Business Details
Trusted Tax and Accounting Services in San Jose
Keystone Tax was founded with a commitment to delivering superior personalized tax, accounting, and consulting services tailored to meet the diverse needs of businesses and individuals. Our team combines over 15 years of hands-on experience in taxation, including specialized expertise in complex tax planning, IRS representation, and small business accounting. We prioritize ethical standards, responsiveness, and technical excellence, ensuring clients receive accurate, practical advice grounded in deep industry knowledge.Our mission is to implement practical solutions that simplify financial challenges while maintaining a paperless, environmentally conscious approach. By fostering community involvement and continuous professional growth, we strive to be a trusted partner in our clients' financial success.
Services
Tax Preparation
Tax Planning
IRS Representation
Small Business Accounting
QuickBooks Services
Payroll Solutions
New Business Formation
Succession Planning
Highlights and features
- We offer over 15 years of specialized tax and accounting expertise.
- Our team includes federally licensed Enrolled Agents with IRS representation rights.
- We provide tailored solutions for complex tax planning and IRS issues.
- QuickBooks ProAdvisor services ensure seamless accounting software integration.
- We prioritize ethical standards, client education, and environmental responsibility.
Associations and certifications
- Enrolled Agent (EA)
Services
Tax Preparation
We prepare accurate, compliant tax returns for individuals and businesses, leveraging expertise in complex tax scenarios. Our services include strategic filing options to minimize liabilities while ensuring adherence to evolving tax laws. Clients benefit from personalized guidance to navigate deductions, credits, and reporting requirements with confidence.
IRS Representation
Our federally licensed Enrolled Agents advocate for clients during IRS audits, collections, and appeals. We negotiate payment plans, penalty abatements, and innocent spouse relief while protecting taxpayer rights. This service ensures professional handling of back taxes, liens, and levies to resolve disputes efficiently.
Small Business Accounting
We manage monthly/quarterly accounting tasks including bank reconciliations, income statements, and balance sheets. This service provides business owners with real-time financial insights, fraud prevention, and cash flow optimization to support data-driven decision-making and long-term growth.
QuickBooks Services
Our QuickBooks ProAdvisor team offers setup, training, and troubleshooting for small businesses. We streamline financial workflows, ensure accurate record-keeping, and integrate payroll/tax functions to enhance operational efficiency and reduce administrative burdens.
Tax Planning
We develop customized tax strategies to minimize legal liabilities for transactions, investments, and business operations. By analyzing deductions, credits, and entity structures, we help clients retain more earnings while maintaining compliance with federal and state regulations.
People
Ellen Domorad
Founder & Enrolled Agent
Ellen Domorad, MST, EA, founded Keystone Tax with 15+ years of tax expertise, including roles at Deloitte and regional CPA firms. She specializes in IRS representation, international tax issues, and high-net-worth client services. Ellen holds a Master's in Taxation and prioritizes client education and ethical standards.
Jackie
Accounting Specialist
Jackie joined Keystone Tax in 2017, focusing on small business accounting and bookkeeping. She manages financial reporting, payroll, and tax compliance for clients, ensuring accurate records and actionable insights to support business growth.
Questions
What tax services do you offer for individuals?
We provide comprehensive individual tax preparation, audit representation, penalty abatement, and strategic tax planning to minimize liabilities while ensuring compliance.
Do you handle IRS issues for businesses?
Yes, we specialize in IRS representation for businesses, including payment plans, lien/levy resolution, and audit defense to resolve tax disputes efficiently.
Can you help set up QuickBooks for my small business?
Our QuickBooks ProAdvisor team offers setup, training, and optimization services to streamline your accounting processes and improve financial management.
What accounting services do you provide for small businesses?
We offer monthly/quarterly bookkeeping, bank reconciliations, financial statements, and payroll services to ensure accurate records and informed business decisions.
Do you assist with new business formation?
Yes, we guide clients through entity selection, registration, and tax planning to establish new businesses with a strong financial foundation.
Are you available for tax planning consultations?
We provide year-round tax planning consultations to help clients optimize deductions, manage liabilities, and achieve long-term financial goals.
