Business Details
26 Years
experience
Trusted Accounting & Tax Services in San Jose
At Silicon Valley Accountancy, we exist to add value to your business by combining deep industry expertise with personalized service. Since 2000, our team of certified professionals has specialized in ERISA plan audits, 401(k) audits, and comprehensive tax solutions, serving clients with a focus on efficiency, timeliness, and cost-effectiveness. Our approach begins with understanding your unique business needs to deliver tailored accounting, tax compliance, and consulting services.We prioritize responsiveness, trustworthiness, and competence, ensuring clients receive expert guidance for complex financial challenges. With a proven track record of client satisfaction, we are committed to improving your bottom line while maintaining the highest standards of professionalism and ethical practice.
Services
Accounting
Tax Compliance
Consulting
ERISA Plan Audits
401(k) Audits
Tax Planning
Business Consulting
Audit Support
Financial Statement Preparation
Multistate Tax Solutions
Details
- Year established: 2000
Highlights and features
- We offer 24+ years of expertise in ERISA plan audits and 401(k) audits.
- Our team provides personalized attention to address your unique financial needs.
- We guarantee timely service with a focus on cost-effectiveness and efficiency.
- Our professionals hold certifications ensuring compliance with industry standards.
- Clients consistently praise our ability to simplify complex tax and audit processes.
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Focused and individual attention
Best 401(k) Plan auditor
Reasonable fees
Painless audits
Love working with your firm
Services
ERISA Plan Audits
Our ERISA plan audits ensure compliance with federal regulations for retirement plans, including 401(k), pension, and profit-sharing plans. We provide detailed analysis, preparation of workpapers, and support for DOL and IRS audits. Clients benefit from our expertise in resolving complex plan terminations and mergers while maintaining regulatory standards.
Tax Compliance
We handle federal and multistate tax returns for C Corps, S Corps, and foreign entities, ensuring accurate compliance with evolving regulations. Our team specializes in sales tax, property tax, and international tax issues, offering strategic solutions to minimize liabilities while maximizing credits and deductions for businesses of all sizes.
Business Consulting
Our business consulting focuses on cash management, budgeting, and profit enhancement strategies tailored to your industry. We assist with software selection, lease negotiations, and financing options, providing actionable insights to improve operational efficiency and long-term financial health for startups and established firms alike.
401(k) Audits
Specializing in 401(k) plan audits, we deliver precise evaluations of plan expenses, compliance with ERISA standards, and resolution of IRS issues. Our process simplifies audits for HR teams and finance managers, ensuring transparency and accuracy while reducing administrative burdens through expert documentation and reporting.
Tax Planning
We develop customized tax planning strategies to optimize credit utilization, net operating loss carryovers, and international tax transfers. Our services include R&D credit analysis, executive compensation structuring, and multistate tax planning, helping clients achieve long-term savings and compliance with federal and state regulations.
People
George Pinto
CPA
George Pinto leads audit engagements with over 20 years of experience in ERISA compliance and 401(k) plan audits. He specializes in resolving complex IRS and DOL issues while prioritizing client education and regulatory clarity.
Milan Kojnok
CPA
Milan Kojnok oversees tax compliance and consulting services, focusing on multistate tax strategies and international tax planning. His expertise in corporate restructuring and executive compensation has benefited numerous private companies since 2005.
Annie Lee
Accountant
Annie Lee specializes in financial statement preparation and audit support, ensuring accurate documentation for clients across technology and manufacturing sectors. She joined the firm in 2012 and holds an MBA in finance.
Janet Yu
Tax Advisor
Janet Yu provides strategic tax planning for startups and small businesses, with a focus on R&D credits and cash flow optimization. She has been recognized for her client-centric approach to minimizing tax liabilities since 2008.
Meesha Patel
Consultant
Meesha Patel advises clients on business entity selection and profit enhancement strategies, leveraging 15 years of experience in operational consulting. Her work emphasizes cost reduction and software implementation for scalable growth.
Questions
What services does Silicon Valley Accountancy offer?
We provide accounting, tax compliance, ERISA plan audits, 401(k) audits, tax planning, and business consulting tailored to your needs.
Do you specialize in retirement plan audits?
Yes, we specialize in ERISA-compliant audits for 401(k), pension, and profit-sharing plans, with expertise in DOL and IRS compliance.
How do you handle multistate tax issues?
Our team resolves multistate tax challenges through strategic planning, nexus analysis, and compliance solutions to minimize liabilities.
What industries do you serve?
We work with technology firms, private companies, startups, and individuals requiring tailored financial expertise across diverse sectors.
Are your fees competitive?
Clients consistently note our reasonable fees and transparent pricing structure aligned with the value of our services.
