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Campbell Tax & Financial Services LLC

23 reviews

Julio Alonso Romo, MBA & EA

Tax and Wealth Planner

As the owner of Campbell Tax & Financial Services, I am excited to be running a business I am passionate about, where my team and I help others create a better life experience through effective tax planning. I specialize in working with high-net-worth individuals with intricate tax issues.

What qualifies me to work with you to generate favorable results?

* I am an IRS Enrolled Agent; this highest-level IRS designation allows me to practice and represent you before the Internal Revenue Service.

* Over the past 20 years, I have served in multiple high-level roles in tax advising, banking, and personal asset management with notable companies and organizations, including; H&R Block, Capital One, Bank of the West, Union Bank, and the City of San Jose.

* I have a solid foundation, having acquired a Master's degree in Business Administration from Saint Mary's College of California and a Bachelor's degree in Finance & Economics from San Jose State University.

I would welcome conversations about how I can assist you — feel free to reach out!
Service Lines
Tax Preparation
Tax Planning
Business Consulting
Tax Preparation
Virtual CFO
Campbell Tax & Financial Services LLC Reviews
23 reviews
5.0 02/01/2023
Julio is prompt, professional, knowledgeable and accessible. I highly recommend him.
5.0 03/09/2021
He was a good fit for our needs.
5.0 10/13/2020
Great service
5.0 09/29/2020
Met Julio this year but I had previously used CampbellTax. I was very impressed with Julio's responsiveness and attention to detail. For me, he was very diligent and focussed on my details and that sharpness led him to catch a reporting error from one of my employers that would have cost me . He completed my return in much less time than I expected and earned me a refund where I expected to owe. I have absolutely no reservation about recommending Julio and CampbellTax to anyone.
5.0 05/21/2020
Julio goes above and beyond - great attitude, efficient and super flexible. He met with us on zoom for our first meeting since we are in Southern California. We are so happy with the service - always prompt and helpful. We highly recommend Julio.
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