Empowering You to Keep More of Your Hard-Earned Money
Established in 2018, Savvy Tax and Bookkeeping is a full-service tax preparation company dedicated to providing personalized and quality tax services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of taxation, always keeping in mind their unique needs and goals.
Our Services
At Savvy Tax and Bookkeeping, we offer a wide range of services designed to meet the diverse tax needs of our clients. Our comprehensive services include:
- Personal Tax Preparation: Depend on our experienced tax professionals to accurately prepare your personal tax returns, including Form 1040, state returns, and more complex returns such as S-Corp, C-Corp, Partnership, Fiduciary, and Non-Profit returns.
- Notarial Services: Our skilled notaries offer a wide variety of notarial services, including mobile services, to ensure that all legal documents are properly executed and authenticated.
- Business Tax Preparation: We keep up with the latest changes in tax laws and are constantly looking for new ways to help our business clients minimize their tax liability and maximize their financial returns.
- Business Formation: Our team of experts can assist with the formation of business entities, providing a solid foundation for your new venture.
Our Professionals
Our team is led by Zdenka Kolarik, a seasoned Enrolled Agent and CTEC licensed preparer with over 15 years of tax experience. Zdenka is authorized to represent taxpayers before the IRS for tax issues including audits, collections, and appeals. Her expertise in tax law and bookkeeping, combined with her business and real estate background, gives her a unique understanding of the complex tax needs of her clients.
About Our Locations
We have two convenient locations in the Bay Area: Morgan Hill and San Jose. Our offices are easily accessible, and our staff is always happy to accommodate appointments at your preferred location.
History
Savvy Tax and Bookkeeping was established in 2018 with the goal of providing exceptional tax services to individuals and businesses. Our team is committed to staying up-to-date with the latest tax laws and regulations, ensuring that our clients receive the best possible service and results.
Professionalism and Reliability
The reviews highlight the exceptional professionalism and reliability of the team at Savvy Tax & Bookkeeping. The owners and staff are described as being professional, reliable, and caring towards their clients. They are able to provide a high level of service, even in complex situations, and are willing to go the extra mile to ensure that clients receive the best possible outcome.
Exceptional Service
The team at Savvy Tax & Bookkeeping is praised for their exceptional service, which includes being reassuring, professional, and thorough. They are able to handle complex tax situations, such as unpaid taxes and multiple states, and are able to guide clients through the process with ease. They also offer digital options, such as video calls, phone calls, and emails, to make it convenient for clients to communicate with them.
Attention to Detail
The reviews highlight the team's attention to detail, which ensures that clients receive accurate and timely results. They are able to create a master list of all the documents needed to prepare taxes, and even provide a bound folder presentation of each tax return, including a summary of taxes and refund amounts. This level of attention to detail and organization is impressive and gives clients peace of mind.
Overall Satisfaction
Both reviewers are extremely satisfied with the service they received from Savvy Tax & Bookkeeping. They praise the team's professionalism, reliability, and exceptional service, and would highly recommend them to others.
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