Business Details
45 Years
experience
Trusted Accounting & Tax Services San Jose
Alam Accountancy Corporation, P.C. has provided year-round personalized professional accounting services since 1981. Our experienced team of CPAs specializes in comprehensive tax planning and preparation for individuals and businesses, strategic financial planning, and reliable business consulting. We combine technical expertise with personalized service to deliver tailored solutions for estate planning, management advisory, and compliance requirements. Our firm maintains affiliations with premier professional organizations including the American Institute of CPAs and Accreditation Council for Accountancy and Taxation.We serve as trusted business and financial guides, helping clients achieve optimal tax savings, business growth, and long-term wealth preservation. With multiple decades of combined experience, our professionals provide year-round planning and advocacy before tax authorities. Our commitment to excellence is demonstrated through specialized accreditation, extensive industry experience, and a client-centric approach focused on practical business solutions.
Services
Tax Planning
Financial Planning
Bookkeeping Services
Estate Planning
Business Consulting
Tax Preparation
Management Advisory
Payroll Services
Sales Tax Reporting
Audit Representation
Details
- Year established: 1981
Highlights and features
- We have 40+ years of combined experience in accounting and tax services
- Our team holds CPA and ATA certifications with specialized accreditation
- We provide year-round tax planning and personalized financial strategies
- Our professionals maintain affiliations with top accounting organizations
- We offer comprehensive solutions from tax preparation to business consulting
Associations and certifications
- American Institute of CPAs
- California Society of CPAs
- Accreditation Council for Accountancy and Taxation, Inc.
- National Association of Enrolled Agents
Services
Tax Planning
Our tax planning services help individuals and businesses minimize tax liabilities through strategic financial structuring. We analyze your complete financial picture to implement legal tax-saving strategies, monitor legislative changes, and provide year-round guidance. Our approach combines technical expertise with practical business insights to optimize your tax position while maintaining compliance with evolving regulations.
Financial Planning
We develop comprehensive financial plans that address investment strategies, retirement goals, risk management, and estate planning. Our services help clients build and preserve wealth through personalized roadmaps that consider current financial status, future objectives, and market conditions. We provide ongoing guidance to adapt plans to changing life circumstances and economic environments.
Bookkeeping Services
Our bookkeeping solutions manage financial records, payroll processing, and tax reporting requirements for businesses. We handle day-to-day accounting tasks including accounts payable/receivable, financial statement preparation, and compliance filings. Our systems ensure accurate record-keeping that supports informed business decisions while freeing clients to focus on core operations.
Estate Planning
We help clients create comprehensive estate plans that ensure asset distribution according to their wishes while minimizing tax implications. Our services include wills, trusts, power of attorney documents, and gift tax planning. We coordinate with legal professionals to implement strategies that protect assets, provide for loved ones, and achieve long-term wealth transfer objectives.
Business Consulting
Our business consulting services provide strategic guidance for organizational structure, financial management, and growth strategies. We assist with business setup, financing options, operational efficiency improvements, and crisis management solutions. Our industry experience enables tailored recommendations that address specific business challenges and opportunities across various sectors.
People
Shermine Tawni Alam
President/CEO
Shermine Tawni Alam is the President and CEO with 25+ years of accounting and financial services experience. She specializes in tax planning and preparation, holds CPA certification, and earned her MBA from Santa Clara University. She oversees the firm's strategic direction and client service approach.
Khorshed Alam
Founder
Khorshed Alam founded the firm in 1981 and brings 40+ years of combined business and accounting experience. A retired CPA and Enrolled Agent, he established the firm's reputation for excellence and continues to influence its professional standards through his legacy of service.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, tax compliance, business planning, and management advisory services tailored to small business needs.
Do you offer tax planning services for individuals?
Yes, we offer comprehensive tax planning and preparation for individuals including income tax strategies, investment planning, and estate tax optimization.
Are you qualified to represent clients before tax authorities?
Our CPAs and Enrolled Agents are authorized to represent clients before the IRS, California FTB, and other tax agencies.
Can you help with financial planning for retirement?
We assist with retirement planning, including IRA options, investment strategies, and tax-efficient withdrawal planning to meet long-term financial goals.
What differentiates your firm from other accounting services?
Our combination of specialized certifications, 40+ years of local experience, and personalized approach creates unique client value through practical solutions.
