Acuitax - Accounting and Tax Services

Bookkeeping service in Milpitas, CA (show on map)

Acuitax is a one-stop tax and accounting firm in Milpitas, CA, owned by Yen K. Tran, MBA, EA, CAA, offering individual and business tax preparation, bookkeeping, payroll, and business consulting.

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About

Acuitax is a one-stop shop for individuals and businesses, owned by Yen K. Tran, MBA, EA, CAA.

Yen has over 10 years of experience in individual and business income tax planning and preparation, with an MBA concentrating in accounting. Acuitax offers tax services (individual and business tax preparation, ITIN/CAA), accounting services (bookkeeping, AP/AR, payroll processing, QuickBooks support), and business consulting (entity selection, formation, financial planning). They are QuickBooks Online Certified ProAdvisor.

Over 10 years of tax planning and preparation experience

Enrolled Agent (EA) — federally licensed to represent before IRS

Certified Acceptance Agent (CAA) for ITIN assistance

QuickBooks Online Certified ProAdvisor

MBA in accounting

One-stop shop for tax, accounting, and business consulting

Services

Individual Income Tax Preparation/Planning

Federal and state individual tax returns (1040, 540), including credits (EIC, Child Tax, etc.), deductions, and filing for residents and non-resident aliens.

Federal Returns State Returns (CA) Tax Credits Itemized Deductions Non-Resident Alien Filing

Business Tax Returns

Business tax preparation for sole proprietorships, partnerships, LLCs, S Corps, C Corps, trusts/estates, and payroll tax.

Sole Proprietorships Partnerships LLCs S Corps C Corps Trusts/Estates Payroll Tax

ITIN/CAA Services

Certified Acceptance Agent services to help non-resident aliens obtain Individual Tax Identification Numbers (ITINs).

ITIN Application Assistance Certified Acceptance Agent

Tax Planning

Tax planning including deduction optimization, investment strategies (IRA, 401k), income tax withholding, and filing extensions.

Deduction Planning IRA/401k Strategies Withholding Analysis Filing Extensions

Bookkeeping and Accounting

QuickBooks Online Certified ProAdvisor bookkeeping services including accounts payable/receivable, payroll processing, and accounting system setup.

Bookkeeping Accounts Payable Accounts Receivable Payroll Processing QuickBooks Support

Business Consulting

Business entity selection (LLC, S-Corp, C-Corp, Partnership), business formation, tax licenses, sales permits, and employment taxes.

Entity Selection Business Formation Tax Licenses Sales Permits Employment Taxes

Credentials & Certifications

Enrolled Agent (EA)

Certified Acceptance Agent (CAA)

MBA (Accounting)

QuickBooks Online Certified ProAdvisor

Frequently Asked Questions

What services does Acuitax offer? +

Acuitax offers individual and business tax preparation and planning, ITIN/CAA services, bookkeeping (AP/AR, payroll), QuickBooks support, and business consulting (entity selection, formation).

What are Yen Tran's credentials? +

Yen K. Tran has an MBA with concentrations in accounting, is an Enrolled Agent (EA) allowed to represent clients before the IRS, and is a Certified Acceptance Agent (CAA) with over 10 years of experience.

Where is Acuitax located? +

Acuitax's office is located at 1525 McCarthy Blvd, Ste. 1079, Milpitas, CA 95035. Mail can be sent to PO Box 7042, Menlo Park, CA 94026.

What are Acuitax's business hours? +

Regular hours are by appointment only, open year round. Tax season hours are Sunday 9am-5pm, Monday 9am-8pm, and by appointment Tuesday-Saturday.

What is an Enrolled Agent? +

An Enrolled Agent (EA) is a federally licensed tax professional allowed to represent clients before the IRS.