Call Now (800) 681-1295
Close

San Jose, CA Business Tax Attorney + CPA

Awards & Recognition

Table of Contents

    Every business owner in San Jose has different goals. Some need help with the early stages of getting off the ground, such as entity selection and business formation, while others are focused on expanding into new markets or merging with other companies. Some business owners want to pass the company down to their children, while others prefer to sell or close the business when they retire. Some businesses require highly specialized services, such as cryptocurrency tax accounting, while others are simply looking for basic tax preparation or bookkeeping and accounting support.

    No matter what type of business you own or what tax question you need help answering, rely on the Tax Law Office of David W. Klasing for advice you can trust. With over 20 years of experience providing tax support for corporations, partnerships, LLCs, non-profit organizations, and sole proprietorships, our business tax lawyers know how to overcome your obstacles and move you closer to your goals, no matter how complex the regulatory issues at hand. From our San Jose tax office, we proudly provide a wide array of tax and accounting services for small, mid-size, and large businesses throughout the region.  Note: Our San Jose office is by appointment only.

    Business Tax Planning and Preparation Services

    The Tax Law Office of David W. Klasing provides tax planning and preparation services for S corporations, C corporations, limited liability companies, and other business entities. We can file your business income taxes, make sure that you are utilizing beneficial tax credits and deductions, analyze your financial and accounting data to identify areas for improvement, seek tax penalty reductions, and review your company’s policies and protocols to ensure that you are in compliance with current tax law.

    Business Formation and Entity Selection Attorneys

    Selecting an entity type is one of the most important stages of forming and starting a business in California. Our entity selection lawyers can help you make a choice that aligns with your goals and supports your long-term vision.

    What Business Entity Should I Choose?

    There are advantages and disadvantages to each type of business entity. For instance, C corporations are disadvantaged by double-taxation, but advantaged by their ability to raise capital efficiently. We can help you understand the tax implications of each entity, so that you can make a nuanced entity comparison and position the company for success.

    Business Succession Planning Lawyers in San Jose

    The goals of succession planning include improving your liquidity, minimizing your tax burden, and ensuring a smooth, seamless transition from current executive leadership to the new generation of talent. Our business succession planning attorneys are here to help bring clarity and simplicity to this complex process.

    San Jose, CA Business Tax Lawyers and CPAs for Corporations, LLCs, and Partnerships

    In an increasingly fast-paced and crowded economic landscape, superior service and innovative products are no longer enough to propel you ahead of the competition. You also need to think carefully about your long-term financial strategy, while simultaneously ensuring that you are compliant with state and federal tax regulations. The tax planning strategies you engage in today will become a vital component in your company’s success tomorrow – and with the recent passage of the Tax Cuts and Jobs Act (TCJA), which overhauled key provisions of the Internal Revenue Code, it is vital to ensure that you are keeping pace effectively. It may be time to rethink and update your tax strategy.

    From financial planning and corporate tax preparation, to entity selection and formation, to audit and appeals representation, to employment and payroll tax services, the award-winning team at the Tax Law Office of David W. Klasing has all of your business tax needs covered. Let us handle the IRS, so that you can focus on developing your vision. Contact us online to arrange a reduced rate consultation or call our San Jose office at (805) 617-4566 to speak with a business tax attorney near you today.

    See our Audit Representation Q and A Library

    See our Sales Tax Q and A library

    See our Employment Tax Law Q and A Library

    See our IRS Appeals Q and A Library

    See our Tax Litigation Q and A Library

    Business Tax FAQs

    The following business tax FAQs may help to shed light on an issue affecting your company. However, if you have a tax question about your business, it is in your best interests to obtain legal advice by discussing the issue with an experienced, dually-certified attorney-CPA. The following FAQs are purely informational and are in no way intended to substitute legal advice. Below, see our answers to commonly asked questions such as:

    Note: If you have concerns about the privacy of our initial or subsequent communication and are unable to easily travel to our Irvine / Orange County Main Office, consider scheduling a GoToMeeting to safely and securely establish an initial or maintain an existing attorney client relationship.  With end-to-end encryption, strong passwords and top-rated reliability, no one is messing with your meeting. To schedule a reduced rate initial consultation via GoToMeeting follow this link.   Call our office and request a GoToMeeting if you are an existing client. We are generally happy to travel to any of our appointment only satellite offices for a subsequent meeting in appropriate circumstances once a relationship is established via a signed engagement letter and the payment of an initial retainer or where enough retainer is available where a current client to cover the reasonable travel time and time required for the meeting.

    Will it cost me more to hire the Tax Law Offices of David W. Klasing, who’s main office and the vast majority of the firm’s staff is located in Irvine California, but an appointment only Satellite office is close to my location, as opposed to a local company?  Absolutely not!  See our policies that address this issue here:

    Business Services:

    See our Entity Selection Q and A Library

    See our Business Purchases and Sales Q and A Library

    See our Online Business Q and A Library

    See our Car Dealership Audit Q and A Library

    See our Business Succession Q and A Library

    See our International Tax Q and A Library

    Tax Help Videos

    Representing Clients from U.S. and International Locations Regarding Federal and California Tax Issues

    Main Office

    Orange County
    2601 Main St. Penthouse Suite
    Irvine, CA 92614
    (949) 681-3502

    Our headquarters is located in Irvine, CA. Our beautiful 19,700 office space is staffed full-time and always available for our clients to meet with our highly qualified and experienced staff of Attorneys, Certified Public Accountants and Enrolled Agents. We also offer virtual consultations and can travel to meet with clients in one of our satellite offices.

    Outside of our 4 hour initial consultation option, we do not charge travel time or travel expenses when traveling to one of our Satellite offices, or surrounding business districts, where it is necessary to meet personally with taxing authority personnel, make court appearances, or any in person meeting deemed necessary for the effective representation of a client. To make this as flexible, efficient, and convenient as possible, David W. Klasing is an Instrument Rated Private Pilot and Utilizes the Firms Cirrus SR22 to service client’s in California and in the Southwest by air. Offices outside these areas are serviced via commercial jet airlines. None of these costs are charged to our clients.

    Satellite Offices

    California
    (310) 492-5583
    (760) 338-7035
    (916) 290-6625
    (415) 287-6568
    (909) 991-7557
    (619) 780-2538
    (661) 432-1480
    (818) 935-6098
    (805) 200-4053
    (510) 764-1020
    (408) 643-0573
    (760) 338-7035
    Arizona
    (602) 975-0296
    New Mexico
    (505) 206-5308
    New York
    (332) 224-8515
    Texas
    (512) 828-6646
    Washington, DC
    (202) 918-9329
    Nevada
    (702) 997-6465
    Florida
    (786) 999-8406
    Utah
    (385) 501-5934