Our mission is to save you money and provide peace of mind by offering the highest caliber tax and business advisement services.

 

ABOUT US

Neves Tax Service officially began in 1982, after learning that as a restaurant dish washer working in Imperial Beach making below minimum wage, I was paying a higher effective income tax rate than former president Ronald Reagan.  I did not understand why someone earning so minimal could end up paying a higher income tax rate than a very wealthy individual, and consequently I have spent the last 35+ years continually educating myself on Federal and State tax laws while providing income tax preparation, tax representation, and small business advisement to clientele primarily in the greater San Diego County.

 

With a comfortable office in Chula Vista, CA (Eastlake location near Southbay 125 toll road) and the technological capacity to prepare tax returns for US taxpayers worldwide, we are poised to continue exceeding the expectations of our loyal (often multi-generational) and growing clientele.  We specialize in personalized service and currently have clients residing throughout California, Texas, Arizona, Nevada, Georgia, Virginia, Washington D.C., Michigan, Maryland, Mexico, Panama, and other parts of the globe.  

 

We take in-office and remote (email, phone, Skype, fax, etc.) appointments.  The process and service is the same, as we have incorporated password protected electronic copies of tax returns in order to streamline the process and be "paper-light". We use Canopy as our client portal to securely store tax documents.

 

 

 

QUALIFICATIONS

 

Jose Luis Neves, EA (Jose Sr.) is an Enrolled Agent with over 35 years experience in income tax preparation/representation and business advisement.  Jose passed all three parts of the Special Enrollment Examination (SEE) and background check in 2013 to become an Enrolled Agent, the highest tax designation awarded by the Department of the Treasury through the Internal Revenue Service (IRS).  Previously a 30+ year registered preparer with the California Tax Education Council (CTEC), Jose is currently a member of the National Association of Enrolled Agents (NAEA), California Society of Enrolled Agents (CSEA), and the local Southern California Tax Professionals (SCTP). 

 

Jose takes a straightforward approach to tax preparation/representation, focusing on the practical and relevant pieces of information related to the client's advisement need.  Rather than pretend to have all the answers, Jose provides a platform for the average taxpayer(s) to further understand his/her specific tax scenario and better position the individual(s)/entity for future tax and financial considerations.  His past professional education and experience in the fields of loan origination and real estate have aided him in assisting thousands with tax and business advisement over his career. 

 

After immigrating to the US from Mexico at the age of ten, Jose lived in Imperial Beach before joining the US Army at nineteen, afterwards doing coursework at UCSD while working before commencing a twenty-two year civil service career with the Department of Defense at Naval Air Station North Island.  

 

 

 

 

 

 

 

 

 

 

Jose L. Neves II, EA (Jose II/Jr.) became an Enrolled Agent in 2012 and has seven years experience in tax preparation/representation.  He was previously a member of Southern California Tax Professionals, and is currently an NAEA and CSEA member.  Jose II has an adaptive approach to tax and business considerations, utilizing first-rate technology and research techniques to determine the most beneficial strategy based off the totality of the situation.  He is fulfilled by providing a valuable service in an efficient manner to his clients.  Jose II has an Associate Degree (A.A.) in Transfer Studies from Southwestern College and has taken undergraduate Philosophy coursework at UC Berkeley.

During the off seasons (May-January) of 2017 and 2018, he has contracted as a Tax Analyst at Intuit (San Diego campus), where he develops, tests, and works in conjunction with the software engineers and tax compliance team to ensure the proprietary tax filing product is compliant with all applicable Federal & State tax laws.

 

Unlike Attorneys or CPAs (Accountants), who are limited to practice in their state of examination, Enrolled Agents (EAs) are specialized tax practitioners federally licensed by the U.S. Treasury Department to prepare tax returns and represent US taxpayers before the IRS throughout the globe.  We are admitted to practice before the IRS/State tax agencies in all areas, including examination (audit), collections (lien/levy), and administrative appeals processes.

 

The Enrolled Agents at Neves Tax Service are current Preparer Tax Identification Number (PTIN) holders, searchable in the IRS tax preparer directory. Learn more about tax preparer credentials and qualifications here.  Jose L. Neves is an IRS authorized electronic filing (e-file) provider and current member of NAEA and CSEA, the forefront national and state organizations for Enrolled Agents.

 

 

 

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