Business Details
Your Trusted Partner for Accounting Solutions
At Smart Tax, we take a practical, results-oriented approach to helping clients achieve their financial goals. With a deep understanding of the complexities small businesses face, we offer customized accounting, tax, and financial guidance tailored to each client's unique needs. Our San Jose-based team brings extensive experience in bookkeeping, financial projections, strategic tax planning, and business accounting, serving industries ranging from construction and manufacturing to healthcare and real estate. Founded on principles of client satisfaction and personalized service, we prioritize transparency, accuracy, and proactive support to help businesses thrive.Our CEO, Sanjivani Salunkhe, combines over a decade of expertise in tax preparation and accounting with specialized knowledge in RSU stock options, rental property schedules, and business returns. By handling complex financial tasks, we empower business owners to focus on growth while ensuring compliance and maximizing profitability. Our commitment to excellence extends to notary services during tax season and resources like tax organizers and calculators to enhance client preparedness. With prompt, professional service and a passion for client success, we aim to be the trusted partner for all accounting and tax needs.
Services
Small Business Accounting
Tax Planning
Payroll Services
QuickBooks Support
Notary Services
Outsourced CFO Services
Foreign Reporting
Bookkeeping
Highlights and features
- We offer over 10 years of specialized tax and accounting experience.
- Our team provides customized solutions for diverse small business needs.
- We prioritize strategic tax planning to minimize liabilities and maximize profits.
- Client satisfaction is our top priority with personalized, transparent service.
- We deliver industry-specific expertise for construction, healthcare, and more.
Associations and certifications
- CTEC
Services
Small Business Accounting
Our small business accounting services provide accurate financial management tailored to your industry needs. We handle day-to-day bookkeeping, cash flow organization, and budget development to ensure financial clarity. With expertise in construction, manufacturing, and healthcare sectors, we help businesses streamline operations and make informed growth decisions.
Tax Planning
Strategic tax planning services focus on minimizing liabilities while maximizing profitability. We analyze your financial situation to implement money-saving strategies, including RSU stock options and rental property schedules. Our approach ensures compliance with evolving tax laws while optimizing returns for individuals and businesses.
Payroll Services
Payroll services simplify employee compensation and tax compliance. We manage wage calculations, tax withholdings, and regulatory filings to reduce administrative burdens. This service ensures accurate, timely payments while adhering to federal and state requirements, allowing businesses to focus on core operations.
QuickBooks Support
QuickBooks support services include setup, training, and ongoing technical assistance for small businesses. We ensure accurate financial tracking and reporting by customizing the software to your workflow. This service enhances efficiency and provides real-time insights into business performance.
Notary Services
Affordable notary services during tax season include document verification for affidavits, power of attorney, and passport renewals. Our mobile notary option provides convenience for clients requiring on-site certification. This service ensures legal validity and compliance with state regulations.
People
Sanjivani Salunkhe
CEO and Founder
Sanjivani Salunkhe, CEO and founder, brings over a decade of tax and accounting expertise. With a Bachelor of Accounting from India and a Financial Planning Certificate from Canada, she specializes in RSU stock options, rental property schedules, and business returns for diverse industries.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial projections, and outsourced CFO services tailored to small businesses in industries like construction, healthcare, and retail.
Do you specialize in tax planning for specific industries?
Yes, we offer strategic tax planning for construction, manufacturing, dental practices, medical offices, real estate, and franchise businesses to minimize liabilities and maximize profits.
What is included in your QuickBooks support?
Our QuickBooks support includes software setup, customization, training, and troubleshooting to ensure accurate financial tracking and reporting for small businesses.
Are notary services available year-round?
Notary services are offered at a discounted rate during tax season, including mobile options for affidavits, power of attorney, and passport-related documents.
How can I schedule a consultation?
Call us at 408-712-0272 or complete our online consultation form to discuss your accounting, tax, or notary service needs with our team.
