Business Details
50+ Years
experience
Your Trusted Accounting Partner in San Jose
Established in 1966, Ruzzo Scholl & Murphy Accountancy has built a legacy of trust and expertise in accounting and tax services. Our firm prioritizes client relationships, delivering personalized financial solutions through a team of dedicated professionals. With over five decades of experience, we combine innovative planning with detailed operations to address individual and business accounting needs.Our founders' vision of intimate client service continues through our family-friendly work environment, ensuring long-term client relationships with consistent professionals. We embrace technological advancements to enhance efficiency while maintaining reasonable fees, supported by a team committed to excellence in client service.
Services
Tax Preparation
Financial Planning
IRS Problem Resolution
Succession Planning
Details
- Year established: 1966
Highlights and features
- We offer over 55 years of specialized accounting expertise.
- Our team provides personalized solutions for unique financial needs.
- Partners remain directly accessible to all clients year-round.
- We leverage technology to improve service efficiency and affordability.
- Long-term client relationships ensure deep financial understanding.
What people say
Personalized solutions
Expert tax knowledge
Consistent professionals
Reliable service
Client-focused approach
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing for individuals and businesses. We specialize in federal and state tax returns, utilizing our expertise to maximize deductions while maintaining compliance. Clients benefit from working with the same dedicated professionals year after year.
IRS Problem Resolution
We represent clients in resolving IRS and state tax issues, including audits, collections, and penalty abatements. Our team negotiates directly with tax authorities to achieve favorable outcomes. This service combines deep regulatory knowledge with proven strategies for tax debt resolution.
Business Advisory
Our business advisory service provides strategic financial guidance for company formation, growth, and succession planning. We offer financial statement reviews, cash flow analysis, and tax-efficient business structures. Clients receive customized solutions from experienced accountants familiar with their specific industry needs.
Estate Planning
We help individuals plan for wealth transfer through trusts, wills, and tax-efficient strategies. Our approach considers both current regulations and future uncertainties. The service includes retirement income planning and minimizing estate tax liabilities for long-term financial security.
People
Justin Williams
Accountant
Master's degree from San Jose State University. Former Deloitte Tax professional with expertise in venture capital and corporate clients. Fluent in Spanish and committed to personalized service.
Chris Faria
Accountant, CPA
San Jose State University graduate with decade-long tenure. Known for client relationships and year-round availability. Achieved perfect 300 bowling score and family-oriented professional.
Derek Gurtler
Accountant
Chico State University graduate with 16+ years of experience. Specializes in client comfort and practical accounting advice. Bay Area sports enthusiast and dedicated family man.
Questions
What accounting services do you offer for businesses?
We provide financial statements, business advisory services, tax planning, IRS problem resolution, and succession planning tailored to each business's specific needs.
How do you handle complex tax situations?
Our team specializes in complex tax matters, including IRS disputes, multi-state filings, and innovative planning strategies developed through decades of experience.
Can I work with the same accountant year after year?
Yes, our firm maintains long-term client relationships with consistent professionals who develop deep understanding of your financial circumstances.
What technology do you use to improve service efficiency?
We implement modern accounting software and secure digital platforms to streamline processes while maintaining strict confidentiality and data protection standards.
How does your firm ensure client satisfaction?
Through personalized attention, transparent communication, and leveraging our 55+ years of combined experience to deliver practical, effective financial solutions.
