Business Details
Your Trusted Tax and Bookkeeping Partner in San Jose
At Fractions Tax and Bookkeeping Tax and Bookkeeping, we are dedicated to delivering exceptional tax and bookkeeping services tailored to meet the unique needs of individuals and businesses. Founded on the principles of reliability, relatability, and reputation, our firm prioritizes building long-term relationships with clients over transactional interactions. With over a decade of experience in the tax and bookkeeping industry, our team combines technical expertise with personalized service to ensure accuracy and maximize deductions. We offer both in-person and remote support, providing flexibility to clients while maintaining a commitment to detail and client satisfaction. Our founder, Ruby, brings extensive experience from roles at Liberty Tax and a CPA firm, alongside a marketing background that enhances our client-focused approach.We emphasize transparency, offering free basic consultations throughout the year and maintaining open communication to address client questions. Our services are designed to save clients time, reduce accountant fees, and allow them to focus on growing their businesses. By leveraging specialized knowledge of business tax law, we ensure efficient categorization and compliance. With a five-star rating on Yelp and a track record of positive client outcomes, we strive to be a trusted partner in financial success.
Services
Tax Preparation
Bookkeeping Services
Tax Resolution
QuickBooks Setup
Financial Statements
1099 Filing
Amended Returns
Corporate Tax Filing
Highlights and features
- We offer competitive rates starting at $100 for individual tax returns.
- Our team has over 10 years of experience in tax and bookkeeping services.
- We provide free basic consultations throughout the year.
- We offer remote and email support to save client time.
- We maintain a five-star rating on Yelp for exceptional service.
What people say
Friendly and informative
Huge refund processed quickly
Professional and detailed
Great financial suggestions
Consistent, reliable service
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses, including sole proprietorships, partnerships, and corporations. Our services cover standard filings, amended returns, and complex scenarios requiring specialized schedules. With deep expertise in tax law, we ensure compliance while maximizing deductions and minimizing liabilities.
Bookkeeping Services
Our bookkeeping solutions include bank reconciliation, accounts payable/receivable management, financial reporting, and QuickBooks setup. Tailored packages cater to small and medium businesses, ensuring organized records and tax-ready documentation. We streamline financial processes to reduce costs and improve decision-making.
Tax Resolution
We assist with tax issues such as filing back taxes, resolving IRS disputes, and addressing payment plans. Our team navigates complex tax codes to provide clear solutions for individuals and businesses facing audits or compliance challenges.
QuickBooks Setup
We configure QuickBooks for businesses, ensuring proper chart of accounts, inventory tracking, and payroll integration. This service streamlines financial management, reduces errors, and prepares businesses for efficient year-round accounting.
Financial Statements
We generate accurate balance sheets, income statements, and cash flow reports for businesses. These statements support loan applications, investor presentations, and strategic planning while ensuring alignment with tax filings and regulatory requirements.
People
Ruby
Founder
Ruby has over 10 years of experience in tax and bookkeeping, transitioning from corporate marketing to accounting after discovering a passion for finance. She gained expertise at Liberty Tax and a CPA firm before founding Fractions Tax and Bookkeeping Tax and Bookkeeping to combine technical skill with personalized service.
Questions
What tax services do you offer?
We prepare individual and business tax returns, including sole proprietorships, corporations, partnerships, and amended filings. Our services cover federal, state, and complex tax scenarios.
Do you provide remote bookkeeping support?
Yes, we offer remote and email-based bookkeeping services for small to medium businesses, including reconciliation, invoicing, and financial reporting.
How much do your services cost?
Tax returns start at $100 for individuals and $175 for small businesses. Bookkeeping packages begin at $165/month. Prices vary based on complexity.
Are consultations free?
Yes, we provide free basic tax and bookkeeping consultations throughout the year to address client questions and planning needs.
How can I schedule an appointment?
Contact us via phone or email to book an appointment. We operate by appointment only to ensure dedicated, personalized service for each client.
