Business Details
45 Years
experience
Your Trusted Accounting Partner in San Jose, CA
Alam Accountancy has provided year-round personalized professional accounting services since 1981. Our firm combines decades of experience with a client-centric approach to tax planning, financial strategy, and business solutions. We specialize in navigating complex tax laws to ensure compliance while optimizing financial outcomes for individuals and businesses. Our team of certified professionals delivers tailored bookkeeping, estate planning, and management advisory services, prioritizing transparency and long-term client relationships. With a focus on continuous education and industry expertise, we empower clients to achieve financial stability and growth through informed decision-making. 
Services
Bookkeeping Services
Business Solutions
Financial Planning
Tax Planning
Tax Preparation
Details
- Year established: 1981
Highlights and features
- We have over 40 years of combined experience in accounting and tax services.
- Our team includes certified CPAs and Enrolled Agents with specialized expertise.
- We provide year-round tax and financial planning tailored to individual needs.
- Our client-focused approach emphasizes personalized service and transparency.
- We serve San Jose businesses with localized industry knowledge and solutions.
Associations and certifications
- American Institute of CPAs
- California Society of CPAs
- National Association of Enrolled Agents
- Accreditation Council for Accountancy and Taxation Inc.
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic income splitting, deduction optimization, and deferral techniques. We analyze your financial situation to implement legal tax-saving strategies aligned with current regulations. Clients benefit from proactive year-round planning to reduce tax burdens while ensuring compliance with federal and state requirements.
Bookkeeping Services
We offer comprehensive bookkeeping solutions including payroll processing, sales tax reporting, and financial record management. Our services ensure accurate tracking of business transactions and timely regulatory filings. Clients gain streamlined financial operations and real-time insights to support informed business decisions while reducing administrative burdens.
Financial Planning
Our financial planning services cover retirement strategies, investment optimization, and estate preservation techniques. We create customized roadmaps to achieve long-term financial goals through diversified portfolio management and risk assessment. Clients receive ongoing guidance to adapt plans to changing life circumstances and market conditions.
Business Solutions
We provide business consulting for organizational structure, financing strategies, and operational efficiency improvements. Our solutions address cash flow management, cost control, and growth planning for startups and established companies. Clients gain actionable insights to enhance profitability and navigate complex business challenges.
Estate Planning
Our estate planning services include will creation, trust establishment, and tax-efficient asset transfer strategies. We help clients protect assets, reduce estate taxes, and ensure legacy preservation through comprehensive documentation. Clients receive guidance on healthcare directives and succession planning to provide peace of mind for future generations.
People
Shermine Tawni Alam
President/CEO
Shermine Tawni Alam, CPA, leads Alam Accountancy with 25+ years of experience in tax strategy and business finance. She specializes in individual and corporate tax planning while managing client relationships. Her background includes roles at PwC and Wells Fargo Capital Finance.
Khorshed Alam
Founder
Khorshed Alam, retired CPA and Enrolled Agent, founded the firm in 1981. He brings 40+ years of expertise in tax representation and business consulting. He previously served as CFO for the California Tax Education Council and received multiple industry awards for professional leadership.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax preparation, financial reporting, and business consulting services tailored to small businesses in San Jose and surrounding areas.
Do you specialize in individual or corporate tax planning?
We offer tax planning services for both individuals and corporations, including income tax strategies, estate tax reduction, and compliance solutions for all business structures.
How can you help with estate planning?
Our estate planning services include will creation, trust establishment, tax-efficient asset transfer strategies, and healthcare directives to ensure your legacy is preserved according to your wishes.
Are your accountants certified professionals?
Yes, our team includes Certified Public Accountants (CPAs) and Enrolled Agents (EAs) with specialized accreditation from recognized industry organizations like the AICPA and IRS.
What areas do you serve?
We primarily serve San Jose, California, and surrounding communities, providing personalized accounting services to local businesses and residents since 1981.
