Cathy Cha CPA

You don't have to be a tax expert. That's our job.

Accountant in Cupertino, CA (show on map)

Cha & Cho CPA Inc. is a Cupertino, CA accounting firm offering tax preparation, bookkeeping, payroll, and financial planning services for individuals and small businesses.

Call (408) 899-2560

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About

Cha & Cho CPA Inc. is licensed in California and specializes in accounting. The firm is professional, experienced, and affordable, offering a broad range of services for business owners, executives, and independent professionals.

Services include personal financial planning, retirement planning, small business accounting, bookkeeping, payroll, financial planning for businesses, new business formation, individual and business tax preparation, tax planning, estate and trust tax services, IRS audit representation, tax relief services (non-filed returns, back taxes, payroll tax problems, IRS wage garnishment), and QuickBooks setup, training, and tune-up services. The firm serves multiple industries including construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate.

Professional, experienced, and affordable

Licensed in California

Serves construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate

Client portal for secure file delivery

Comprehensive tax relief services including IRS audit representation

Services

Personal Financial Planning

One-on-one guidance providing a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of wealth.

Comprehensive Financial Plan Risk Management Performance Improvement Wealth Growth

Retirement Planning

Professional retirement planning assistance to help clients plan ahead and reap the benefits later.

Retirement Strategy Future Planning

Small Business Accounting

Comprehensive accounting services for small to mid-sized businesses, handling financials so business owners can focus on operations.

Financial Management Business Support

Bookkeeping Services

Ongoing bookkeeping services to keep business finances organized and accurate.

Financial Records Ongoing Support

Payroll Services

Payroll processing and management services for businesses.

Payroll Processing Compliance

Individual Tax Preparation

Tax preparation services for individuals, ensuring maximum deductions and credits while maintaining compliance.

Tax Return Preparation Deduction Maximization Compliance

Credentials & Certifications

Certified Public Accountant (CPA)

Frequently Asked Questions

What services does Cha & Cho CPA Inc. offer? +

Cha & Cho CPA Inc. offers personal financial planning, retirement planning, small business accounting, bookkeeping, payroll, new business formation, individual and business tax preparation, tax planning, estate and trust tax services, IRS audit representation, tax relief services, and QuickBooks services.

What industries does Cha & Cho CPA serve? +

The firm serves clients in construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate industries.

What is the firm's approach to tax services? +

The firm prides itself on being very efficient, affordable, and extremely discreet. They can also assist clients who find themselves on the wrong side of the IRS, helping resolve tax problems.

How does the firm approach financial planning? +

Personal financial planning provides one-on-one guidance that helps manage risk and improve performance, ensuring the growth and longevity of wealth through a comprehensive financial plan.

What are the firm's core values? +

The firm provides outstanding service to clients through dedication to three underlying principles: professionalism, responsiveness, and quality.

What tax relief services are available? +

Tax relief services include assistance with IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS wage garnishment, and obtaining IRS files.

Where is Cha & Cho CPA Inc. located? +

The firm is located at 21070 Homestead Rd Ste 205, Cupertino, CA 95014, with phone number (408) 899-2560.

Does the firm offer virtual services? +

The firm offers a client portal (Sharefile) for secure file delivery and uses eMoney for financial planning tools. They provide remote client support.