Business Details
Your Trusted Tax & Accounting Partner in San Jose
Keystone Tax was founded on the principle of delivering personalized, high-quality tax and accounting solutions tailored to the unique needs of businesses and individuals. Our team combines deep technical expertise with a commitment to ethical standards, ensuring clients receive accurate, strategic advice that aligns with their financial goals. With over 15 years of experience in the tax industry, including roles at Deloitte and regional CPA firms, our lead professionals bring a wealth of knowledge to complex tax planning, preparation, and resolution scenarios.We prioritize responsiveness, maintaining a paperless environment to reduce our carbon footprint while leveraging technology to streamline processes. Our dedication to community involvement and continuous professional growth underscores our mission to provide practical, client-focused solutions that stand the test of evolving tax regulations.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
QuickBooks Setup
Small Business Accounting
Payroll Services
Tax Problem Resolution
Business Consulting
Succession Planning
Highlights and features
- We offer over 15 years of specialized tax expertise from former Deloitte professionals.
- Our team provides IRS-certified representation for audit and tax resolution cases.
- We implement paperless accounting systems to ensure environmental sustainability.
- Our QuickBooks specialists deliver tailored setup and training for small businesses.
- We combine strategic tax planning with personalized client support for optimal outcomes.
Services
Tax Preparation
We prepare accurate, compliant tax returns for individuals and businesses, leveraging expertise in complex deductions and credits. Our process ensures minimized liabilities while adhering to evolving regulations. Clients benefit from strategic guidance to avoid common filing errors.
IRS Audit Representation
Our IRS-certified professionals provide robust representation during audits, ensuring proper documentation and communication. We advocate for clients to resolve disputes efficiently while protecting their financial interests throughout the process.
QuickBooks Setup
We configure QuickBooks systems tailored to business needs, including chart of accounts and payroll integration. Training and ongoing support ensure clients maximize efficiency and maintain accurate financial records independently.
Tax Problem Resolution
We assist with back taxes, penalty abatement, and payment plans to resolve IRS liens or levies. Solutions focus on reducing financial burdens while restoring compliance through legally sound strategies.
Small Business Accounting
Monthly bank reconciliations, income statements, and balance sheets form our core accounting package. Additional services like payroll and financial consulting help businesses maintain organized records and informed decision-making.
People
Ellen Domorad
Founder & Enrolled Agent
Ellen Domorad, MST, EA, founded Keystone Tax with 15+ years of experience from Deloitte and regional CPA firms. She specializes in tax planning, IRS representation, and international tax issues, holding a Master's in Taxation from San Jose State University.
Jackie
Accounting Specialist
Jackie joined Keystone Tax in 2017, focusing on financial reporting and bookkeeping for small to medium businesses. She provides tailored support for payroll, tax preparation, and QuickBooks management.
Questions
What tax preparation options do you offer?
We provide expert tax preparation for individuals and businesses, including complex returns, foreign tax compliance, and strategic filing to maximize refunds.
How do you handle IRS audit cases?
Our IRS-certified team prepares documentation, communicates with the IRS, and negotiates resolutions to minimize penalties and close audits efficiently.
Do you support QuickBooks users?
Yes, we offer QuickBooks setup, training, and troubleshooting for small businesses to streamline accounting processes and ensure accurate financial tracking.
What accounting services are included monthly?
Monthly services include bank reconciliation, income statements, balance sheets, and general ledger cleanup, with optional payroll and tax planning add-ons.
Can you help with tax debt issues?
We resolve back taxes, penalty abatement, and payment plans while negotiating with the IRS to reduce liabilities and restore compliance.
What industries do you specialize in?
We serve small businesses across sectors, including real estate, professional services, and e-commerce, with tailored tax and accounting solutions.
