Small Business Tax & Accounting Services in Milpitas , CA - CPA Services
Professional CPA services for small businesses across Milpitas, CA. We help startups, tech companies, professional services, and local businesses stay compliant, reduce taxes
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Why Choose a CPA Over TurboTax, H&R Block, or TaxAct?
If you’re earning $150K+ in Milpitas, DIY software likely costs you money. Here’s why tech employees, startup founders, and Silicon Valley professionals choose CPAs over TurboTax.
The Real Cost of DIY Tax Software
See what TurboTax can’t do for Milpitas complex Silicon Valley Business Tax situations
$2,400
Average additional savings vs. TurboTax
87%
Of clients save more than our fees
350+
Tech employees served in 2024
Expert Accuracy That Saves Money
CPAs identify deductions and credits software misses. Real example: TurboTax overlooked a $12,800 R&D tax credit for a Sunnyvale software startup
Year-Round Strategic Tax Planning
Software only helps at filing time. We provide quarterly planning sessions to optimize stock options, RSUs, ESPP transactions, and business equity for maximum tax savings.
IRS Audit Protection & Representation
Only CPAs can represent your business directly before the IRS. TurboTax "audit support" is limited to phone advice—we provide full representation included.
California State Business Tax Expertise
Sunnyvale business owners need specialized knowledge of CA franchise tax, R&D credits, and complex stock compensation strategies. DIY software can't guide you through California's intricate business tax laws for tech companies.
Proven ROI for High Earners
Sunnyvale clients earning $200K+ in business income save 3–5x our fee through strategic tax planning. One AI startup saved $31,400 in combined federal and California taxes by implementing our comprehensive strategy.
Stock Option & Equity Compensation Specialists
We help tech employees and founders optimize stock options, RSUs, ESPPs, and equity compensation strategies. A San Jose software engineer saved $24,300 through strategic stock option timing and 83(b) elections with our guidance.
Get your free Milpitas CPA consultation—we’ll review last year’s return and show you exactly what TurboTax missed.
Complete Tax & Accounting Services in Milpitas, CA
Individual Tax Preparation
Professional personal tax returns for Sunnyvale residents. Expert handling of W-2s, stock options, RSUs, ESPPs, and complex Silicon Valley compensation.
Partnership Tax Preparation
Complete Form 1065 preparation and K-1 distribution for partnerships in Sunnyvale. We handle complex tech partnership allocations and distributions.
S Corp Tax Preparation
Expert Form 1120S preparation for Sunnyvale S-Corporations. Optimize distributions and minimize California and federal tax liability.
Corporation Tax Preparation
Professional Form 1120 preparation for C-Corporations in Sunnyvale. Strategic tax planning for tech companies and startups.
Startup Tax Preparation
Comprehensive tax services for Sunnyvale startups, tech companies, and growing Silicon Valley businesses with specialized attention.
Stock Option Tax Planning
Strategic planning for stock options, RSUs, ESPPs, and equity compensation. Optimize timing and minimize California AMT exposure.
Bookkeeping Services
Professional monthly bookkeeping for Sunnyvale tech companies. QuickBooks setup, burn rate analysis, and investor-ready financial statements.
Catch Up Bookkeeping Services
Get your books back on track with our cleanup services. We organize months or years of financial records for Sunnyvale businesses.
California Franchise Tax Service
Expert California franchise tax preparation and planning. Specialized knowledge of CA tax strategies for tech companies and startups.
Real Estate Taxes
Comprehensive real estate tax services for Sunnyvale property owners. Handle high-value properties, depreciation strategies, and 1031 exchanges.
ITIN Services
We are an IRS approved Certified Acceptance Agent (CAA) for ITIN applications and renewals. Professional ITIN services for Bellevue residents who need to file US tax returns but don't qualify for SSN.
Business Formation Services
Complete startup formation services including Delaware C-Corp, LLC setup, and equity structure planning for Silicon Valley entrepreneurs.
Contact Optimize Tax Milpitas Office
Professional tax services serving Milpitas and the central Silicon Valley corridor
Get In Touch
Call or Text:
(253) 269-4332
Email:
info@optimizetax.io
Response Time:
Same-day response guaranteed
Monday - Friday: 8:00 AM - 8:00 PM
Weekend: Emergency support available
How We Serve You
Virtual Consultations
Zoom, Teams, or phone meetings
Mobile Service
Meeting in and around Sunnyvale area
Secure Document Portal
Safe online document sharing
Office Meetings
By appointment at our location
Serving Redmond & Surrounding Areas
Professional tax and accounting services for individuals and businesses throughout the greater Seattle area.
Why Milpitas Clients Choose Us
Stop Overpaying Taxes with Milpitas Silicon Valley Experts
We stay current with California tax law changes and stock compensation regulations while other firms play catch-up. Our accountants understand IPO strategies and plan ahead, so you avoid surprises.
Milpitas CPAs That Make Tech Taxes Less Taxing
Most tech employees and startups waste money on unnecessary taxes without knowing it. Our CPA services spot these hidden costs and fix them with legal tax strategies that put money back in your pocket. We analyze your equity compensation, find R&D credits you missed, and help you keep more of what you earn through proven Silicon Valley methods.
How Our Milpitas Certified Public Accountants Save You Time & Money
Remember last tax season when you spent weeks collecting documents and still worried about making mistakes? This isn't just about filing returns anymore but about building your company's financial foundation. Our CPAs become your shield against IRS penalties and audit risks. Tomorrow, you'll wonder why you ever considered doing taxes alone when professional help saves you thousands.
Why Milpitas Clients Choose Us
Tech startups, software companies, hardware firms, biotech, clean energy, and venture-funded businesses
Stock option optimization, RSU strategies, 83(b) elections, and R&D tax credits for Silicon Valley companies
IRS Audit Protection
RS and California FTB audit support included with all returns
Year-Round Tax Planning
Quarterly check-ins to optimize taxes and cash flow
Local Knowledge
Sunnyvale and California tax expertise for tech companies and high earners
Maximum Savings
Identify all eligible deductions and credits
Same-Day Response Promise
All client questions answered within 24 hours during tax season
Milpitas Tax Services – FAQ
Get answers to the most questions about our tax services in Milpitas, CA. Our certified CPAs have compiled this guide to help you make informed decisions about your tax preparation needs.
Popular
Can you help with stock option and equity compensation?
Yes, we provide comprehensive stock option planning, RSU optimization, ESPP strategies, and 83(b) election guidance for tech employees and founders.
Do you handle California franchise taxes for tech companies?
Absolutely. We manage complex California franchise tax filings, R&D credit optimization, and strategic planning for Silicon Valley companies of all sizes.
What support is available for startups and venture-funded companies?
Business formation, equity structure planning, investor-ready financials, compliance setup, and ongoing advisory services for Silicon Valley startups and growing tech companies.
What bookkeeping services do you offer for tech companies?
Monthly bookkeeping with burn rate analysis, investor-ready financial statements, multi-entity consolidation, and comprehensive financial reporting for venture-funded companies
How do you handle complex California and federal tax strategies?
We specialize in optimizing the interaction between federal and California taxes, including AMT planning, stock compensation timing, and entity structure strategies for maximum tax efficiency
What Clients Say About Our Tax Services in Milpitas
Hear from employees at Microsoft, Google, Meta, Salesforce, Expedia, and local business owners who trust OptimizeTax for their tax needs.
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Ready to Optimize Your Taxes in Sunnyvale?
Join hundreds of satisfied Sunnyvale clients who trust Optimize Tax with their tax needs. Schedule your free consultation today and discover how much you could save.