San Jose's Trusted Advisors Since 1998

Your Wealth, Protected.

Expert tax strategy, legal counsel, and financial planning — delivered with the personal attention your business and family deserve. No shortcuts. No surprises.

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Trusted by 500+ local businesses and families

Professional office setting at John Evans And Associates in San Jose

Comprehensive Financial Solutions

From tax planning and compliance to estate law and business formation — one firm, complete coverage.

Office Hours

Mon–Fri: 9am – 6pm

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25+

Years of Experience

98%

Client Retention

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What We Do

Services Built Around Your Situation

Every client faces unique financial and legal challenges. We tailor our approach to your specific circumstances — not a one-size-fits-all template.

Tax Preparation & Planning

Individual and business tax returns, strategic tax planning throughout the year, IRS representation, and maximizing every legitimate deduction available to you.

  • Federal & State Returns
  • Year-Round Tax Strategy
  • IRS Audit Representation

Legal Services

Business formation, contract review, estate planning, and civil legal matters. We help you navigate legal complexities with clarity and confidence.

  • Business Formation & Structuring
  • Estate & Trust Planning
  • Contract Drafting & Review

Financial Planning

Retirement planning, investment strategy, wealth preservation, and comprehensive financial roadmaps designed for your long-term security.

  • Retirement & IRA Planning
  • Investment Portfolio Review
  • Risk Management Strategies

Bookkeeping & Accounting

Monthly bookkeeping, payroll processing, financial statement preparation, and monthly management reports for small businesses and professionals.

  • Monthly Bookkeeping
  • Payroll Services
  • Financial Statement Prep

Small Business Solutions

From startup formation to ongoing compliance — EIN registration, S-Corp election, quarterly estimates, and everything a growing business needs.

  • Entity Formation & Setup
  • Quarterly Estimated Taxes
  • Business Compliance

Estate & Trust Services

Protect what matters most. We handle wills, trusts, probate, and estate tax planning so your legacy is preserved exactly as you intend.

  • Revocable & Irrevocable Trusts
  • Will & Probate Services
  • Estate Tax Minimization
John Evans And Associates team consultation

25+

Years Serving
San Jose

About Our Firm

A Firm That Listens First

John Evans And Associates was founded on a simple principle: financial and legal advice should be personal, not procedural. We take the time to understand your goals, your concerns, and your timeline before recommending a single course of action.

Based in the heart of San Jose, we serve individuals, families, and business owners throughout Silicon Valley and the greater Bay Area. Our practice spans tax preparation, legal counsel, bookkeeping, and financial planning — giving you a single trusted point of contact for your most important decisions.

Personalized

Every strategy is custom-built for your situation

Transparent

Clear fees, clear advice, no hidden charges

Proactive

We reach out before problems arise

Local

Rooted in San Jose's business community

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Why Choose Us

What Sets Us Apart

There are many firms that can prepare your taxes. Few offer the depth of service, the personal relationship, and the proactive guidance that we provide.

Dedicated Advisor

You work with the same person every time — no rotating staff, no starting over each year.

Confidential & Secure

Your financial data is handled with the highest standards of security and discretion.

On Time, Every Time

We meet every deadline — and we'll remind you well before yours arrives.

Clear Communication

No jargon, no confusion. We explain things in plain language you can act on.

Client Testimonials

What Our Clients Say

The relationships we build with our clients are our greatest measure of success.

"John and his team have managed our business taxes for over a decade. Their proactive approach has saved us thousands and given us peace of mind every single year."

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Robert M.

Business Owner, San Jose

"After my father passed, I had no idea how to handle the estate. John walked me through every step with patience and genuine compassion. I couldn't have asked for better guidance."

SC

Sarah C.

Individual Client, Campbell

"As a startup founder, I needed someone who understood both the tax and legal side of building a company. John Evans And Associates has been instrumental in our growth."

DP

David P.

Tech Entrepreneur, San Jose

Ready to Take Control of Your Finances?

Schedule a complimentary consultation and discover how we can help you achieve your financial goals.

Book a Free Consultation (408) 371-5490
Get in Touch

Let's Start a Conversation

Whether you need tax help, legal guidance, or a financial strategy review — we're here. Reach out and we'll respond within one business day.

Office Address

2257 Camden Ave
San Jose, CA 95124

Office Hours

Monday – Friday: 9:00 AM – 6:00 PM

Saturday & Sunday: By Appointment

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