Sanchez Tax Services

Sanchez Tax Services Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Sanchez Tax Services, Tax preparation service, 5306 Monterey Highway, San Jose, CA.

03/09/2026

To all our existing customers and new customers in the month of March mention the phrase " I saw it on Facebook $10.00 (ten dollar) Off, regular Income Tax price in the Month of March" and you will get the discount.

Note: This discount is only valid for Facebook users and in the month of March 2026.

STS Thank you for your preference.

03/03/2026

https://www.irs.gov/pub/irs-pdf/p6133.pdf

01/20/2026

Estimado clientes de Sanchez Tax Service,

Les informamos que nuestra oficina ya se encuentra abierta para atenderles de Lunes a Sabado de 10 a.m. a 6:30 p.m.

Estamos disponibles para ayudarles con la preparacion de sus impuestos.
Les invitamos a llamarnos para programar su cita. Tambien ofrecemos atencion sin cita en dias especificos; por favor llamenos para obtener mas informacion sobre los dias disponibles. Si tienen alguna pregunta adicional relacionada con impuestos favor de comunicarse a la oficIna o mandarnos un correo electronico con sus preguntas.

Sera un placer atenderles.

Atentamente,

Sanchez Tax Service






Dear valued clients,

Sanchez Tax Service would like to inform you that our office is now open
Monday through Saturday from 10 a.m. to 6:30 p.m.

During this time, we are assisting by appointment only, and walk-ins are accepted on specific days.
If you have any tax-related questions or would like to schedule an appointment, please feel free to give us a call or send us an email, and we will be happy to assist you. We look forward to helping you with your tax needs.


Sincerely,


Sanchez Tax Service
5306 Monterey Rd.
San Jose, Ca. 95111
Office 408-281-9744

09/29/2025

Dear Clients, now that October 15 is approaching, we are ready to help you filling & finalize your income tax extensions, we are Open Saturday from 10am to 6:30pm and Sunday from 9:00am to 12:00pm. Please call us 408-281-9744 to make an appointment and or email us at [email protected] thank you in advance and have a good day.

Estimado cliente, ahora que Octubre 15 se aproxima, nosotros en Sanchez Tax Service estamos listos para ayudarle a realizar y terminar sus impuestos tributarios del IRS y sus extensiones, estamos abiertos Sabado de 10:00am a 6:30pm y Domingo de 9:00am a 12:00pm. Porfavor llamenos al 408-281-9744 para agendar su cita y\o mandenos un correo electronico a [email protected] muchas gracias de antemano y que pase un buen dia.

04/01/2025

SANCHEZ TAX SERVICE
5306 Monterey Road
San Jose, CA. 95111
(408) 281-9744



ESTIMADOS DUEÑOS DE NEGOCIO / CONTRATISTAS:

AQUÍ ESTA UNA LISTA DE DOCUMENTOS NECESARIOS PARA SU PREPARACION DE IMPUESTOS

Por favor de reunir todos los documentos necesarios que apliquen en su caso, para que su preparación de Impuestos sea procesada lo más pronto posible. Los documentos los puede presentar en persona o mandarlos a nuestro correo electrónico:

[email protected]

FORMULARIO 1099-NEC (DECLARACION DE INGRESO RECIBIDO SIN DEDUCCIONES)
FORMULARIO 1099-K (DECLARACION DE INGRESOS RECIBIDOS ELECTRONICAMENTE [DEPOSITO DIRECTO])
LICENSIA O PERMISOS PARA NEGOCIO (SI ES APLICABLE)
NOMBRE Y DIRECCION DEL NEGOCIO (SI ES APLICALE)
REPORTE DEL MILLAJE USADO EN EL AÑO INCLUYENDO MILLAS DE USO PERSONAL Y DEL NEGOCIO/TRABAJO
MARCA Y MODELO DEL VEHICULO UTILIZADO PARA EL NEGOCIO/TRABAJO
LISTA DE GASTOS RELACIONADO AL NEGOCIO/TRABAJO COMO POR EJEMPLE:
PUBLICIDAD
COMISIONES PAGADAS
NOMBRE, SEGURO SOCIAL/ITIN, Y CANTIDAD PAGADA A EMPLEADOS
SERVICIOS LEGALES O PROFESIONALES CONTRATADOS
CANTIDAD PAGADA EN RENTA DE ESTABLECIMIENTOS, MOBILIARIA, MAQUINAS O VEHICULOS
GASTOS DE REPARACIONES Y/O MANTENIMIENTO A MAQUINAS O MOBILIARIA
ASEGURANZA DE TRABAJO
LISTA DE GASTOS DE SUMINISTROS
LISTA DE GASTOS DE UTILIDADES
GASTOS DE UNIFORME O ROPA PROTECTORA
GASTOS DE CELULAR PARA EL NEGOCIO/TRABAJO
GASTOS DE MATERIAL Y/O HERRAMIENTA
Y CUALQUIER OTRO GASTO RELACIONADO AL NEGOCIO/TRABAJO

IRS TAX BOLETIN 2012-11, Nos exige, como preparadores de impuestos, mantener un archivo con los documentos proporcionados por los clientes durante al menos los últimos tres años. Estos documentos son esenciales en caso de que se realice una auditoría, nosotros podríamos proporcionarlo al IRS.

