
Trusted Professional Accountant in San Jose for Business and Personal Tax Services
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Accounting & Tax Services Across San Jose
Address:
99 South Almaden Boulevard Suite 600, San Jose, CA 95113, United States
Hours:
Monday – Friday: 9:30 AM – 5:30 PM
Email:
info@gtaaccountinggroup.com
Phone:
1 (800) 993-0633

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Comprehensive Professional Accounting Services in San Jose
At GTA Accounting Group, we offer comprehensive accounting services that address every area of tax and financial compliance. Our San Jose accountants are well-versed in California tax laws and IRS regulations, ensuring every return and report is filed correctly and on time. We help both individuals and corporations manage tax deductions, credits, and reporting to maximize financial efficiency while minimizing risk.
Federal and State Tax Services
Our San Jose tax and accounting specialists handle federal and California state tax filings for individuals and businesses. We stay updated on the latest tax code changes to identify new deductions and credits that reduce your liability. Whether you’re dealing with multi-state operations or complex income structures, our experts ensure your returns are accurate, compliant, and optimized for savings.
Amended Tax Returns
If past tax filings contain errors or missed deductions, our team can help with amended tax returns. We carefully review your previous submissions, correct inaccuracies, and refile to ensure compliance. Whether the issue is an incorrect income report or a missed credit, GTA Accounting Group helps you recover lost refunds and stay compliant with IRS guidelines.
Individual Tax Preparation and Filing
We make individual tax filing in San Jose simple and stress-free. Our Our accounting team helps employees, freelancers, and investors organize their financial records, apply eligible deductions, and file precise returns. With our personalized approach, you’ll never miss potential tax credits or face unnecessary penalties. We handle everything from documentation to electronic submission while ensuring complete IRS compliance.
Tax Settlement Services
If you owe back taxes or face penalties, GTA Accounting Group can negotiate favorable settlements. Our tax settlement services include installment agreements, penalty reductions, and offers in compromise. We work with both the IRS and California state agencies to protect your assets, reduce stress, and help you regain financial stability.
Crypto Tax Reporting
As digital currencies gain popularity, crypto tax reporting has become essential. Our accountants understand the complexities of cryptocurrency taxation, including capital gains, staking rewards, and NFT transactions. We calculate your cost basis, track profits and losses, and ensure your filings meet IRS and California FTB requirements. With GTA Accounting Group, you can trade and invest with peace of mind.
Property Accounting and Taxes
We assist real estate investors, landlords, and developers with property accounting and tax services across San Jose. From tracking rental income and depreciation to managing property-related deductions, we ensure accurate recordkeeping and compliance. Our accounting professionals also prepare year-end statements and guide clients on strategies to reduce property tax liabilities while growing their real estate portfolios.
Amended Tax Returns
If past tax filings contain errors or missed deductions, our team can help with amended tax returns. We carefully review your previous submissions, correct inaccuracies, and refile to ensure compliance. Whether the issue is an incorrect income report or a missed credit, GTA Accounting Group helps you recover lost refunds and stay compliant with IRS guidelines.
IRS or State Letter Response
Receiving an IRS or FTB notice can be stressful, but our tax specialists handle it for you. We analyze the notice, identify the issue, and prepare an appropriate response supported by accurate documentation. Whether it’s an audit, clarification request, or payment discrepancy, we communicate directly with the authorities on your behalf to achieve a fast, fair resolution.
Tax Planning and Advisory
Our tax planning services in San Jose focus on proactive strategies rather than reactive solutions. We evaluate your financial situation and design year-round tax plans to reduce liabilities and boost long-term savings. Our accounting team assists with retirement planning, investment structures, and charitable giving strategies to ensure your money works smarter for you.
Exit Tax Consultation
Leaving California can trigger exit tax obligations. Our accounting professionals guide clients relocating from San Jose through residency laws, timing strategies, and asset valuation to avoid unexpected taxes. Whether you’re moving your business or personal residence, we ensure full compliance and optimized planning during your transition.
Business and Corporate Tax Services in San Jose
We provide professional business tax services for corporations, LLCs, partnerships, and startups. Our accountants ensure accurate filings, multi-state compliance, and strategic financial planning, so business owners can focus on growth instead of tax complexity.
