EVP Accounting — tax, accounting, consultingSchedule a Consultation
Services

One firm. Every stage of growth.

From a personal return today to a multi‑entity, multi‑state operation a decade from now — the same San Jose firm stays beside you, with deeper expertise the more complex things become.

01

Individual Tax Returns

Personal tax done with care.

Federal and California returns prepared by a real advisor who remembers your situation from one year to the next — not a faceless preparer who treats every return like a stranger.

  • Federal Form 1040 with all schedules
  • California Form 540 and applicable schedules
  • Investment, rental, and K‑1 income coordination
  • Itemized vs. standard deduction analysis
  • Estimated payments and withholding tune‑up
  • Year‑round questions answered as part of the engagement
02

Business 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 so nothing falls through the cracks.

  • Schedule C and single‑member LLC returns
  • Form 1065 partnership returns and K‑1 issuance
  • Form 1120‑S and 1120 corporate returns
  • California Form 568 and Form 100 series
  • Owner compensation and distribution review
  • Coordinated personal return for owners
03

Partnerships

Built for shared ownership.

Partnership returns done by a firm that actually understands partner economics — basis, capital accounts, special allocations, and clean K‑1s every January.

  • Form 1065 preparation and K‑1 delivery
  • Capital account and tax basis tracking
  • Special and substantial economic effect allocations
  • Guaranteed payment structuring
  • Partner buy‑in and buy‑out coordination
  • Multi‑state partnership filings
04

Corporations

S‑corp and C‑corp expertise.

Corporate returns paired with the strategic conversations that make the corporate election actually pay off — reasonable comp, distributions, and accumulated earnings.

  • Form 1120‑S and 1120 preparation
  • Reasonable compensation analysis
  • Owner draw and distribution planning
  • Built‑in gains and basis tracking
  • California minimum franchise tax planning
  • Coordinated officer/owner personal returns
05

Multi‑State Returns

California and beyond.

For taxpayers and businesses operating across state lines — residency, apportionment, nexus, and part‑year returns handled in one coordinated package.

  • Part‑year and non‑resident state returns
  • California residency and exit planning
  • Nexus review for growing businesses
  • Apportionment and allocation analysis
  • Multi‑state payroll and sales tax coordination
  • Composite and PTET filings where applicable
06

Payroll Reporting

Reliable and on time.

Payroll runs, tax deposits, and the federal and California filings small business owners shouldn't have to think about — handled quietly in the background.

  • Bi‑weekly or semi‑monthly payroll runs
  • Direct deposit and paystub delivery
  • Federal 941, 940, and California DE 9/DE 9C filings
  • EDD new hire reporting
  • Year‑end W‑2 and 1099‑NEC preparation
  • Workers' compensation coordination
07

Sales Tax Reporting

California's most over‑looked filing.

CDTFA registration, prepayments, and monthly or quarterly returns — handled by a firm that actually reads California's bulletins so you don't have to.

  • CDTFA registration and account setup
  • Monthly, quarterly, or annual return preparation
  • Use tax and out‑of‑state purchase tracking
  • District tax allocation
  • Marketplace facilitator reconciliation
  • Audit support and notice response
08

Tax Planning

Decisions made before deadlines.

Year‑round projections so every meaningful move — hiring, equipment, distributions, a new entity, a sale — is made with the tax picture clearly in front of you.

  • Mid‑year and Q4 tax projections
  • Entity structure and election strategy
  • Quarterly estimated payment guidance
  • Retirement contribution planning
  • Year‑end tax savings moves
  • On‑call answers to the questions in between
09

CFO Advisory Support

A finance partner in the room.

Quarterly business reviews, KPI dashboards, and the strategic conversations growing businesses need — without hiring a full‑time CFO.

  • Quarterly business review meetings
  • Profitability and margin analysis
  • Custom KPI and financial dashboards
  • Hiring, expansion, and capital decisions
  • Coordination with attorneys, lenders, and advisors
  • Annual long‑term planning session
A relationship‑first practice

The kind of firm clients keep for fifteen years.

EVP Accounting is intentionally not a high‑volume shop. We take on a limited number of new clients each year so the work stays personal, the planning stays proactive, and the same advisor stays on your file from one year to the next.

Our best‑fit clients are individuals, families, and business owners whose situation has outgrown software — and who want a firm in Downtown San Jose they can call when the answer matters.

Next step

Not sure which service fits? Start with a conversation.

A short consultation is the easiest way to figure out what your situation actually calls for — and what working together would look like.

See Pricing →Schedule a Consultation