Business Details
31 Years
experience
Trusted Accounting and Tax Services in Santa Clara
Bennet, Shay has been a trusted partner in accounting and tax services since 1995, serving businesses and individuals with precision and personalized attention. Our team of certified professionals brings decades of combined experience in tax preparation, financial planning, and business advisory services, ensuring clients receive expert guidance tailored to their unique needs. We specialize in simplifying complex financial matters for small businesses, executives, and independent professionals, offering services ranging from bookkeeping and payroll to strategic tax planning. Our commitment to excellence is reflected in our client-centric approach, where close personal attention and responsiveness are prioritized.With licenses in California and a focus on industries like dentistry, healthcare, and real estate, we combine technical expertise with a deep understanding of our clients' operational challenges. Our reputation as a leading firm in the area is built on a foundation of quality service, ethical standards, and a dedication to maximizing client financial success. We empower businesses to thrive by handling their financial complexities, allowing owners to focus on growth and innovation.
Services
Small Business Accounting
Bookkeeping Services
Payroll Processing
Part-Time CFO Services
Tax Preparation
Cryptocurrency Accounting
Business Advisory
Financial Planning
QuickBooks Setup
Succession Planning
Details
- Year established: 1995
Highlights and features
- We offer over 25 years of experience in accounting and tax services.
- Our team consists of certified experts with extensive industry knowledge.
- We provide personalized attention and tailored financial solutions.
- We specialize in QuickBooks setup and industry-specific accounting needs.
- We guarantee compliance with evolving tax laws and regulations.
What people say
Leading firm
Personal attention
Professional and responsive
Quality service
Services
Bookkeeping Services
Our bookkeeping services ensure accurate financial records for small to mid-sized businesses. We manage accounts payable/receivable, bank reconciliations, and payroll processing, using advanced technology to streamline operations. Clients benefit from customized reporting systems that improve cash flow visibility and compliance.
Payroll Processing
We handle payroll tax compliance, direct deposits, and W-2/1099 processing for businesses. Our experts stay updated on legislative changes to ensure timely filings and avoid penalties. Clients save time while maintaining accurate employee payment records and third-party withholdings.
Part-Time CFO Services
Access experienced financial leadership without full-time costs. We provide cash flow analysis, strategic tax planning, and profitability guidance. Our CFO services help businesses make data-driven decisions to optimize growth and long-term financial health.
Tax Preparation
We specialize in individual and business tax preparation, maximizing deductions while ensuring compliance. Our team handles complex filings for dentists, healthcare providers, and real estate professionals, reducing liability through strategic tax planning and audit support.
Business Advisory
Our advisory services include succession planning, new business formation, and financial forecasting. We help clients structure operations for scalability, offering insights on cash flow management and industry-specific challenges to enhance profitability and sustainability.
People
Bennet Perera
Director
Bennet established the firm in 1995 after 12 years as a senior accountant at Wheeler and Co. CPAs. He specializes in tax planning and preparation for businesses and individuals, leveraging 25+ years of experience in financial management.
Weng (Gary) Ng
Tax Manager
Gary joined in 2021, bringing expertise from the IRS and Bay Area CPA firms. He focuses on tax compliance and planning for high-net-worth individuals and small businesses, combining audit experience with strategic advisory skills to optimize client outcomes.
Michel Nguyen
Senior Tax Associate
Michel has four years of tax preparation experience and a CSULA accounting degree. He assists with individual and business tax returns, sales tax, and bookkeeping, ensuring accurate filings while supporting clients' financial planning needs.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, tax planning, and part-time CFO services tailored to small businesses' needs.
Do you specialize in any industries?
Yes, we specialize in accounting for dentists, healthcare providers, law firms, manufacturers, and real estate professionals.
How can your part-time CFO service benefit my company?
Our part-time CFO offers strategic financial guidance, cash flow analysis, and tax planning to improve profitability without full-time costs.
What tax preparation services do you provide?
We handle individual and business tax returns, cryptocurrency accounting, and complex filings with strategic planning to minimize liability.
Are you available for year-round tax advice?
Yes, we offer ongoing tax compliance support and planning services throughout the year, not just during tax season.
