Convenient and affordable Tax Services

Joseph Chan, attorney and c.p.a.

Our Services

Preparation and filing of individual federal and state tax returns.

Personalized tax planning and consultation.

Preparation and filing of business federal and state tax returns.

Sales tax and other required business filings.

Full-service bookkeeping, including preparation of financial statements such as balance sheets, profit and loss statements, and bank reconciliations.

Strategic tax planning and consultation.

Business entity formation and incorporation.

Provide representation before the IRS and California FTB during audits and examinations.

Prepare responses and documentation.

Assist in audit strategy, negotiation, and resolution.

Schedule your appointment

Most of our clients choose to submit documents and communicate with us remotely, allowing for streamlined service with minimal disruption to their schedules.

For those who prefer to meet in-person, our office is located at 333 Gellert Blvd #142, Daly City, CA 94015.

Please leave a message via email at jchan@taxcrunchsf.com or voicemail at (650) 273-3910 to schedule an in-person or Zoom appointment. We will respond as soon as possible. Kindly note that calls without a voicemail will not be returned in order to minimize spam.

WE SPEAK CANTONESE AND ENGLISH.

About our company

At Tax Crunch, we pride ourselves in delivering exceptional, reliable, and convenient tax and accounting services to individuals and businesses throughout the Peninsula and San Francisco Bay Area. With years of expertise in tax services and accounting, we help our clients navigate complex financial matters with clarity and confidence.

Joseph Chan, C.P.A., Esq., CEO of Tax Crunch, is a graduate of Washington University in St. Louis—consistently ranked among the nation’s most elite law schools (U.S. News & World Report T-14 as of April 2025). He brings over a decade of experience in accounting and litigation. He has supervised tax filings for Fortune 500 companies and their executives and has represented both Fortune 500 companies and individuals in high-stakes tax litigation. Joseph founded Tax Crunch with the goal of bringing his expertise back to the local community.

Thank you for considering Tax Crunch. We look forward to the opportunity to serve you.

- Joseph Chan, C.P.A., Esq.