Business Details
31 Years
experience
Expert Accounting & Tax Services in Santa Clara, CA
Bennet, Shay has been a trusted partner in accounting and tax services since 1995, founded by Bennet Perera with over three decades of combined experience in financial management and tax compliance. Our team of licensed professionals specializes in delivering tailored solutions for small businesses, executives, and independent professionals, including bookkeeping, payroll processing, strategic tax planning, and part-time CFO services. We prioritize personalized attention, leveraging advanced technology to streamline financial operations while maintaining a strong focus on accuracy and client education. Our expertise spans diverse industries such as dentistry, healthcare, law, manufacturing, and real estate, ensuring specialized knowledge for niche markets. With a commitment to transparency and ethical standards, we help clients navigate complex tax laws, maximize deductions, and achieve long-term financial stability.Our dedication to continuous improvement is reflected in our adoption of modern accounting software like QuickBooks, which we implement to enhance business efficiency. Recognized for quality service and responsiveness, we offer free consultations to address individual and business-specific needs. Our team includes certified professionals such as CPAs, Enrolled Agents, and CTEC-registered tax preparers, ensuring compliance with federal and state regulations. Located in Santa Clara, CA, we serve local businesses while maintaining a reputation for excellence that extends beyond the region. By combining technical expertise with a client-centric approach, we empower businesses to focus on growth while we manage their financial foundation.
Services
Small Business Accounting
Bookkeeping Services
Payroll Processing
Part-Time CFO Services
Business Advisory
Financial Planning
Succession Planning
Tax Preparation
Cryptocurrency Accounting
QuickBooks Setup
Details
- Year established: 1995
Highlights and features
- We offer 30+ years of combined experience in accounting and tax compliance.
- Our team includes licensed CPAs, Enrolled Agents, and CTEC-certified professionals.
- We specialize in industry-specific solutions for dentists, healthcare providers, and law firms.
- We utilize advanced QuickBooks integration for streamlined financial management.
- We provide free initial consultations to address client-specific needs.
What people say
Leading firm in the area
Personal and professional attention
Professional and responsive
Quality service
Services
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including financial reporting, cash flow analysis, and budgeting. Our services ensure accurate record-keeping and strategic financial guidance to support growth. Clients benefit from customized reporting systems and expert advice tailored to their industry needs.
Bookkeeping Services
Our bookkeeping services include accounts payable/receivable management, bank reconciliations, and payroll processing. We implement efficient systems for businesses of all sizes, ensuring accurate financial tracking and compliance with tax regulations through modern accounting software.
Payroll Processing
We handle payroll tax compliance, direct deposits, and W-2/1099 reporting while staying updated on legislative changes. Our clients receive timely, accurate payroll processing with detailed reports to simplify financial management and reduce administrative burdens.
Part-Time CFO Services
Our outsourced CFO services offer strategic financial planning, cash flow optimization, and tax compliance guidance. Businesses gain access to expert financial leadership without full-time costs, enabling data-driven decisions for long-term success and growth.
Tax Preparation
We specialize in individual and business tax preparation, maximizing deductions while ensuring compliance. Our team handles complex tax scenarios, including cryptocurrency reporting and succession planning, with personalized strategies to minimize liabilities.
People
Bennet Perera
Director
Founder with 30+ years of experience, formerly senior accountant at Wheeler and Co. CPAs, specializing in tax strategy and business financials.
Weng (Gary) Ng
Tax Manager
CPA and Enrolled Agent with prior IRS audit experience, providing tax compliance and planning services for high-net-worth individuals and small businesses.
Michel Nguyen
Senior Tax Associate
CTEC-certified professional with four years of tax preparation experience, specializing in individual and business tax planning solutions.
Victor Laurel
Tax Associate
CTEC-certified associate with 25+ years of tax and financial management experience, serving individuals and small businesses since 2017.
Samantha Guitron
Tax Assistant
CTEC-certified professional with nine years of tax industry experience, supporting both client services and office administration operations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial reporting, tax planning, and part-time CFO services tailored to small businesses.
How can you help with tax preparation for individuals?
Our licensed professionals maximize deductions and ensure compliance with federal/state tax laws for individual returns.
Do you specialize in QuickBooks setup and support?
Yes, we offer QuickBooks implementation, training, and troubleshooting for small to mid-sized businesses.
What industries do you specialize in?
We focus on dentists, healthcare providers, law firms, manufacturers, and real estate professionals.
How do I schedule a consultation?
Call us at (408) 481-0406 or use our online form to request a free initial consultation.
