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San Jose Business Owners β Behind on Taxes or Need Monthly Bookkeeping (santa clara)
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(San Jose β’ Oakland β’ Fremont β’ San Mateo β’ Sunnyvale β’ Redwood City β’ More)
Whether youβre a small business owner, freelancer, online seller, consultant, or professional service provider β if your books are behind or youβre unsure about tax compliance, weβve got your back.
If you:
πΉ Havenβt filed your taxes for this year (or previous years)
πΉ Donβt have up-to-date financials
πΉ Feel overwhelmed managing your books and receipts
πΉ Donβt know where to begin...
Let our experienced, local team help you get back on track β quickly and professionally.
π§Ύ WHAT WE OFFER:
β Catch-Up Bookkeeping & Back Tax Filing
β Multi-year tax filing for 1040, 1120, 1120-S, 1065, and Schedule C
β IRS & State compliance, even if youβve received letters or penalties
β We clean up your books and file correctly to maximize deductions
β Monthly Bookkeeping & Accounting Services
β QuickBooks Online setup, clean-up & maintenance
β Categorization of income and expenses
β Reconciliations, Profit & Loss Statements, Balance Sheets
β Reports ready for lenders, investors, or tax filing
β Business Compliance & Entity Support
β S-Corp & LLC compliance
β Estimated tax payments
β Payroll filing & 1099 support
β Sales tax and business license renewals
β EIN registration and state filings
π’ WHO WE SERVE:
We work with a wide variety of business types across the Bay Area:
π οΈ Trades & Contractors: General contractors, electricians, plumbers, HVAC, flooring, painters, roofers
π Automotive: Auto shops, mobile mechanics, detailers
π§Ή Local Services: Cleaning companies, landscapers, junk removal, pest control
π§βπΌ Professionals: Real estate agents, notaries, consultants, coaches, therapists
ποΈ Retail & eCommerce: Storefronts, boutique owners, Etsy sellers, Amazon FBA sellers
π» Digital & Creative: Freelancers, graphic designers, marketers, social media managers, influencers
π½οΈ Food Services: Caterers, food trucks, meal preppers, home-based businesses
π¦ Logistics & Delivery: Courier businesses, trucking companies, delivery service providers
π Personal Services: Barbers, estheticians, nail techs, massage therapists
π₯ Media & Events: Photographers, DJs, videographers, event planners
π WHY CHOOSE US?
βοΈ Over 10 years of CPA firm experience
βοΈ Based in San Jose β serving the entire Bay Area
βοΈ Bilingual team (Spanish, Japanese, English)
βοΈ Clear, judgment-free help β no stress, no pressure
βοΈ Affordable monthly plans to fit your budget
βοΈ One-on-one support β we get to know your business
π Office in San Jose β Serving: Fremont, Santa Clara, Oakland, Hayward, Milpitas, Union City, Redwood City, Daly City, South SF, Sunnyvale, Cupertino, Mountain View, and all Bay Area cities.
π Call or text now for a free consultation: 408-444-5259
π Bookkeeping & Accounting Services:
Accounts Receivable (Invoicing & Collections)
Accounts Payable (Bill Pay & Vendor Management)
Bank Reconciliations
Credit Card Reconciliations
Petty Cash Management
Chart of Accounts Setup
Monthly Financial Reporting
Profit & Loss (P&L) Statements
Balance Sheets
Cash Flow Statements
Budgeting & Forecasting
Inventory Tracking & COGS
Fixed Asset Tracking & Depreciation Schedules
Job Costing & Project Accounting
Accrual vs. Cash Basis Tracking
We help small business owners, independent contractors, and self-employed professionals throughout San Jose and the San Francisco Bay Area. Whether youβre catching up on late taxes, need to fix past filings with tax amendments, or just want to claim all your tax deductions and child tax credits correctly, weβve got your back.
We work with a wide range of trades and industries, including:
Landscapers, gardeners, house cleaners, painters, plumbers, electricians, general contractors, truck drivers, roofers, HVAC technicians, solar panel installers, flooring installers, tile workers, welders, drywall installers, handymen, auto mechanics, mobile car washers, kitchen cabinet installers, movers, delivery drivers, rideshare drivers (Uber/Lyft), construction workers, sheet metal workers, framers, mobile notaries, appliance repair techs, computer techs, mobile phone repair techs, tow truck operators, janitors, carpet cleaners, chefs, personal cooks, event decorators, wedding planners, photographers, videographers, DJs, makeup artists, estheticians, lash techs, nail techs, barbers, hairstylists, tattoo artists, massage therapists, fitness coaches, personal trainers, and eBay or Amazon resellers.
We are IRS-registered and certified by the State of California, with over 12 years of experience working alongside certified public accountants (CPA firms).
Every tax filing service comes with complimentary audit representation, ensuring youβre supported in the event of any IRS correspondence or examination.
π Schedule your appointment today and visit us at: 2114 Senter Rd #2, San Jose, CA
π± Call or Text us at 408-444-5259 π±
We serve all neighborhoods in San Jose, including Downtown, Willow Glen, Blossom Valley, Berryessa, Alum Rock, East San Jose, West San Jose, Evergreen, Almaden Valley, Santa Teresa, North San Jose, Burbank, Japantown, Little Portugal, and Rose Garden.
We also offer tax services in nearby cities such as Santa Clara, Sunnyvale, Milpitas, Mountain View, Cupertino, Campbell, Los Gatos, Saratoga, Palo Alto, East Palo Alto, Menlo Park, Redwood City, San Carlos, Belmont, Foster City, San Mateo, Burlingame, South San Francisco, Daly City, Brisbane, San Bruno, Pacifica, Half Moon Bay, Fremont, Union City, Newark, Hayward, Castro Valley, San Leandro, Oakland, Alameda, Berkeley, Emeryville, Richmond, El Cerrito, Albany, San Pablo, Vallejo, Benicia, Concord, Walnut Creek, Pleasant Hill, Martinez, Lafayette, Orinda, Moraga, Pittsburg, Antioch, Brentwood, and Livermore.