Business Details
Your Trusted Partner for Accounting and Tax Services in San Jose
At Koshy P George, CPA, we are dedicated to delivering exceptional accounting and financial planning solutions rooted in professionalism, responsiveness, and quality. Our team of Licensed CPAs, Enrolled Agents, and tax professionals brings decades of combined experience to serve individuals, small to mid-sized businesses, and nonprofit organizations. We prioritize staying ahead of evolving tax laws and industry advancements through continuous education and technology integration, ensuring our clients receive accurate, forward-thinking advice. Our commitment to personalized attention means every client benefits from tailored strategies that align with their unique financial goals.Whether managing complex tax scenarios, optimizing business operations, or crafting retirement plans, we combine technical expertise with a client-first approach to build long-term trust. Our responsiveness ensures timely support year-round, not just during tax season, while our focus on quality guarantees meticulous execution in every service we provide. From IRS audit representation to QuickBooks setup, we empower clients to navigate financial challenges with confidence, knowing their success is our priority.
Services
Personal Financial Planning
Retirement Planning
Estate Planning
Small Business Accounting
Bookkeeping Services
Payroll Processing
Tax Preparation
IRS Audit Representation
QuickBooks Setup
Business Valuation
Highlights and features
- Our team consists of certified experts with extensive experience in tax and accounting.
- We offer a free consultation to tailor our services to your specific needs.
- We provide year-round support, not just during tax season.
- Our personalized approach ensures strategies aligned with your unique financial goals.
- We combine technical expertise with cutting-edge technology for accurate results.
Services
Tax Preparation
We prepare and file federal, state, and local tax returns for individuals and businesses, ensuring compliance while maximizing deductions and credits. Our team stays updated on tax law changes to optimize your liabilities and avoid penalties. Clients receive strategic planning to minimize future tax burdens.
IRS Audit Representation
Our professionals handle IRS and state tax audits from correspondence to field audits. We manage all communication, negotiate settlements, and appeal decisions to protect your interests. Proactive guidance helps clients resolve disputes and reduce liabilities efficiently.
QuickBooks Setup
We configure QuickBooks for small businesses, including chart of accounts, payroll, and inventory management. Training and ongoing support ensure accurate financial tracking. Custom setups streamline reporting for tax and operational needs.
Personal Financial Planning
We develop tailored financial plans for retirement, education savings, and estate strategies. Risk assessment and tax-efficient investment reviews help clients achieve long-term goals. Regular updates adapt to life changes and market conditions.
Small Business Accounting
Comprehensive accounting services include bookkeeping, cash flow analysis, and financial forecasting. We assist with entity selection, payroll, and compliance to improve profitability. Monthly or quarterly reviews support informed business decisions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial forecasting, and tax planning tailored to small businesses. Our services help improve cash flow and ensure compliance.
Do you assist with IRS audit representation?
Yes, we handle IRS and state tax audits, including correspondence, negotiations, and appeals to minimize liabilities and resolve disputes.
Can you help set up QuickBooks for my business?
We offer QuickBooks setup, training, and ongoing support to streamline your accounting processes and ensure accurate financial reporting.
What financial planning services are available for individuals?
We offer retirement planning, estate strategies, and tax-efficient investment reviews to help individuals achieve long-term financial goals.
Are your services available year-round?
Yes, we provide year-round support for tax planning, accounting, and financial advisory needs, not just during tax season.
How do you ensure client confidentiality?
We use secure client portals and adhere to strict privacy policies to protect all financial and personal information shared with us.
