Full-Service Tax & Accounting
Serving Individuals & Enterprises
Individual Tax
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Entity Tax
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Tax Planning
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Advisory & Consulting
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Bookkeeping Write-Up
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Payroll Services
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Entity Services
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Sales Tax
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Individual Tax | Entity Tax | Tax Planning | Advisory & Consulting | Bookkeeping Write-Up | Payroll Services | Entity Services | Sales Tax |
Why Silicon Valley Tax
Your financial situation deserves more than a generalist. Our senior leadership team brings nearly 50 years of combined experience navigating the complexities Bay Area clients encounter: equity compensation, stock option exercises, multi-state filings, rental property income, and K-1s from investment funds for individuals and businesses ranging from $1 million to $100 million in revenue. We have the depth to advise on nuanced situations and the judgment to help you make informed decisions. Whether you're a founder exercising options, an investor managing a portfolio, or a growing business expanding operations, we have the expertise to support you. As a boutique firm, we offer personalized attention and faster response times. Unlike larger firms where you're one of thousands, we take the time to understand your unique financial ecosystem. For over two decades, we've built our reputation on being the firm clients can turn to when the details are complex and expertise matters most. With over 1,000 satisfied clients served, we look forward for the opportunity to earn your business and grow into a trusted long-term partner. Don’t wait, schedule a free 30-minute consultation now to see how we can support you or your business's goals.
Our Services
Whether you're an individual with international holdings, a founder structuring your first entity, or an established business needing ongoing compliance support, Silicon Valley Tax has you covered. We offer full-service tax preparation for individuals and corporations, multi-state and international tax reporting, payroll services for teams of all sizes, quarterly and annual bookkeeping, entity formation, S-corp elections, and dissolutions. Proactive, precise, and built around your financial life.
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Personal tax preparation for individuals with diverse income streams, equity compensation, international holdings, and multi-state filing requirements. We handle the complexity so you don't have to.
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Tax preparation and compliance for LLCs, S-corps, C-corps, and partnerships. We handle federal and state returns, multi-state apportionment, estimated tax payments, and year-end planning to keep your business compliant and tax-efficient.
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We analyze your full financial picture to reduce your tax burden, optimize deductions, and plan for major transactions. Whether it's equity compensation timing, entity structuring, or navigating changing regulations, we help you make smart decisions year-round.
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Flexible, on-demand support for your financial questions. Book time for one-off consultations, complex scenarios, or strategic guidance. Whether it's evaluating a business decision or a tax situation, we're here to assist.
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We handle your bookkeeping on a schedule that fits your business. Whether you need monthly close-outs for ongoing visibility or quarterly, semi-annual, or annual write-ups to prepare for tax season, we keep your books accurate, organized, and ready when you need them.
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Full-service payroll including direct deposit, tax withholdings, W-2 and 1099 preparation, quarterly filings, and workers' comp compliance.
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From incorporation to dissolution, we handle the full lifecycle of your business entity. Services include entity formation, EIN applications, S-corp elections, registered agent service, Statement of Information filings, and more.
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Quarterly and annual sales tax filings to keep your business compliant with state and local requirements.
Our Specialties
Beyond our core services, we offer deep expertise in the specialized tax situations Bay Area clients often experience. From international tax planning for U.S. taxpayers with ties to China, to equity compensation strategies for founders and employees, to complex foreign asset reporting and PFIC compliance, our team has the experience to handle what general practitioners can't. Whether you're managing rental properties across multiple states, navigating expatriate tax obligations, or planning for wealth transfer through gift and estate strategies, we bring the precision and knowledge these situations demand.
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Tax planning and compliance for U.S. taxpayers with ties to China. We handle foreign income reporting, treaty benefits, FBAR filings, and cross-border business structures. Fluent in Mandarin and experienced with the unique tax situations our Chinese-American clients face.
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Navigating stock-based compensation requires careful planning. We help employees and executives with RSUs, ISOs, NSOs, and ESPP shares, including timing of exercises, AMT implications, 83(b) elections, and QSBS exclusions. Whether you're approaching an IPO or managing vesting schedules, we help you minimize your tax burden.
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U.S. tax compliance for Americans living abroad and foreign nationals working in the U.S. We prepare Form 2555 for foreign earned income exclusion, Form 3520 for foreign trusts and gifts, and help clients navigate dual-tax situations and treaty benefits.
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Passive Foreign Investment Company reporting is complex and penalties for non-compliance are steep. We prepare Form 8621 and advise on mark-to-market elections, QEF elections, and strategies to minimize the tax impact of foreign mutual funds and investment holdings.
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Planning for wealth transfer requires specialized expertise. We prepare gift tax returns (Form 709), advise on annual exclusion strategies, and help families navigate estate tax implications for both domestic and cross-border situations.
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FBAR (FinCEN 114) and Form 8938 compliance for U.S. taxpayers with foreign bank accounts, investments, and assets. We help clients understand reporting thresholds and avoid costly penalties for non-disclosure.
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Tax strategy for rental property owners, including Schedule E preparation, cost segregation analysis, 1031 exchanges (Form 8824), depreciation optimization, and passive loss rules. We serve investors with single properties to large portfolios.
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For individuals and businesses with income across multiple states. We handle apportionment, residency issues, remote work complications, and state-specific credits to ensure compliance while minimizing your overall state tax burden.
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Guidance on choosing the right business structure and making tax elections. We handle Form 8832 for entity classification, S-corp elections (Form 2553), revocations, and help business owners understand the tax implications of each structure.
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Tax reporting and compliance for digital asset transactions. We handle buying and selling, staking, swapping, mining, airdrops, DeFi activity, and support for digital asset businesses including minting, ICOs, and crypto payroll. For holdings on foreign platforms, we ensure FinCEN compliance. We track cost basis, calculate gains and losses, and keep you compliant.
Contact us.
admin@siliconvalleytax.co
(310) 913-8771
2051 Junction Ave
San Jose, CA, 95131