Blooming Financial

Financial Services That Help Your Business Grow and Your Finances Flourish

Tax preparation service (show on map)

5.0

★★★★★

5 reviews

Professional bookkeeping, tax preparation, payroll, and consulting services tailored for individuals and small businesses in California.

Call (408) 365-4671

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About

Blooming Financial is dedicated to providing personalized financial services to individuals and small businesses across California. Founded in 2024, the company serves clients throughout the state - from Cupertino and the Bay Area to Los Angeles, San Diego, Sacramento, and beyond.

Their mission is to help entrepreneurs, small business owners, and individuals navigate the complexities of financial management. They offer bookkeeping, tax preparation (federal and California), payroll services, and business consulting. The firm combines statewide reach with the personal attention of a neighborhood firm.

CTEC Registered Tax Preparer

IRS Authorized E-File Provider

Serving all of California with Bay Area roots

Fully remote services available statewide

Strong client testimonials and 5-star reviews

Secure, encrypted data handling with 256-bit encryption

Services

Individual Tax Preparation

Federal and California individual returns for W-2 employees, self-employed professionals, RSU and stock-sale clients, rental property owners, multi-state filers, and prior-year or amended returns.

Federal & California returns RSU and stock sale reporting Multi-state returns Prior-year/amended returns Covered California support

Business Tax Preparation

Federal and California business returns for sole proprietors, LLCs, partnerships, and S corporations, coordinated with personal returns and estimated taxes.

Schedule C preparation LLC and S-corp filings Partnership returns California $800 minimum tax guidance 1099-NEC reporting

Bookkeeping Services

Monthly bookkeeping, catch-up and clean-up projects, reconciliations, and year-end tax-ready books that roll straight into tax returns.

Monthly bookkeeping Catch-up bookkeeping Clean-up bookkeeping Account reconciliations Profit & loss reports Year-end tax-ready books

Payroll Services

Payroll setup, recurring payroll support, contractor payments, payroll-tax filing coordination, and year-end W-2 and 1099 reporting.

Payroll setup support Employee payroll processing Contractor payments Payroll-tax filing W-2 and 1099 year-end reporting Direct deposit setup

Tax Planning & Estimated Taxes

Quarterly estimated payments, withholding reviews, and year-end projections for federal and California taxes throughout the year.

Quarterly estimated calculations Federal and California estimates W-4 and DE 4 withholding review RSU withholding review Self-employment tax planning

Business Consulting

Strategic guidance on entity choice, S-corp election, startup planning, systems setup, budgeting, and business growth.

Entity discussion S-corporation election analysis Startup planning Bookkeeping system setup Budgeting and cash-flow review

Credentials & Certifications

CTEC Registered Tax Preparer

IRS Authorized E-File Provider

Reviews

Rating

★★★★★

Reviews

"They’ve been easy to work with and made everything feel straightforward."

Frequently Asked Questions

What areas do you serve? +

Blooming Financial serves clients throughout California. They have strong roots in the Bay Area with a presence in Cupertino, San Jose, Mountain View, Sunnyvale, Palo Alto, San Francisco, and Berkeley. They also serve Los Angeles, Sacramento, San Diego, and beyond through fully remote services.

What accounting software do you work with? +

They work daily in QuickBooks Online, Xero, FreshBooks, and Wave, and are comfortable adapting to most other cloud accounting tools.

Can you clean up previous years' books? +

Yes, catch-up and clean-up projects are a core part of their service. They import historical bank and credit-card data, recategorize transactions, reconcile every account, and correct posting or sales-tax errors to deliver audit-ready records.

Do you handle tax preparation? +

Yes, they offer full-service tax preparation for businesses and individuals, including planning strategies to minimize liabilities while ensuring compliance with federal and state regulations.

Is my financial data secure? +

Yes, they use bank-level 256-bit encryption, secure cloud storage with multi-factor authentication, and routine encrypted backups. Access is limited to authorized team members and clients retain full ownership of their data.

How do you work with clients remotely? +

They work with clients across California through secure document upload, video calls, and email. Whether in Cupertino, San Jose, San Francisco, Los Angeles, San Diego, Sacramento, or anywhere else in California, clients can work with them fully remotely.

What business types do you support? +

They work with retail, restaurants, professional services, technology, e-commerce, real estate, health and wellness, construction, education, freelancers, nonprofits, automotive services, and other small businesses.

What are your business hours? +

Monday through Friday 8am to 7pm, Saturday 8am to 4pm, Sunday closed.