align taxes with long-term goals such as retirement or investments and ensures compliance with evolving tax laws to avoid penalties. For small businesses and startups, the team provides smart tax solutions and prepares clients for potential IRS audits. Insurance offerings are tailored to specific needs, covering life, health, critical illness, home, and auto policies, with add-on protections for earthquake, flood, and fire risks. Business services extend to start-up incorporation, where the firm advises on entity selection such as LLC, S-Corp, or C-Corp, handles state and federal paperwork, and assists with obtaining EINs and necessary permits. Payroll services ensure timely salary disbursements and compliance with local, state, and federal tax filings, while business planning services include market research, financial forecasting, and operational strategies to drive growth.
The office is located at 3535 Ross Ave Ste 307. It sits very close to Hillsdale Avenue, about 41 meters away. The Cambrian Branch Library is approximately 0.1 miles from the office, and the Cambrian Park Post Office is about 0.2 miles away. Richard E. Huerta Park is also nearby, at a distance of 0.2 miles. San Jose Fire Station 9 is located just 39 meters from the business.
The firm is known for its positive customer feedback and its long-standing presence in the San Jose area. With over two decades of experience, it serves as a dedicated partner for financial security, offering a personal touch to complex tax, insurance, and business matters.
GMG TAXES, INSURANCE & BUSINESS SERVICES combines extensive local experience with a broad range of financial services, making it a distinct resource for residents and business owners in San Jose, CA.