SANCHEZ TAX SERVICE
5306 Monterey Road
San Jose, CA. 95111
(408) 281-9744



DEAR BUSINESS OWNERS / INDEPENDENT CONTRACTOR:

HERE IS A LIST OF NECESSARY DOCUMENTS FOR YOUR TAX PREPARATION

Please gather all the necessary documents that apply to you, so that your Tax preparation is processed as soon as possible. The documents can be presented in person or sent to our email:

[email protected]

FORM 1099-NEC (NON-EMPLOYEE COMPENSATION)
FORM 1099-K (DECLARATION OF INCOME RECEIVED ELECTRONICALLY)
BUSINESS LICENSE AND/OR PERMITS
NAME AND ADDRESS OF THE BUSINESS (IF APPLICABLE)
MILAGE REPORT FOR THE TAX YEAR (INCLUDING PERSONAL AND BUSINESS MILEAGE)
MAKE AND MODEL OF THE VEHICLE USE FOR BUSINESS/WORK
LIST OF ALL BUSINESS/WORK RELATED EXPENSES SUCH AS:
ADVERTISEMENT
COMMISIONS PAID
NAME, SOCIAL SECURITY NUMBER/ITIN, AMOUNT PAID TO EMPLOYEES
LEGAL AND/OR PROFESSIONAL SERVICES PAID DURING THE TAX YEAR
AMOUNT PAID FOR THE RENTAL OF AN OFFICE/STORAGE/WAREHOUSE, ECT.
AMOUNT PAID FOR RENTAL OF MACHINERY, EQUIPMENT OR VEHICLES USED FOR BUSINES/WORK
WORKERS COMP. INSURANCE
SUPPLIES
UTILITIES PAID
UNIFORMS AND/OR PROTECTIVE CLOTHING OR EQUIPMENT
CELLPHONE FOR BUSINESS/WORK
TOOLS AND/OR MATERIALS PAID
AND ANY OTHER WORK-RELATED EXPENSE THAT IS APPLICABLE TO YOUR BUSINESS/WORK

As tax preparers, we are required by IRS Tax Bulletin 2012-11 to keep a file containing client-provided documents for the last three years or more. We can give these documents to the IRS if they are needed if an audit is filed.

03/08/2025

SANCHEZ TAX SERVICE

ESTIMADOS CONTRIBUYENTE CON DEPENDIENTES, AQUÍ LES PROPORSIONAMOS UNA LISTA DE DOCUMENTOS IMPORTANTES, NECESARIOS PARA SU PREPARACION DE IMPUESTOS.

Por favor de reunir todos los documentos necesarios que apliquen en su situacion, para que su preparación de Impuestos sea enviada al IRS & FTB y procesada lo más pronto posible. Los documentos los puede presentar en persona o mandarlos a nuestro correo electrónico.

[email protected]

1.- ACTA DE NACIMIENTO DE LOS DEPENDIENTES (SI EL
DEPENDIENTE ES/SON HIJO/S DEL CONTRIBUYENTE)

2.- ACTA DE NACIMIENTO DE LOS CONTRIBUYENTES (SI EL DEPENDE ES EL PADRE/MADRE DEL CONTIBUYENTE)

3.- TARJETAS DE SEGURO SOCIAL O ITIN PARA TODAS LAS PERSONAS QUE ESTEN EN LA DECLARACION DE IMPUESTO.

4.- “ITIN” NUMERO DE IDENTIFICACION DEL CONTRIBUYENTE POR ADOPCION.

5.- ORDEN DE CUSTODIA (EN CASO DE QUE EL CONTRIBUYENTE NO SEA EL PADRE DE UN DEPENDE MENOR).

6.- CONTRATO DE ARRENDAMIENTO.

7.- ASEGUANZA MEDICA.

8.- CARTILLA DE VACUNACION.

9.- HISTORIAL MEDICO

10.- HISTORIA ESCOLAR

11.- GRADOS ESCOLARES.

12.- IDENTIFICACION DE ESCUELA.

13.- IDENTIFICACION DE CALIFORNIA.

14.- ESTADOS DE CUENTA BANCARIOS.

15.- RECIBO DE SERVICIOS PUBLICOS.

16.- FORMA 8832 SI EL CONTRIBUYENTE QUE RECLAMA A MENOR NO ES EL PADRE EN CUSTODIA.

POR FAVOR TOME EN CUENTA QUE EN LOS ULTIMOS 6 PERIODOS DE PREPARACION DE IMPUESTOS LAS REGLAS DEL IRS Y EL FTB AN CAMBIADO Y ESTAS REGLAS SE APLICAN A TODOS POR IGUAL AQUI EN LOS ESTADOS UNIDOS DE AMERICA Y IGUAL A TODA PERSONA QUE REALIZE UNA DECLARACION DE IMPUESTOS ESTADOUNIDENSE DE AMERICA.

