Business Details
36 Years
experience
Trusted Accounting & Tax Solutions for Small Businesses in San Jose
Since 1990, we have dedicated ourselves to empowering small business owners and professionals by providing expert tax preparation, accounting, and consulting services. Our team, led by Randi McMasters with over 17 years of business ownership and 30+ years of combined industry experience, specializes in navigating complex tax codes and ensuring compliance with local, state, and federal regulations. Through personalized QuickBooks/Quicken training and comprehensive financial analysis, we enable clients to focus on core operations while we handle bookkeeping, payroll, and strategic tax planning.Our commitment to staying current with tax law changes and delivering actionable financial insights has made us a trusted partner in San Jose and Silicon Valley. With a proven track record of reducing tax liabilities and streamlining financial processes, we offer free consultations to tailor our services to each client's unique needs.
Services
Tax Preparation
QuickBooks Training
Bookkeeping
Payroll Tax Returns
Corporation Returns
Tax Planning
Budgeting Analysis
Accounting Training
Details
- Year established: 1990
Highlights and features
- We offer over 30 years of expertise in small business tax and accounting
- Specializing in complex tax returns and compliance since 1990
- Provide free personalized consultations and estimates
- Offer comprehensive QuickBooks training and support
- Serve San Jose and Silicon Valley businesses with tailored solutions
What people say
Relieves me of all the hassles
Good, solid advice
Knowledgeable, patient
Improved cash flow management
Timely tax filings
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses. Our experts ensure accurate filings while identifying deductions to reduce tax liabilities. We specialize in complex returns and keep clients compliant with evolving tax regulations.
Bookkeeping
Professional bookkeeping maintaining precise financial records. We track income/expenses, reconcile accounts, and generate reports for informed decision-making. Our system ensures organized financial documentation year-round.
QuickBooks Training
Customized QuickBooks/Quicken training for business owners. We teach efficient software use for managing finances, payroll, and sales tax reporting. Ongoing support available for implementation and troubleshooting.
Tax Planning
Strategic tax planning to optimize savings and compliance. We analyze business structures, cash flow, and expenses to develop proactive strategies while ensuring adherence to federal/state requirements.
Payroll Services
Complete payroll processing including tax filings. We manage wage calculations, withholding, and regulatory submissions to maintain compliance while saving business owners significant time.
People
Randi McMasters
Owner
EA-certified tax and accounting specialist with BS in Business Finance. Ran Quality Returns since 2005 after controller role. 17+ years teaching tax courses at De Anza College. Expert in complex returns.
Rosemary Whitaker
Tax Associate
30+ years business experience with QuickBooks/Quicken expertise. Providing client support while completing California tax preparer certification. Focuses on personalized training and sales tax compliance.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement analysis, and QuickBooks/Quicken training to help small businesses maintain organized financial records and regulatory compliance.
Can you help reduce my business tax liabilities?
Yes, our tax planning services identify legal deductions and strategic timing of expenses/income to minimize tax obligations while ensuring full compliance with current regulations.
Do you offer personalized tax consultation?
We provide free initial consultations to assess your specific needs and develop customized tax strategies tailored to your business structure and financial goals.
How do you handle sales tax reporting?
We prepare and file sales tax returns, track filing deadlines, and ensure accurate reporting to maintain state compliance and avoid penalty fees.
What QuickBooks support options are available?
We offer software training, implementation assistance, and ongoing support for QuickBooks users to effectively manage accounting, payroll, and tax reporting functions.
