We are a San Jose based full-service Silicon Valley CPA firm specializing in the needs of startups, closely held companies, their owners, and high net-worth individuals. We are hiring - send us your resume! You can log in to view or update your tax information at any time. All of your account information is secured using 256-bit SSL encryption, and we can give you access to your tax forms online.

Stay current with recent tax changes, news, and financial tips. We provide a newsletter monthly here on our site and via email so you can stay in touch with changing regulation throughout the year.

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About Us

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For years, Wubbels & Duffy CPAs RLLP has been providing quality, personalized financial guidance to local individuals and businesses. Wubbels & Duffy CPAs RLLP's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Tax Planning

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So what should I expect with the Tax Reform Act that was just pushed through in record time? The Republican's stated objective was tax simplification, but many of the changes are really anything but that. When you are granted Incentive Stock Options (ISOs), there is no tax effect for you. When you exercise the options there is no addition to your regular taxable income.

Tax Preparation

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A. You may be able to have the penalties abated. Whether it is the IRS, the California Franchise Tax Board, or some other state or city that has assessed the penalties, they will often accept your explanation of reasonable cause as justification to remove penalties that have been assessed. In most cases, a well-written letter with relevant supporting documentation showing a reasonable explanation of why tax returns were filed late or why taxes were paid late will help to mitigate penalties.A. What a difference a day makes!

Trustee Services

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Many individuals - lacking the experience and expertise necessary to administer an estate or trust properly - have no idea of what this responsibility involves. Help may not, and probably should not, come from the attorney who prepared the will or trust because of the potential conflict of interest and ethical problem associated with the question of who they represent - the fiduciary, the estate or trust or the surviving spouse.

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