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Starting a business
Choosing the right entity, setting up clean books, and structuring owner pay so the first year doesn't quietly cost you the next three.
Downtown San Jose · 84 W. Santa Clara Street
Personal and business tax returns. Multi-state filings. Payroll, sales tax, and year-round planning — from Downtown San Jose.
EVP Accounting is an authorized IRS e-file provider serving individuals, business owners, and multi-state taxpayers. Whether you need a clean personal return, a complex cross-state filing, or ongoing payroll and sales tax reporting, you get a real advisor who knows your situation — not a questionnaire.
Downtown
San Jose rooted
Personal
Beyond software
Every stage
Of growth
Because life doesn't stay the same
Your tax strategy should evolve as your life evolves.
A new home, a growing company, a move across state lines, an inheritance, a new generation joining the family business — each of these changes the right tax decision. We're the firm clients call when the answer is no longer obvious.
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Purchasing a home
Coordinating the tax side of a major California real estate decision — withholdings, deductions, basis, and what changes on next year's return.
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Expanding the company
New hires, new locations, new states. We help you plan ahead of the complexity, not file around it.
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Inheritance & wealth transitions
Step‑up basis, beneficiary reporting, trust filings, and the conversations that protect a family's long‑term plan.
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Family growth
Marriage, children, dependent care, education — each one quietly rewrites the optimal return. We make sure nothing is left on the table.
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Multi‑state moves
Residency rules, allocation, part‑year filings, and the California exit/entry questions that catch most taxpayers off guard.
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Retirement planning
Roth conversions, RMD timing, Social Security strategy, and the long arc of distributions across the next twenty years.
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Selling a business
Asset vs. stock decisions, installment treatment, and the year‑of‑sale planning that determines what actually lands in your pocket.
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Major liquidity events
Equity exercises, real estate gains, and the planning conversations that turn a one‑time event into a long‑term plan.
Beyond tax software
Software can fill in forms. It can't understand your goals, your business, or your future.
DIY tools work fine when life is simple. The moment things get real — a business, a move, a partnership, a family event — the right answer stops being something a questionnaire can find. That's where we come in.
Strategy, not data entry
We don't just file what already happened. We plan what's about to happen so this year's return reflects deliberate decisions.
A real person who knows your file
The same advisor, year after year — someone who remembers the entity you formed in 2021 and the rental property you bought in 2023.
Plain‑English answers
Tax code translated into the question you actually asked. No jargon, no boilerplate, no waiting two weeks for a yes/no.
Proactive, not reactive
We reach out before deadlines and big decisions — so the year ends with a plan, not a surprise.
One firm. Every stage of growth.
Clients don't outgrow EVP — the firm grows with them.
From an individual return today to a multi‑entity, multi‑state operation a decade from now, the same firm stays beside you — with deeper expertise the more complex things become.
Individual Returns
Personal tax done with care.
Federal and California returns prepared by a real advisor, with year‑round questions answered as part of the relationship.
Learn moreBusiness Tax Returns
For owners who want it done right.
Schedule C, LLC, partnership, S‑corp, and C‑corp returns prepared in coordination with the owner's personal filing.
Learn morePartnerships
Built for shared ownership.
K‑1s, basis tracking, special allocations, and the conversations that keep partner relationships clean at year‑end.
Learn moreCorporations
S‑corp and C‑corp expertise.
Reasonable compensation analysis, distribution planning, and the year‑round structure that makes the corporate election actually pay off.
Learn moreMulti‑State Returns
California and beyond.
Apportionment, nexus, residency, and part‑year returns for taxpayers and businesses operating across state lines.
Learn morePayroll Reporting
Reliable and on time.
Payroll runs, federal and California filings, new‑hire reporting, and clean year‑end W‑2 and 1099 packages.
Learn moreSales Tax Reporting
California's most over‑looked filing.
CDTFA registration, monthly or quarterly returns, and the documentation trail that keeps audits short.
Learn moreTax Planning
Decisions made before deadlines.
Mid‑year and Q4 projections, entity strategy, and proactive moves — so the return reflects choices, not surprises.
Learn moreCFO Advisory Support
A finance partner in the room.
Quarterly reviews, KPI dashboards, owner compensation strategy, and the strategic conversations growing businesses need.
Learn moreServices, reframed around your situation
Most clients don't show up asking for a service. They show up with a situation.
Here's how we tend to start — translated into the language of real life, not the language of the tax code.
"We just bought a second home in another state."
Residency strategy, withholding allocation, and a clean multi‑state plan before next April.
"Our LLC just hit a size where things feel out of control."
Bookkeeping cleanup, S‑corp evaluation, payroll structure, and a tax plan that scales with you.
"I'm inheriting property and not sure what to do."
Step‑up basis, beneficiary reporting, and coordination with your attorney and financial advisor.
"We're hiring our first employees in California."
EDD registration, payroll setup, sales tax review, and the compliance pieces most owners miss.
"I switched from W‑2 to 1099 mid‑year."
Quarterly estimates, entity choice, retirement strategy, and a clean reset on the rest of the year.
"Our partnership is adding (or buying out) a partner."
Basis adjustments, special allocations, and the documentation trail that prevents next year's headache.
What working with EVP feels like
Responsive. Personal. Organized. Built on relationships.
From the first call to the quiet rhythm of ongoing support, the experience is designed to feel like a real partnership — not a transaction.
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Onboarding
A short discovery call, a secure intake of your prior returns and books, and a written summary of what we see — before any engagement starts.
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Planning conversations
Mid‑year and year‑end planning sessions where we look ahead together, not just at what already happened.
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Ongoing support
Quick answers to the questions that come up between filings — the way it should be when you have a real advisor.
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Document access
Everything organized in one place. Your returns, schedules, and source documents are always one click away.
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Secure client portal
Encrypted document exchange, e‑signature, and a single source of truth for your financial records — California‑compliant and reviewed annually.
Proud to serve San Jose
Rooted in Downtown. Built for the community that built this city.
San Jose was a working city long before it was a famous one — a community of families, restaurateurs, contractors, real estate owners, professionals, and second‑generation business owners who shaped the South Bay. That's the community EVP Accounting was built to serve.
Our office sits on Santa Clara Street, a few blocks from Plaza de César Chávez and San Pedro Square — the historic center of the city we call home.
Downtown San JoseSanta Clara StreetWillow GlenAlmaden ValleyCambrian ParkRose GardenJapantownBerryessa
Visit the office
84 W. Santa Clara Street, Suite 510
San Jose, California 95113
A few steps from City Hall, the Tech Interactive, and the historic core of Downtown — by appointment, Monday through Friday.
Let's talk
Let's simplify the complex side of life.
A short conversation is the easiest way to figure out what your situation actually calls for — and what working together would look like. No pressure, no obligation.
84 W. Santa Clara Street, Suite 510 · Downtown San Jose, California