Business Details
41 Years
experience
Trusted Accounting & Tax Services in San Jose, CA
Rosbrugh Accountancy has been a trusted name in accounting and tax services since 1985, founded by Harvey Rosbrugh, a seasoned CPA with over five decades of experience in public accounting. Our team of certified professionals specializes in delivering comprehensive financial solutions, including small business accounting, tax preparation, audits, and strategic tax planning for individuals and corporations. We prioritize personalized service, leveraging our deep expertise in tax law and financial management to help clients optimize their financial outcomes.Our commitment to continuous education ensures we stay ahead of evolving tax regulations, providing clients with accurate, compliant, and cost-effective solutions. With a focus on transparency and client empowerment, we offer free consultations and tailored guidance to address unique financial challenges. Our legacy of excellence is reflected in our long-standing client relationships and our role as a trusted advisor to businesses and individuals across San Jose and beyond.
Services
Small Business Accounting
Tax Preparation
Tax Planning
Audits
IRS Representation
QuickBooks Services
Financial Planning
Bookkeeping
Tax Problem Resolution
Business Consulting
Details
- Year established: 1985
Highlights and features
- We offer over 35 years of experience in accounting and tax services since 1985.
- Our team includes licensed CPAs with expertise in tax law and financial strategy.
- We provide personalized tax-saving strategies tailored to individual and business needs.
- We offer free consultations to address your specific financial challenges.
- Our discreet services ensure confidentiality for sensitive tax and financial matters.
Services
Small Business Accounting
We manage monthly or quarterly accounting tasks including bank reconciliation, income statements, balance sheets, and general ledger maintenance. Our services ensure accurate financial reporting, cash flow management, and compliance with tax regulations. Ideal for business owners seeking to focus on operations while maintaining precise financial records.
Tax Preparation
Our team prepares individual and business tax returns with meticulous attention to deductions and credits. We handle complex filings for corporations, partnerships, and high-net-worth individuals, ensuring compliance while maximizing refunds. Services include Schedule C preparation and IRS audit support for accurate, stress-free filing.
Tax Planning
We develop customized tax-saving strategies by analyzing income shifting, retirement contributions, and tax-exempt investments. Our proactive planning minimizes liabilities throughout the year, leveraging current tax laws to enhance after-tax income for businesses and individuals.
Audits
We conduct audits, reviews, and compilations to meet stakeholder requirements, providing assurance for creditors and investors. Our services ensure financial statements adhere to GAAP standards, offering transparency and credibility for businesses seeking loans or regulatory compliance.
IRS Representation
We resolve IRS disputes through audit defense, penalty abatement, and Offer in Compromise negotiations. Our discreet representation reduces penalties and interest while guiding clients through complex tax debt solutions, restoring financial stability with minimal disruption.
People
Harvey Rosbrugh
Principal
A CPA since 1972, Harvey founded the firm in 1985 after serving as an audit partner at Grant Thornton. He specializes in tax, auditing, and forensic accounting, with experience providing expert testimony in Santa Clara County courts.
Daniel Rosbrugh
Shareholder
A Santa Clara University graduate, Dan joined the firm in 2000. He focuses on tax preparation, audit services, and IRS representation, saving clients hundreds of thousands in tax debt through Offer in Compromise negotiations.
Alicia Santillan
Manager
A San Jose State University alumna, Alicia provides tax and accounting services for businesses and individuals. She specializes in client-focused solutions, emphasizing personalized attention and relationship-driven service since joining in 2007.
Antonette Guardanapo
Senior Accountant
With over 25 years of experience, Antonette prepares tax returns, payroll, and sales tax filings. She returned to the firm in 2008 after raising her family, bringing expertise in individual and business tax compliance.
Elaine Watanabe
Senior Accountant
Elaine has served clients since 1979, specializing in tax strategy, return preparation, and exempt organization filings. She joined the firm in 2014, offering decades of experience in nonprofit and individual tax matters.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting, including bookkeeping, financial statements, payroll processing, and tax compliance to help streamline operations and ensure financial accuracy.
How can your tax planning services benefit my business?
Our tax planning identifies legal strategies to minimize liabilities, optimize deductions, and ensure compliance with evolving tax regulations, maximizing your after-tax income.
Do you handle IRS tax problems for individuals?
Yes, we specialize in resolving IRS issues like audits, liens, and Offer in Compromise agreements, providing discreet representation to reduce penalties and stress.
What sets your firm apart from other accounting services?
Our team combines decades of experience with personalized service, offering free consultations and tailored solutions that align with your unique financial goals.
Can you assist with QuickBooks setup and training?
Yes, we offer QuickBooks setup, cleanup, and training to ensure accurate financial tracking and efficient accounting processes for small businesses.
Are your services available for individual tax filers?
Absolutely. We prepare personal tax returns, optimize deductions, and provide strategic planning to minimize liabilities for individuals at all income levels.
