1. Truly Financial Group

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Los Gatos, CA

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Truly Financial Group

5.0 (3 reviews)
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Services - Truly Financial Group

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Lina and her team of tax professionals are the best in business. They go above and beyond of what…read moreis expected or even asked for. I came to Lina's tax firm in 2012 after leaving a low cost, budget tax preparer. I complained to her about the shoddy work my previous tax preparer was doing and she immediately became suspicious. Without my request and to my surprise she offered to review my previous 2 years tax returns. The tax amendments resulted in a return of over $3,500! Ever since then I have relied on Lina's every tax year. If you are looking for a budget tax preparer then Lina's Tax Team may not be the right fit for you. However, if you're looking for tax expertise and knowledge then look no further. She is just as compassionate as she is knowledgeable. She takes the time to understand your personal situation and goals. She understands that when you're exposing your entire financials that it becomes personal and not just a business transaction.

Lina is something special…read more I first met Lina in 2012. I've grown my financial literacy a bit over the years. But I kid you not, that first 15 minute conversation with Lina changed my life. She is a brilliant, genuine, caring person bursting with insight about managing finances. Financial planning is life planning. What-are-your-deepest-hopes-and-dreams-planning. Oh yeah, she & her team file a heck of a tax return. At a certain point, it's not how much a 3rd-party tax preparer costs you -- it's about finding every dollar you're legally entitled to. LET'S ROCK TAX SEASON!

Truly Financial Group - taxservices - Updated November 2026

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