Savvy Tax & Bookkeeping

Savvy Tax & Bookkeeping has been a trusted provider of tax preparation services for both individuals and businesses since 2018. Founded by Zdenka Kolarik, JD EA, with a total of 15 years of experience in tax, bookkeeping, law, real estate, mortgage, and licensing, Savvy Tax & Bookkeeping has quickly become a one-stop-shop for all tax-related needs. With two convenient locations in San Jose and Morgan Hill, Savvy Tax & Bookkeeping is committed to providing personal and quality tax services.

Our team of tax professionals, led by Zdenka Kolarik, is authorized to represent taxpayers before the IRS for tax issues, including audits, collections, and appeals. Our Enrolled Agent and CTEC licensed preparer have expertise in handling even the most intricate and complex returns. We specialize in individual 1040 plus State returns, as well as more complicated returns such as S-Corp, C-Corp, Partnership, Fiduciary, and Non-Profit returns. Our team is knowledgeable in handling Schedule C (sole proprietors), Schedule E (rentals, supplemental income and loss), Restricted Stock Sales, ESPP, Stock Options, Property Disposition, Capital Gains or Loss, among others.

Services We Provide

At Savvy Tax & Bookkeeping, we take pride in offering a wide range of services designed to meet the unique needs of our clients. Our services include:

• Personal Tax Preparation: Our team of licensed professionals provides accurate and on-time tax preparation services. Whether you have simple or complex tax situations, we have the expertise to handle them all. We understand that tax problems can be stressful, which is why we are here to help you navigate them with ease.
• Notarial Services: Savvy Tax & Bookkeeping offers a wide variety of notarial services, including mobile services. We are committed to providing our clients with the convenience and flexibility they need.
• Business Tax Preparation: At Savvy, we keep up with changes in the tax laws to ensure that our business clients keep more money in their hands. We are always looking for new ways to help our clients save money and stay compliant with tax laws.
• Business Formation: Our team at Savvy Tax & Bookkeeping understands the importance of starting a business on a firm legal footing. We are here to help you with the formation of business entities and other legal considerations.

Our Professionals

Savvy Tax & Bookkeeping is led by Zdenka Kolarik, JD EA, a tax consultant with a wealth of experience in tax, bookkeeping, law, real estate, mortgage, and licensing. Zdenka is authorized to represent taxpayers before the IRS for tax issues, including audits, collections, and appeals. She is dedicated to providing personal and quality tax services to each and every client.

Contact Us

If you have any questions or would like to schedule an appointment, please don't hesitate to contact us. We have two Bay Area locations to serve your needs, as well as a mailing address and phone number. Our office hours are Monday-Friday from 9:00AM-7:00PM by appointment, and Saturday & Sunday from 9:00AM-7:00PM by appointment. Hours may vary during tax season.