Services for Individuals:
* Bookkeeping for self-employed individuals
* Tax planning
* Preparation of individual income tax returns
* Assistance with the IRS and other taxing authorities

Services for Small Businesses:
* General accounting & bookkeeping services
* QuickBooks services
* Payroll & payroll taxes
* Reviews & compilations
* Tax planning
* Preparation of business income tax returns
* Assistance with the IRS and other taxing authorities

Highlights, Specialties & Features

  • I specialize in accounting and taxation for individuals and small to mid-sized businesses.
  • I specialize in remote accounting and have several clients that operate outside of California.

Professional Associations & Certifications

  • Certified Public Accountant
  • Member of the American Institute of Certified Public Accountants
  • Member of the California State Society of Certified Public Accountants
  • Certified QuickBooks ProAdvisor

Serviced Areas

  • San Jose, Bay Area

Payment Options

  • Cash Only, PayPal

Contact Details

  Website
  Person Amy Marcoccia
  City San Jose, CA
  Zip Code 95120
  Address P.O. Box 20132
  Phone Number (408) 836-7777

Business Representative

Amy Marcoccia

Owner

I began my accounting career with KPMG Peat Marwick, one of the Big Four accounting firms. I started with KPMG as a tax accountant and later transferred to their Middle Market department which specializes in the audits of smaller, non-public companies. After more than two years at KPMG, I decided to move to a small, more intimate local accounting firm. There, I eventually became an accounting and tax manager.

Now, I am a sole proprietor and have my own accounting and tax practice. Specializing in both accounting and taxes allows me to help my clients in all areas of their businesses and to establish strong, trusting relationships with them.

Products & Services

Services for Individuals

Bookkeeping for self-employed individuals

Tax planning

Preparation of individual income tax returns

Assistance with the IRS and other taxing authorities


Services for Small Businesses

General accounting & bookkeeping services

QuickBooks® services

Payroll & payroll taxes

Reviews & compilations

Tax planning

Preparation of business income tax returns

Assistance with the IRS and other taxing authorities

  • I would recommend this business
  • Always there and always on time
  • I can't think of a single one

I am a small business owner and wasn't comfortable with who I had doing my bookkeping and taxes. I decided that I needed to get a handle on things and started by taking a QuickBooks class. Then, I began a search for a Quickbooks certified accountant here in San Jose to do my 2008 taxes and help me with any QuickBooks questions I might have.

I found Amy Marcoccia! She turned out to be just the person I was looking for. I sent her my books for 2008. It didn't take her long to figure out that I had been over paying on my taxes; both federal and state. She wanted to see my return for 2007. Same thing. We ended up going back to 2005 and long story short, she amended the returns for those years and as I'm writing this, am waiting on my refunds from the IRS and I.O.U.'s from the state of California.

Amy is always available when I call or she returns my calls immediately. I like the working relationship we have and her fun sense of humor. I always know everything's going to be 'okay' after talking to her.

Value for moneyRates very good and she works quite fast.
Service & supportShe's always makes herself available when I need something.
QualityMeticulous. Final product is always in great format.
LocationShe's across town but well worth the time/drive.
Overall ratingExcellent

From Our Website

I offer a wide range of accounting, bookkeeping, taxation, and consulting services to small businesses and individuals. I am committed to giving my clients personalized, yet professional, service. I place a high value on timeliness, thoroughness, and accuracy. I do not outsource any of my clients' data to other individuals or firms for processing. Although outsourcing has become a strategy utilized to cut costs by many accountants, I prepare and maintain your records myself in order to maintain my high standards and to protect your privacy and confidentiality.


I have lived in San Jose, California my whole life and received my degree in accounting from San Jose State University in 1988. I began my accounting career with KPMG Peat Marwick, one of the Big Four accounting firms. I started with KPMG as a tax accountant and later transferred to their Middle Market department which specializes in the audits of smaller, non-public companies. After more than two years at KPMG, I decided to move to a smaller, more intimate local accounting firm. There, I eventually became an accounting and tax manager.