Business Tax Preparation and Filing
Our team handles business tax preparation and filing for all entity types, including C-corps, S-corps, and partnerships. We identify deductions, optimize credits, and ensure timely submissions to the IRS and California Franchise Tax Board. With us, your business stays compliant and financially sound.
Sales and Use Tax Compliance
For retail, e-commerce, and service-based businesses, we offer sales and use tax management in San Jose. From registration and collection to filing and audit support, our accounting professionals ensure complete compliance with state and local tax regulations.
Multi-State Tax Services
If your business operates in multiple states, our multi-state tax services ensure proper apportionment, nexus evaluation, and reporting. We help you meet all obligations without the risk of double taxation or penalties.
Corporation and Partnership Tax Preparation
Our corporate and partnership tax services cover all aspects of entity taxation, profit sharing, K-1s, and partnership distributions. We ensure every filing is detailed, compliant, and tax-efficient, minimizing your exposure while maximizing returns.
Capital Gains Tax Services
Selling assets or investments? We handle capital gains tax calculations to ensure accuracy and tax efficiency. Our team provides strategies like loss harvesting and timing adjustments to minimize your taxable gains.
Estate and Trust Tax Filing
Our tax specialists prepare estate and trust tax returns with precision and care. We work with trustees, beneficiaries, and executors to ensure proper reporting and asset distribution in compliance with IRS regulations.
Expert Business Accounting Services in San Jose
At GTA Accounting Group, we go beyond taxes. Our business accounting services in San Jose ensure financial transparency, accuracy, and control. Whether you need bookkeeping, financial statements, or advisory insights, we help your company achieve stability and profitability.
Bookkeeping and Payroll Management
Our bookkeeping and payroll services ensure accurate financial records and employee payments. We manage deductions, benefits, and tax withholdings while maintaining real-time financial visibility.
Financial Statement Preparation
We prepare detailed financial statements, including balance sheets, P&Ls, and cash flow statements, that comply with GAAP standards. These reports provide valuable insights into business performance and investment potential.
Month-End and Year-End Closing Services
We perform accurate month-end and year-end closings to reconcile accounts, verify ledgers, and prepare financials for audits and tax filing. This ensures smooth reporting and zero discrepancies.
Accounts Payable and Receivable Management
We manage accounts payable and receivable processes to maintain steady cash flow. Our accountants track payments, manage invoices, and ensure financial stability across operations.
Private Equity Fund Accounting
Our fund accounting services assist private equity and investment firms in managing capital contributions, distributions, and performance reporting with complete transparency and compliance.
Cash Flow Management Services
Our cash flow management experts help businesses forecast revenue, control expenses, and maintain liquidity. We analyze inflows and outflows to ensure sustainable operations and strategic growth.
Virtual CFO and Advisory Solutions
With our Virtual CFO services, you get expert-level financial guidance without the full-time cost. We assist with budgeting, forecasting, and financial analysis to help your business grow confidently.
GAAP and IFRS Compliance
We ensure all financial reports comply with GAAP and IFRS standards, helping your business maintain consistency across international operations and investor communications.
SEC Reporting Services
We provide SEC reporting services for public and pre-IPO entities, preparing 10-K, 10-Q, and 8-K filings that meet federal regulatory standards with precision and consistency.
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Personalized Tax and Accounting Solutions for Individuals
We provide customized tax and accounting services for individuals, freelancers, and high-net-worth clients in San Jose. Our professional accountants manage your tax filings, retirement strategies, and investment planning with discretion and accuracy.
If you’re facing an IRS audit or tax dispute, our CPAs provide full representation. We analyze your records, prepare documentation, and communicate directly with the IRS to ensure a smooth resolution.
Our estate and trust tax planning helps you preserve wealth and ensure smooth asset transitions. We design tax-efficient strategies for inheritances, charitable donations, and trust structures.
We create retirement and investment tax strategies that optimize savings and long-term returns. Our CPAs guide you in managing 401(k)s, IRAs, and diversified investments for maximum after-tax growth.
Our high-net-worth tax solutions help professionals, executives, and investors manage complex portfolios and minimize liabilities. We ensure confidentiality, compliance, and strategic tax efficiency.
Professional Accountant Services You Can Trust

