Saratoga, California
For small Saratoga businesses, practices and property owners who want the books kept properly and the return filed on time.
Is this you?
You run the business and also do the books, usually at night.
Your accountant files the return and you don’t speak again until next year.
Some of your income is from property and some is from the business, and they’ve never been separated cleanly.
You have no employees, or one or two, and payroll isn’t the problem. The rest of it is.
Your records live across a bank app, a shoebox and a spreadsheet.
You want to know what you owe before the deadline, not on it.
Services
Monthly bookkeeping and reconciliation
Separating business and personal activity
Clear reporting you can actually read
Business and personal tax preparation
Property and rental income
Year-round planning rather than one annual conversation
If you do have employees, we handle payroll too. Saratoga follows the California state minimum wage rather than setting its own.
Who we work with
In Saratoga we mostly work with sole practitioners and consultants, small professional and medical practices, property owners and landlords, and home-based businesses. Most are small by choice. They don’t need a large firm’s structure or pricing, just books kept properly and a return that’s filed on time.
No. One-person businesses are a normal part of what we do. We keep the work in proportion to the business: books reconciled each month and the return prepared from them, without layers of process you don’t need. If something we offer is more than you need, we’ll say so rather than add it anyway.
Yes. We keep the rental activity and the business activity in separate records, so each one shows what it actually earned and spent. When it comes to the return, both are prepared together, which makes it easier to see the full picture and harder for anything to fall between the two.
It can be. With one or two people the work is small, but the filings, deadlines and state rules still apply. Handing it over means payroll runs on schedule alongside your books, rather than being one more thing to remember each pay period. We’ll tell you honestly if it isn’t worth it for you.
Yes. Home-based businesses often have the most overlap between household spending and the business itself. We help keep the business records separate as things happen, so the books show what the business is actually doing and the information for the return is already in order when it’s time to file.
Yes, if that suits you. We’ll prepare the return from the records you have, and if they need tidying first we’ll tell you what’s missing before we start. Some people begin with the return only and add bookkeeping later; others stay with the return. Either way works.
Where we are
Our office is in Campbell, a short drive from Saratoga. We work in person or remotely, whichever you prefer.
If your business is larger, runs a real payroll or deals with wage rules across several cities, our San Jose, Sunnyvale and Mountain View pages cover that work in more detail. They go further into the payroll side than this page does.
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