Business Details
Certified Public Accountants in San Jose
Buchanan & Reed is a full-service CPA firm with over 30 years of experience in public accounting. Our team of energetic, professional staff specializes in serving dynamic, closely held business entities, their owners, and high-net-worth individuals. We pride ourselves on clear communication and availability, extending beyond traditional CPA roles to understand our clients' unique needs. Our services include accounting and auditing, tax compliance and planning, business and personal planning.We collaborate with legal, retirement, estate, banking, investment, and insurance professionals to provide comprehensive solutions. Founded on principles of excellence and trust, we strive to help our clients achieve long-term success through personalized, strategic financial guidance.
Services
Corporate Taxes
Tax Planning
Financial Planning
Audit Services
Nonprofit Accounting
S Corporation Filings
Trust Administration
Cash Flow Analysis
Highlights and features
- We offer 30+ years of public accounting experience with senior professionals
- Our team collaborates with legal and financial experts for comprehensive solutions
- We provide personalized service through clear, direct communication channels
- Specialized expertise in business succession planning and tax optimization
- Proven track record serving closely held businesses and high-net-worth individuals
Services
Corporate Taxes
We provide comprehensive corporate tax services including compliance, planning, and optimization strategies. Our team handles LLCs, partnerships, S corporations, and C corporations. With deep expertise in business taxation, we help companies minimize liabilities while maintaining regulatory compliance through proactive year-round tax management.
Tax Planning
Our proactive tax planning services focus on long-term savings and compliance. We analyze business operations and personal finances to identify deductions, credits, and deferral opportunities. By combining strategic timing of income and expenses with entity structure optimization, we help clients reduce tax burdens while supporting financial growth objectives.
Financial Planning
We offer integrated financial planning services covering cash flow management, investment strategies, and retirement planning. Our approach considers tax implications across all planning areas. By collaborating with financial advisors and estate planning attorneys, we create customized roadmaps that align with clients' business goals and personal financial objectives.
Audit Services
Our audit services ensure financial statements meet regulatory standards and stakeholder requirements. We conduct thorough examinations of accounting records, internal controls, and financial processes. The team provides assurance services for businesses seeking credibility with investors, lenders, or regulatory bodies through transparent, accurate financial reporting.
Nonprofit Accounting
We specialize in nonprofit accounting solutions including grant compliance, fund accounting, and tax exemption management. Our services help organizations maintain proper financial controls while meeting reporting requirements. We work with boards and executives to develop sustainable financial strategies that support mission-driven objectives and donor expectations.
People
Brian Reed
CPA and Co-Founder
With over 30 years in public accounting, Brian co-founded Buchanan & Reed to provide strategic financial guidance. He specializes in business taxation and works closely with owners to develop growth strategies while maintaining compliance with evolving regulations.
David Buchanan
CPA and Co-Founder
David brings extensive experience in financial planning and audit services. As co-founder, he focuses on building long-term client relationships and ensuring the firm maintains the highest professional standards in all accounting and advisory services provided.
Iris Govea
Tax Manager
Iris leads our tax compliance team with expertise in individual and business tax preparation. She specializes in identifying tax-saving opportunities while ensuring accurate filings across various business structures and complex financial situations.
Mike Morales
CPA & Director
As Director, Mike oversees audit engagements and financial reporting. He ensures technical excellence in accounting standards compliance while mentoring staff on best practices for financial statement analysis and regulatory requirements.
Questions
What accounting services do you offer for businesses?
We provide corporate tax preparation, audit services, financial planning, business succession planning, and compliance support for LLCs, partnerships, S corporations, and nonprofits.
Do you work with individual taxpayers?
Yes, we handle personal tax planning, preparation, and financial advisory services for high-net-worth individuals, including investment and estate tax considerations.
How do you support nonprofit organizations?
We offer specialized accounting for nonprofits including grant compliance, fund accounting, Form 990 filings, and financial reporting tailored to meet donor and regulatory requirements.
What makes your firm different from other CPAs?
Our team combines 30+ years of experience with collaborative partnerships across financial disciplines to deliver comprehensive solutions that address both business and personal financial needs.
How can I schedule a consultation?
Contact us at 408-351-1228 or through our website contact form to discuss your specific needs and arrange an initial consultation with our accounting professionals.
