Business Details
Your Trusted Partner for Accounting and Tax Solutions
At Wubbels & Duffy, we are dedicated to providing exceptional accounting and financial services to individuals and businesses. Our firm operates on three core principles: professionalism, responsiveness, and quality, ensuring clients receive accurate and timely solutions. With decades of combined experience, we specialize in tax preparation, financial planning, forensic accounting, and QuickBooks support, helping clients navigate complex financial landscapes. Our team prioritizes personalized service, offering one-on-one guidance to address unique client needs, whether for retirement planning, estate management, or business succession strategies. We are committed to client success through proactive tax planning, IRS audit representation, and tailored financial advice.Our expertise extends to industries such as manufacturing, real estate, and the cannabis sector, where we deliver specialized advisory services. Clients benefit from our secure portal for document management and our dedication to transparency and ethical practices. Located in San Jose, California, we serve local and regional clients with a focus on building long-term relationships. Our affordable rates and free initial consultations make expert financial guidance accessible to all. By combining technical proficiency with a client-centric approach, we aim to be the trusted partner for all financial and accounting needs.
Services
Tax Preparation
Financial Planning
QuickBooks Setup
Estate Planning
Retirement Planning
Business Accounting
Forensic Accounting
Tax Relief
Succession Planning
IRS Audit Representation
Highlights and features
- We offer over 20 years of combined experience in accounting and tax services.
- Our team provides personalized financial planning tailored to individual client needs.
- We guarantee 24/7 secure client portal access for document management.
- Our firm specializes in IRS audit representation and tax relief solutions.
- We serve niche industries including cannabis, manufacturing, and real estate.
What people say
Personalized financial guidance
Expert tax preparation
Responsive support team
Secure portal access
Industry-specific knowledge
Services
Tax Preparation
We prepare individual and business tax returns with precision, ensuring compliance with evolving tax laws. Our team identifies deductions and credits to minimize liabilities while avoiding penalties. Clients receive clear explanations of their filings for transparency and peace of mind.
Financial Planning
Our financial planning services include retirement, estate, and investment strategies tailored to client goals. We analyze cash flow, risk management, and long-term growth to build sustainable wealth for individuals and families.
QuickBooks Setup
We configure and customize QuickBooks for businesses, integrating third-party tools and training staff. This streamlines financial processes, improves accuracy, and saves time for business owners focused on growth.
IRS Audit Representation
We represent clients during IRS audits, providing documentation and advocacy to resolve disputes efficiently. Our expertise reduces stress and ensures compliance while protecting client interests throughout the process.
Business Advisory
We offer strategic guidance for business accounting, succession planning, and tax compliance. Services include forensic accounting, litigation support, and industry-specific advice to enhance profitability and operational efficiency.
Questions
What services does Wubbels and Duffy offer?
We provide tax preparation, financial planning, QuickBooks setup, forensic accounting, IRS audit representation, and business advisory services for individuals and companies.
How can I prepare for tax season with Wubbels and Duffy?
We guide clients through document organization, tax planning strategies, and compliance checks to ensure accurate and optimized filings.
Do you offer QuickBooks support for small businesses?
Yes, we provide QuickBooks setup, customization, employee training, and ongoing troubleshooting for efficient financial management.
Can you help with IRS tax relief?
We specialize in resolving IRS audits, liens, levies, and payment plans to reduce tax-related stress and penalties.
What industries do you specialize in?
We serve manufacturing, real estate, and cannabis industries with tailored accounting and advisory solutions.
