Business Details
We have served clients in San Jose and beyond for over two decades, combining technical expertise with personalized service. Our founder, Amy Marcoccia, began her accounting career in 1988 after earning a degree from San Jose State University. She gained foundational experience at KPMG Peat Marwick, one of the Big Four firms, before joining a local accounting practice where she became an accounting and tax manager. After a decade of honing her skills, she took a hiatus to raise her children before establishing her independent practice in 2008. We prioritize precision, confidentiality, and client-centric solutions, refusing to outsource any data processing to maintain control over quality and privacy. As members of the California State Society of Certified Public Accountants and the American Institute of Certified Public Accountants, we uphold rigorous professional standards.
Our services span tax planning, financial statement preparation, and IRS representation, tailored to the unique needs of small businesses and individuals. We leverage our QuickBooks ProAdvisor certification to deliver efficient, technology-driven accounting solutions. Continuous professional development ensures we remain current on evolving tax laws and regulatory requirements. Client satisfaction is paramount, and we measure success by the long-term trust and clarity we provide in managing financial obligations and opportunities.
Our services span tax planning, financial statement preparation, and IRS representation, tailored to the unique needs of small businesses and individuals. We leverage our QuickBooks ProAdvisor certification to deliver efficient, technology-driven accounting solutions. Continuous professional development ensures we remain current on evolving tax laws and regulatory requirements. Client satisfaction is paramount, and we measure success by the long-term trust and clarity we provide in managing financial obligations and opportunities.
Highlights and features
- We maintain membership in the California State Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
- We process all client data in-house to ensure confidentiality and quality control.
- We hold QuickBooks ProAdvisor certification for specialized software expertise.
- We offer over 30 years of combined experience in accounting and tax services.
- We guarantee personalized service without outsourcing any client work.
Services
Bookkeeping Services
We provide detailed bookkeeping tailored for self-employed individuals and small businesses, ensuring accurate financial records. Our services streamline cash flow management and provide clear insights for decision-making. By maintaining meticulous records, we help clients reduce errors and optimize operational efficiency.
Tax Planning
We offer proactive tax planning strategies for individuals and businesses to minimize liabilities and maximize savings. Our approach considers current and future financial goals, leveraging up-to-date knowledge of tax regulations. Clients receive personalized guidance to navigate complex tax scenarios effectively.
Tax Return Preparation
We prepare precise individual and business income tax returns, ensuring compliance with federal and state regulations. Our thorough process identifies eligible deductions and credits while minimizing the risk of audits. Clients receive timely filings and clear explanations of their tax obligations.
IRS Representation
We assist clients with IRS and state tax authority issues, including audits, notices, and payment arrangements. Our expertise in tax law enables effective communication with authorities on behalf of clients. We resolve disputes efficiently to reduce stress and financial exposure.
QuickBooks Services
We provide certified QuickBooks setup, training, and troubleshooting as QuickBooks ProAdvisors. Our services help businesses maximize software efficiency for invoicing, payroll, and financial reporting. Clients gain real-time financial visibility and streamlined accounting workflows.
Reviews (1)
Doyle K
Sep 07, 2009
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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.
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.