Instax Financial Services

A family-owned and operated practice in San Jose, InsTax works with individuals, families and small businesses. Tax return preparation and filing for both individuals and businesses sits at the center of the work, with bookkeeping built around finding deductions and giving owners regular financial reporting to work from. New entities are set up here too — LLCs, partnerships, corporations and nonprofits. Insurance is offered alongside the tax side, which is an unusual pairing to find in an accounting office. The people behind it put their experience at 25 years, spent helping small businesses and households reduce what they owe. Two credentials are matched on the IRS register for the practice: Enrolled Agent, and participation in the Annual Filing Season Program.