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Los Gatos
Currently only doing zoom only for meetings in 2021 Bookkeeping Accounts Payable/Accounts Receivable invoicing help with Quickbooks Everyday bookkeeping help with Quickbooks Consulting help on Quickbooks General Bookkeeping help when necessary Tax We help with filing tax returns for -Individuals -Corporations -Partnerships -Sole Proprietorships -LLCS -Non Profit tax returns
Los Gatos
Sean C Medina
I had Robert (Bob) McGrath do my father's taxes, several years worth of tax filings. Bob was very professional, and offered a lot of advice.that I followed. Bob has analytical skills that are probably the result of his many years of engineering combined with his MBA and tax preparation work.At our initial interview, Bob set out a long list of information, and deadlines by which he required the items. Full disclosure: Bob is related to me through a family marriage. Regardless, I found Bob to be one of the most intelligent and quick tax preparers I have worked with.Specifically,Bob was able to distill a complex tax situation into specific items to solve, and explained them clearly.I will continue to use Bob's services in coming years.
Find a tax professional in Los Gatos today. We have local CPAs and enrolled agents serving North Glen and Shannon.
Finding the right tax help depends on your situation. Here's what different professionals can handle:
For most individuals, a tax preparer can file your W-2, handle standard deductions, and claim common credits.
Small business owners and freelancers in Los Gatos need someone who understands Schedule C and business deductions.
Rental properties, stock sales, or K-1 income require specialized knowledge. CPAs in Los Gatos have the training to handle intricate returns.
Certified Public Accountants (CPAs) pass a demanding exam and can handle accounting, planning, and audits. Enrolled agents (EAs) specialize specifically in tax law. Tax preparers are ideal for straightforward, efficient filings.
Here’s what to expect based on the latest Bark data and regional averages:
Check their credentials
Verify that your accountant has an active PTIN and current license.
Ask about their experience
Find out if they regularly handle situations like yours in Los Gatos.
Understand their fees upfront
Get a clear quote before work begins.
You started a business or side hustle
A professional in Los Gatos can set you up correctly for quarterly estimated taxes.
You bought or sold real estate
Get professional help to handle capital gains and depreciation properly.
You received an IRS notice
CPAs and enrolled agents in Los Gatos can resolve issues before they become bigger problems.
Before meeting with your accountant in Los Gatos, gather these documents:
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