BAY AREA TAX, INC.

Offering Full Service Tax Preparation and Bookkeeping

Bay Area Tax, Inc. is a tax consulting and preparation company located at 70 W. Hamilton Ave, Suite B, Campbell, California.

Looking for a San Jose tax preparer? We have been providing tax assistance to the community since the late 1970’s. From its humble beginnings, the firm has experienced tremendous growth and now provides services, including filing business tax returns in San Jose and more, to over 1500 individuals, businesses, estates and trusts. We have built a fine staff of professional tax experts and support personnel.

Our business isn’t just about tax returns; it’s about trust. It’s about making sure that your taxes and books are done correctly, completely, and on time. It’s about being there to answer questions and provide guidance 52 weeks a year. It’s about providing support to you or your business on all tax and accounting matters, saving you time and money. And with an audit rate of well under 0.2%, it’s also about keeping clients safe from the IRS.

We specialize in helping individuals and small businesses formulate effective strategies to plan and minimize their tax liability. We are available 360 days of the year to answer your tax questions. We work to deliver value added tax preparation and planning service for small businesses, partnerships, corporations, trusts and estates, in addition to individual tax returns. We are well versed and experienced in rental properties, stock options, and AMT strategies designed to lower your tax bill.. We are committed to high quality client service – guaranteed.

We believe that everyone has the right to receive every tax deduction they’re legally entitled to. To do this, we have our San Jose tax preparer meet with you, find out about you and/or your business and recommend the money saving deductions that might not be obvious to the average person.

We love to work with small to medium sized businesses. We provide the hands on services you need to keep your business running smoothly. We can provide bookkeeping support year round with virtually painless tax preparation in February or March – all at a reasonable monthly fee. Imagine the relief at having your sole proprietor, partnership or corporate tax return completed well before the deadline!

If you are searching for that knowledgeable person to assist you with your business tax returns in San Jose and other tax matters, then call 408-371-8700 for a free half hour consultation.

Professional Affiliations:
Mission Society of Enrolled Agents
Board of Directors – 2001-2009
Presidents Award – 2007 & 2008
Education Committee and Chair – 2003-2008
VITA – Volunteer trainer for low income and elderly tax preparers. San Jose Entrepreneur Center – volunteer teacher in association with the IRS

Expert at Preparing the Following Returns:
Federal Tax Returns for Individuals, Corporations, LLCs, Partnerships, Trust and Estates, including Charitable Remainder Trusts –
1040, 1120, 1120S, 1065, 1041, 1041A, and 5227
California Tax Returns – 540, 100, 100S, 565, 568, 541 and 541A Nonprofit Organizations and Homeowner Associations – 990 1031 tax-free exchange
Non-resident Aliens – 1040NR
Americans working and living abroad – FORM 2555