When you choose GTA Accounting Group, you partner with experienced and ethical accounting professionals in San Jose. We are dedicated to your financial success through transparent, compliant, and data-driven solutions.
Trusted Financial and Accounting Team
Our team consists of certified, experienced accountants familiar with California’s tax landscape. Each engagement is handled with precision and professionalism.
Transparent and Ethical Tax Practices
We maintain full transparency in our pricing and recommendations. Our practices meet the highest ethical and confidentiality standards.
Tailored Accounting Solutions for Every Client
We customize every solution, whether for individuals, startups, or corporations, ensuring each client achieves measurable results and compliance.
Why Choose GTA Accounting Group in San Jose

Experienced Accounting Professionals
Our San Jose accounting experts bring years of experience in diverse industries and business models, ensuring accuracy and strategic insight.
Personalized Approach for Businesses and Individuals
We take time to understand your goals and deliver accounting solutions aligned with your long-term success.
Proven Track Record of Tax Accuracy and Compliance
We maintain a flawless compliance record through precise filings and expert review processes.
Transparent Pricing and Reliable Support
We offer straightforward, upfront pricing with year-round access to our team.
Client-Centered Financial Advisory
Our goal is to help clients grow, save, and manage risk with confidence through professional accounting support.
Locations We Serve in San Jose
GTA Accounting Group proudly supports clients throughout San Jose and nearby cities in Silicon Valley. Whether you need in-person consultations or virtual accounting services, our team is always accessible and ready to help.

Businesses and professionals in Downtown San Jose trust us for corporate tax filings, financial reporting, and reliable bookkeeping to support fast-paced operations.
We serve Santa Clara businesses with customized accounting, payroll support, and compliance services tailored to the needs of tech startups and established companies.
In Sunnyvale, our accounting professionals assist e-commerce firms, service providers, and entrepreneurs with accurate bookkeeping, tax planning, and financial strategy.
Fremont clients rely on our team for regulatory compliance, tax preparation, and scalable accounting solutions for manufacturing, retail, and service industries.
We help Cupertino-based companies and professionals manage financial statements, cash flow, and tax obligations with precision and industry-focused expertise.
Industries We Serve
At GTA Accounting Group, we support a wide range of industries across San Jose and the Silicon Valley region. Our team understands the financial, regulatory, and operational challenges unique to each sector, allowing us to deliver customized solutions that enhance compliance, improve profitability, and support sustainable growth.
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We help San Jose real estate developers, brokers, and construction companies manage complex transactions, project costing, cash flow, and tax compliance with accuracy and industry expertise.
From clinics and private practices to specialists, we provide medical professionals with reliable bookkeeping, payroll, tax planning, and compliance support tailored to healthcare regulations.
San Jose’s growing retail and online business community relies on us for sales tax guidance, inventory tracking, revenue management, and streamlined bookkeeping.
We assist law firms, consultants, and financial service providers with trust accounting, invoicing, tax optimization, and regulatory reporting.
Restaurants, hotels, event venues, and entertainment providers benefit from our detailed financial reporting, payroll management, and cost-control strategies.
Our Amazing Team

Dennis Williams
Manager Cross Border Tax department (Canada–US)

Sohail Afzal
CEO & Founder

Steven Matos
Principal

Nathan Kazmierski
Tax & Assurance Partner




























