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Campbell, California

Tax Preparation Services in Campbell & the Bay Area

Your tax preparer and tax accountant in one team: individual and small business tax returns, prepared, reviewed and filed by a team with an Enrolled Agent on staff. We work with clients across Campbell, San Jose, the Bay Area and the rest of California, and we handle the bookkeeping behind most of the returns we file, so nothing has to be rebuilt in April.

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(408) 495-3989
  • Enrolled AgentOn staff
  • Filing since 2017Campbell, CA
  • Campbell office1475 S Bascom Ave, Unit 206, Campbell, CA 95008
Illustration of a tax form being reviewed with a magnifying glass while a preparer works at a laptop
Enrolled AgentLicensed to represent you before the IRS

Most tax problems start in the other eleven months

A tax return is only as good as the records behind it. When the books are current and reconciled, preparing the return is mostly checking and filing. When they aren’t, March turns into rebuilding a whole year from bank statements, email receipts and whatever anyone remembers.

That rebuild is where deductions go missing. The mileage nobody logged, the equipment bought in June, the home office that was never measured. None of it is hard to claim. It just has to have been written down when it happened.

It’s a different job when the people filing your return already keep your books. For the South Bay businesses we do both for, the numbers are known long before the deadline, questions get asked in September instead of April, and the return is a summary of a year we’ve already seen.

What you actually get

A return that’s right the first time

Prepared, reviewed, and filed on time, with the working papers kept so next year starts from something instead of nothing.

Someone who can speak to the IRS for you

An Enrolled Agent is federally licensed to represent you before the IRS. If a notice arrives, you’re not on your own with it.

Planning, not just filing

Quarterly estimates, entity questions, and the decisions that change what you owe, handled during the year, when they can still make a difference.

Returns and forms we handle

If your situation isn’t listed, ask. This covers most of what comes through the door.

Individual tax returns (1040)

Federal and California personal returns, with every schedule and form your year needs.

Business tax returns (1120, 1120-S, 1065)

Returns for corporations, S corps, partnerships and multi-member LLCs, plus the matching California return.

S-corp tax filing

1120-S returns and K-1s for each owner, with a check that owner pay is set at a reasonable salary.

Tax planning / tax strategy

A review during the year of income, deductions and entity choice, so decisions get made before the year closes, not after.

Quarterly estimated taxes

Federal and California estimates worked out each quarter, so there is no penalty or surprise bill in April.

Tax filing & e-filing

Returns filed electronically with the IRS and the California Franchise Tax Board, and confirmed once accepted.

Sales tax returns

California sales and use tax returns filed with the CDTFA, matched to the sales in your books.

Prior-year / back tax returns

Unfiled returns from past years prepared from the records that exist, so you can get current with the IRS and California.

Tax consultation

A one-off session for a specific question: a new business, a big sale, a move to California or a letter you weren’t expecting.

Business structure advice (LLC, S corp, C corp)

Which structure fits your business and what each one means for your federal and California taxes. We advise on the choice; registering the business is done separately with the state.

Individuals

Itemized deductions (Schedule A)

We work out whether itemizing beats the standard deduction and claim what you are entitled to.

Interest and dividend reporting (Schedule B)

We report interest and dividend income, including the foreign account questions on the schedule.

Investment income (Schedule D)

We report capital gains and losses from selling stocks, property and other investments.

Rental income (Schedule E)

We report rental income and expenses, including depreciation on the property.

Home office deductions (Form 8829)

If you use part of your home for business, we work out the deduction you can claim.

ITIN applications

We help prepare ITIN applications for people who need a taxpayer number but cannot get a Social Security number.

Businesses

Business tax returns (1120 and 1120S)

Corporate and S-corp returns prepared and filed from your books.

Self-employed returns (Schedule C)

Returns for sole proprietors and freelancers, with business income and expenses reported properly.

K-1 and shareholder basis reporting

We prepare K-1s for owners and keep track of shareholder basis from year to year.

Depreciation (Form 4562)

We set up and track depreciation on business assets so each year’s deduction is right.

Nonprofit returns (Form 990)

Annual information returns for nonprofits, prepared to keep your exempt status in order.

Specialist

Foreign income exclusions (Form 2555)

If you earn income abroad, we work out whether you qualify to exclude part of it.

Foreign tax credits (Forms 1116 and 8938)

We claim credit for tax paid abroad and report foreign financial assets where required.

Foreign corporation reporting (Form 5471)

Required reporting for US owners and officers of certain foreign corporations.