IRS TAX BOLETIN 2012-11, Nos exige, como preparadores de impuestos, mantener un archivo con los documentos proporcionados por los clientes durante al menos los últimos tres años. Estos documentos son esenciales en caso de que se realice una auditoría, nosotros podríamos proporcionarlo al IRS y al FTB asi ahorrandoles muchas molestias. Nosotros en Sanchez Tax Service estamos para ayudarles a conducir sus auditorias en dado caso de que estas sucedan, con la recoleccion de documentos mandatorios por el gobierno Federal y Estatal estaremos preparados para lo que sea necesario durante la conductividad de sus auditorias.
_____________________________________________________________________________________



SANCHEZ TAX SERVICE


DEAR TAXPAYER WITH DEPENDENTS, HERE IS A LIST OF NECESSARY DOCUMENTS FOR YOUR TAX PREPARATION.

Please gather all the necessary documents that apply to you in your personal situation, so that your Tax preparation is processed and send to IRS & FTB as soon as possible. The documents can be presented in person or sent to our email:

[email protected]


1.- DEPENDENTS BIRTH CERTIFICATE (IF THE DEPENDENTS IS THE TAXPAYER’S CHILD).

2.- TAXPAYER BIRTH CERTIFICATE (IF THE TAXPAYER CLAIM A PARENT AS A DEPENDENT).

3.- SOCIAL SECURITY CARDS OR ITINS FOR ALL THE PEOPLE IN THE TAX RETURN.

4.- “ITIN” ADOPTION TAXPAYER IDENTIFICATION NUMBER.

5.- CUSTODY ORDER (IF THE TAXPAYER CLAIM A MINOR THAT IS NOT THEIR CHILD).

6.- RENTAL PROPERTY LEASE AGREEMENT.

7.- HEALTH INSURANCE CARD.

8.- VACCINATION RECORD.

9.- MEDICAL RECORD.

10.- SCHOOL RECORD.

11.- GRADES REPORT CARD.

12.- SCHOOL ID.

13.- STATE ID OR STATE DL.

14.- BANK STATEMENTS.

15.- UTILITY BILLS.

16.- FORM 8832 (IF THE TAXPAYER IS CLAIMING HIS/HER CHILD BUT IS NOT THE CUSTODIAL PARENT).

PLEASE TAKE IN CONSIDERATION THAT DURING THE LAST 6 PERIODS OF TAX RETURN PREPARATION, THE RULES IN THE IRS AND FTB HAVE CHANGE. THESE RULES ARE APPLY TO "ALL" TAXPAYERS FILING AN INCOME TAX RETURN HERE IN THE UNITED STATES OF AMERICA, THE SAME RULES APPLY TO "ALL" INDIVIDUALS FILLING A USA INCOME TAX RETURN IN ANY PLACE IN THE WORLD.

As tax preparers, we are required by IRS Tax Bulletin 2012-11 to keep a file containing client-provided documents for the last three years or more. These documents are essential in case and audit is conducted by IRS & FTB; we could provide these documents to the IRS & FTB saving you too much trouble. We at Sanchez Tax Service are here to help you, with the IRS & State mandatory recollection of documents, we will be ready to help conduct your audits. In case they occur. We will be ready to make corrective action's if they are necessary.

Thank you in advance for your help.

Sanchez Tax Services
5306 Monterey Hwy
San Jose, Ca. 95111
PH (408) 281-9744

02/14/2025

Bilingual Tax Pro Wanted! Are you fluent in English & Spanish? Do you have Experience Preparing Taxes? We want to meet you! Visit our Office or call 408-281-9744 today. Or send your resume to [email protected]

Gracias.

01/15/2023

Looking for a TAX PREPARERS/DATA ENTRY AND RECEPTIONIST Must be bilingual (English/Spanish)

call 408-256-6000
408-591-9934
OR SEND RESUME TO [email protected] (PREFERRED)

01/15/2023

Attention if you are Bilingual
(English/Spanish)Sanchez Tax Services is offering multiple full time and part time seasonal job positions with or without experience:

TAX PREPARERS - RECEPTIONIST - DATA ENTRY

TAX PREPARERS: with experience in personal and business income tax preparation. We are also offering training and we can help you obtain your license.
Proficiency in Pro Series and/or Turbo Tax software is preferred.
Credentials such as CTEC, Enrolled Agent, CPA

DATA ENTRY AND RECEPTIONIST: Must have some kind of computer knowledge.

Compensation:
-Competitive hourly pay based on experience

To Apply: Please send resume to [email protected]
Phone # (408) 256-6000
Phone # (408) 591-9934

Thank you and we look forward to hearing from you soon.

01/22/2022

Looking for a TAX PREPARER Must be bilingual (English/Spanish) and HAVE EXPERIENCE

Please go to office in person, or call 408-281-9744
OR SEND RESUME TO [email protected]

12/10/2021

Dear Client
The IRS will be sending letters on Jan 19, with the total amounts received during the year 2020, please don’t throw the letter away, we will need it.
Thank you

Address

5306 Monterey Highway
San Jose, CA
95111

Opening Hours

Friday 10am - 6:30pm
Saturday 10am - 6:30pm

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