Business Details
We established Savvy Tax & Bookkeeping in 2018 to provide reliable tax services to individuals and businesses. Our founder, Zdenka Kolarik, brings over fifteen years of tax preparation and bookkeeping experience to every client engagement. We are an Enrolled Agent and CTEC licensed preparer, authorized to represent taxpayers before the IRS on audits, collections, and appeals. Our team holds a Juris Doctor degree, enabling us to handle complex tax matters involving business entities, trusts, and nonprofits. We specialize in preparing individual 1040 returns, state filings, and intricate business returns such as SCorp, CCorp, Partnership, and Fiduciary filings.
We also prepare trust and nonprofit organization returns with strict adherence to IRS regulations and full compliance. For business clients, we stay current with changing tax laws and identify legitimate strategies to reduce tax liabilities. We offer business formation services, helping clients establish entities on a solid legal footing. Our two Bay Area offices in Morgan Hill and San Jose provide convenient, inperson support by appointment. We commit to accurate, ontime tax preparation and maintain open communication throughout the process. Our goal is to deliver professional, trustworthy service that ensures client satisfaction and peace of mind.
We also prepare trust and nonprofit organization returns with strict adherence to IRS regulations and full compliance. For business clients, we stay current with changing tax laws and identify legitimate strategies to reduce tax liabilities. We offer business formation services, helping clients establish entities on a solid legal footing. Our two Bay Area offices in Morgan Hill and San Jose provide convenient, inperson support by appointment. We commit to accurate, ontime tax preparation and maintain open communication throughout the process. Our goal is to deliver professional, trustworthy service that ensures client satisfaction and peace of mind.
Highlights and features
- We have over 15 years of tax experience.
- We are Enrolled Agents authorized to represent clients before IRS.
- We hold a Juris Doctor degree for expert tax guidance.
- We operate two Bay Area offices for convenient inperson service.
- We stay current with tax laws to maximize client savings.
Services
Personal Tax Preparation
We prepare accurate and ontime personal tax returns, including individual 1040 forms and state filings, for individuals seeking reliable service. Our licensed professionals address tax problems and ensure timely filing to avoid penalties. Clients receive dependable support and the confidence that their taxes are handled correctly.
Business Tax Preparation
We prepare business tax returns for corporations, partnerships, and other entities, staying current with evolving tax laws. Our goal is to identify legitimate strategies that reduce tax liabilities and keep more profit in your business. Clients benefit from accurate filings, proactive planning, and peace of mind regarding IRS compliance.
Business Formation
We assist entrepreneurs in forming legal business entities, ensuring a solid foundation for new ventures. Our service includes entity selection, paperwork filing, and compliance with state requirements. Clients receive expert guidance that minimizes risk and positions their business for longterm success.