Tax extensions and payments

We file extensions when you need more time and work out the payments due in the meantime.

IRS tax representation

Our Enrolled Agent can represent you before the IRS on notices, audits and payment issues.

Trust and estate returns (Form 1041)

Annual income tax returns for trusts and estates, including K-1s for beneficiaries.

Crypto and digital assets (Form 8949)

We report crypto sales, trades and income, matched to your exchange records.

How filing with us actually works

  1. A short call

    Fifteen minutes on what you file, what entity you are, and where last year’s return came from.

  2. We gather and check

    A document list you can work through, then we reconcile it against your books before anything is prepared.

  3. Prepared and reviewed

    Drafted, then reviewed by someone who didn’t prepare it. You see it before it goes anywhere.

  4. Filed, and kept

    Filed electronically, with working papers retained so next year starts from a known position.

What an Enrolled Agent actually is

An Enrolled Agent is a tax practitioner licensed by the federal government through the IRS. Earning the credential means passing an exam that covers individual taxation, business taxation, and representation before the IRS, then keeping up with continuing education every year.

The part that matters to you is representation. An Enrolled Agent has unlimited rights to represent taxpayers before the IRS on audits, collections and appeals. An unenrolled preparer can’t do that, and many local preparers don’t hold the credential.

Hammad Hanif, Enrolled Agent and Tax Practice Lead at Nuage Digital
Hammad HanifEnrolled Agent and Tax Practice Lead

Who we file for

Restaurants and food service

High transaction volume, tip reporting, and sales tax that has to line up with the return.

Construction and contractors

Job costing, 1099 subcontractors, and depreciation on trucks and equipment.

Professional services firms

Pass-through entities, owner distributions, and quarterly estimates that keep pace with the year.

Self-employed and single-owner businesses

Schedule C, the home office, and the question of whether to elect S-corp.

What does a return cost?

It depends on the entity, how many schedules are involved, and whether the books behind the return are current. A single-owner Schedule C is not the same job as a multi-shareholder 1120S with fixed assets. We quote after a short call, so the number you’re given is the number you pay.

See pricing

Tax help across the Bay Area

Our office is on South Bascom Avenue in Campbell. Most returns are prepared and filed remotely, so clients across the Bay Area and California send documents securely and come in only when they’d like to sit down in person.

See all areas we serve

Our Campbell office

1475 S Bascom Ave, Unit 206
Campbell, CA 95008

Monday to Friday, 9:00am to 5:00pm Pacific.

Call (408) 495-3989Get directions

Questions about tax preparation

The things that come up most on a first call.

Earlier is always cheaper, but there’s rarely a point where it’s too late. If the deadline is close we can file an extension, which buys time to file, though not time to pay. If you’re already past a deadline, that’s a fixable problem and a common one.

Yes. Back filing is routine work. We start with the oldest open year and work forward, because each year’s numbers feed the next. It’s more work than a single return, but it stops the problem compounding.

Usually both, and it’s better that way. For most small business owners the two are connected, through pass-through income, owner distributions and the home office, and preparing them together means nothing gets counted twice or missed.

Send it to us. Most notices are routine and resolved with a letter. Because there’s an Enrolled Agent on the team, we can represent you directly with the IRS rather than just explaining what the notice says.

Yes. An extension moves the filing deadline, not the payment deadline, so we’ll usually estimate what’s owed and pay that alongside the extension to stop interest and penalties building.

Both, and the planning is where the money usually is. Quarterly estimates, whether an S-corp election makes sense, how to time equipment purchases: those decisions have to happen during the year. By the time the return is being prepared, most of them are already locked in.

No. The office is in Campbell and we know the South Bay best, but returns are prepared and filed remotely. Most clients send documents securely and never need to come in, though you’re welcome to.

It depends on how much profit the business makes and what a reasonable salary for your role would be. An S corp election can lower self-employment tax, but it adds payroll, a separate return and California’s own S corp tax. We run the numbers with you before you decide.

Get in touch

Ready to get this year’s return handled?

Tell us what you file and where things stand. We’ll tell you what it takes.

  • Bookkeeping, payroll and tax handled by one team
  • A local office in Campbell, serving businesses across the Bay Area
  • An Enrolled Agent on the team for your tax questions
Call us(408) 495-3989
Visit us1475 S Bascom Ave, Unit 206, Campbell, CA 95008
Office hoursMon to Fri, 9:00am to 5:00pm Pacific

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