Business Details
26 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Founded in 2000, Silicon Valley Accountancy has established itself as a trusted partner for businesses seeking expert accounting, tax, and consulting services. Our approach centers on understanding each client's unique needs to deliver tailored solutions that enhance financial success. With specialized expertise in ERISA plan audits, tax compliance, and business consulting, we prioritize efficiency, timeliness, and cost-effectiveness. Our team of certified professionals brings decades of combined experience in navigating complex financial landscapes, including international tax issues, mergers and acquisitions, and retirement plan audits.We maintain strong relationships with clients through transparent communication, personalized attention, and a commitment to staying ahead of evolving regulatory requirements. Our track record of repeat clients and referrals from HR supervisors, third-party administrators, and finance managers underscores our reputation for reliability and technical excellence. By focusing on value creation rather than transactional interactions, we aim to be an extension of our clients' teams, helping them achieve long-term growth and operational success.
Services
Tax Compliance
Consulting
Accounting Auditing
ERISA Plan Audits
Business Consulting
International Tax Issues
Mergers and Acquisitions
Retirement Plans
Details
- Year established: 2000
Highlights and features
- We have 24 years of experience in accounting and tax services since 2000
- Specialized expertise in 401(k) plan audits and ERISA compliance
- Personalized attention from certified professionals with industry-specific knowledge
- Proven track record with repeat clients from private companies and TPA firms
- Timely service delivery with focus on cost-effectiveness and regulatory compliance
What people say
Focused and individual attention
Knowledgeable, straight to the point advice
Painless audits
Best 401(k) Plan auditor
Reasonable fees
Services
Tax Compliance
Our tax compliance services cover federal, state, and international tax requirements for corporations and businesses. We handle income tax returns, sales tax filings, and foreign tax reporting while ensuring adherence to regulatory standards. Our team specializes in maximizing tax credits and deductions through strategic planning for both domestic and international operations.
ERISA Plan Audits
We provide specialized audit services for 401(k) plans, pension plans, and health and welfare benefit plans. Our auditors work closely with HR departments and third-party administrators to ensure compliance with ERISA regulations. The service includes preparation of workpapers, assistance with DOL examinations, and evaluation of plan expenses and terminations.
Business Consulting
Our business consulting services focus on operational efficiency, cash flow management, and strategic planning for growing companies. We help clients with entity selection, software implementation, and financing strategies while providing expert analysis for business sales and acquisitions. The service emphasizes practical solutions tailored to each company's financial goals.
Accounting Auditing
We offer comprehensive accounting audit services including financial statement preparation and compilation engagements. Our team provides support for companies undergoing external audits while maintaining strict adherence to GAAP standards. The service covers income tax provision calculations and documentation for both private and publicly traded organizations.
International Tax Issues
Our international tax services address cross-border transactions, including outbound and inbound transfers for multinational corporations. We specialize in foreign tax credit optimization, entity structuring, and compliance with IRS regulations for foreign parent companies and subsidiaries. The service includes strategic planning for minimizing tax exposure while maintaining regulatory compliance.
People
Milan Kojnok
Experienced accounting professional with extensive expertise in tax compliance and business consulting services.
George Pinto
Certified public accountant specializing in ERISA plan audits and retirement benefit compliance solutions.
Annie Lee
Skilled tax specialist with focus on federal and multistate tax return preparation for corporations.
Janet Yu
Financial consultant with expertise in business planning and international tax compliance matters.
Meesha Patel
Dedicated accounting professional providing support for audit engagements and financial reporting requirements.
Questions
What accounting services do you offer?
We provide auditing, financial statement preparation, and compilation services for corporations and businesses.
Do you specialize in retirement plan audits?
Yes, we specialize in ERISA plan audits including 401(k), pension, and health and welfare benefit plans.
What tax compliance services are available?
We handle federal, state, and international tax returns including sales tax, property tax, and foreign reporting.
Do you offer business consulting services?
Yes, we provide business strategy, cash flow management, and entity selection consulting for growing companies.
What areas do you serve?
We primarily serve businesses in San Jose, Santa Clara, and the surrounding Silicon Valley region.
