1. JLB Financial Services

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Hayward, CA

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JLB Financial Services

5.0 (2 reviews)
Closed • 11:00 am - 5:00 pm

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Services - JLB Financial Services

Tax planning

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2 years ago

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2 years ago

José and Sonia is awesome! They work diligently to help us with our taxes and other business matters. Highly recommend!!!

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I needed to find a new CPA for the 2025 tax year and decided to retain Ameer N. Khan, CPA, A…read moreProfessional Corporation. I chose this firm because their website was professional, their fees were clearly outlined, and all communication is handled through a secure client portal -- something I really appreciate. They also had excellent reviews and are local. From my first contact with the office through securely uploading our documents, the quick turnaround, and the electronic filing of our return, everything was handled with professionalism and efficiency. I had a couple of questions during the process and was pleasantly surprised to receive answers on a Sunday afternoon -- far beyond what I expected. Six months after filing, we received a letter from the FTB claiming our refund was issued in error and demanding repayment within 30 days. I reached out to the CPA office, and within two days they had investigated the issue, contacted multiple departments at the FTB, and confirmed the notice was sent in error. They even double‑checked both spouse Social Security numbers as an added precaution. This level of thoroughness and care was incredibly reassuring. I highly recommend this firm for both individual and business returns. Professional, fair pricing, and truly exceptional service.

I appreciate that he's prompt in assessing whether he can help me & gave me recommendations of…read moreother professionals who are more suitable. Thank you so much.

The Business Center - Waiting Room

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A family member referred me to have my taxes done by Daniel. This is my second year filing taxes…read morehere and I highly recommend Daniel. He is very knowledgeable, explains/ shows what he is inputting, throuogh, efficient, and is friendly. I booked 2 appointments back to back for myself and my partner. Daniel is able to do both of our taxes in about an hour or less.

My husband (and basically all of his family and friends) have been going to Dawood or Sullu Khan…read morefor as long as they can remember. We married in 2016 and started filing jointly so our tax preparation with him is almost a decade now. About 2 years now, Dawood has been making careless mistakes. It's typos here and there. We didn't put a lot of emphasis but did point them out when we caught them. Well, now we've received a bill from IRS saying we owe more than $5,000 for unreported income from 2022. We've contacted Dawood about it and he said we never gave him the papers for it (we did as I still have all copies of documents). We then asked what should we do and if he can contact them on our behalf to either lower the amount owed or give us options. It's been months and crickets. He's been very unprofessional about this whole ordeal. We pay for his services but the services have been half-assed and his work has definitely gone down-hill. We will definitely no longer use him and I suggest you don't either. Or if you do, definitely go through your taxes with a fine tooth comb. Because I can almost guarantee you there are mistakes. And those mistakes might cost you.

JLB Financial Services - taxservices - Updated October 2026

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