Business Details
7 Years
experience
Your Trusted Tax and Bookkeeping Partner in San Jose
At Fractions Tax and Bookkeeping Tax and Bookkeeping, we are committed to delivering exceptional tax and bookkeeping services tailored to meet the unique needs of our clients. With over a decade of experience in the tax and bookkeeping industry, our team combines deep expertise with a personalized approach to ensure every client receives undivided attention. We specialize in business tax law, enabling us to optimize deductions while minimizing errors, and offer both in-person and remote services by appointment. Our founder, Ruby, brings a wealth of experience from her background in marketing and accounting, having worked at Liberty Tax and a CPA firm before establishing Fractions Tax and Bookkeeping Tax and Bookkeeping. We pride ourselves on building long-term trusted relationships, offering year-round support, and maintaining competitive rates starting at $100.Our services include tax preparation for individuals and businesses, bookkeeping packages tailored to small and medium enterprises, and free basic consultations to address client needs. Recognized for our five-star Yelp reviews, we prioritize client satisfaction through transparency, efficiency, and actionable financial advice. Our office in San Jose, CA, operates Monday through Friday, with flexible scheduling to accommodate our clients' busy lives. By focusing on simplicity and reliability, we aim to make tax and bookkeeping processes stress-free, allowing clients to concentrate on growing their businesses.
Services
Tax Preparation
Bookkeeping
Amended Returns
QuickBooks Setup
Tax Consultation
Details
- Year established: 2019
Highlights and features
- We offer affordable rates starting at $100 for tax services.
- Our team has over 10 years of experience in bookkeeping for small businesses.
- We provide free basic consultations throughout the year.
- We operate year-round to address all client questions and needs.
- We offer remote services via email to save clients time.
What people say
Amazing service
Efficient and professional
Knowledgeable
Huge refund
Great financial suggestions
Services
Tax Preparation
We prepare individual and business tax returns with a focus on maximizing deductions and minimizing errors. Our services include federal and state filings, amended returns, and corporate tax preparation. Clients benefit from personalized guidance and competitive pricing starting at $100.
Bookkeeping
Our bookkeeping services streamline financial management for small businesses, including bank reconciliation, invoicing, and financial reporting. Packages range from basic to premium, with pricing starting at $165/month. We use specialized software to ensure accuracy and tax compliance.
Amended Returns
We assist clients in correcting previously filed tax returns to claim missed deductions or address errors. Our team handles the complexities of amended filings, with services starting at $175 to ensure compliance and optimal refunds.
QuickBooks Setup
We configure QuickBooks for businesses to simplify financial tracking and reporting. This service includes chart of accounts setup, transaction categorization, and training to help clients manage their books efficiently using industry-standard accounting software.
Tax Consultation
We offer free basic tax consultations to address client questions and provide actionable financial advice. This service helps clients understand tax implications, plan for deductions, and make informed decisions throughout the year.
People
Ruby
Owner
Ruby has over 10 years of experience in tax and bookkeeping services. She graduated from Cal State Hayward in 2003 with a marketing degree, worked in advertising, and transitioned to accounting after obtaining her license. She founded Fractions Tax and Bookkeeping Tax and Bookkeeping to combine her expertise with a client-focused approach.
Questions
What services does Fractions Tax and Bookkeeping Tax and Bookkeeping Tax and Bookkeeping offer?
We offer tax preparation for individuals and businesses, bookkeeping packages, QuickBooks setup, amended returns, and free tax consultations.
How much do your tax services cost?
Individual tax returns start at $100, sole proprietorships at $175, and corporate returns at $475. Bookkeeping packages start at $165/month.
Do you offer remote services?
Yes, we provide remote tax and bookkeeping services via email or virtual appointments to accommodate client schedules.
How experienced is your team?
Our founder, Ruby, has over 10 years of experience in tax and bookkeeping, including roles at Liberty Tax and a CPA firm.
Are appointments required?
Yes, we operate by appointment only to ensure personalized attention. Contact us to schedule a session.
What do clients say about your services?
Clients consistently highlight our professionalism, affordability, and ability to maximize refunds while providing clear financial guidance.