Edward L. Grant, CPA

Certified public accountant in San Jose, CA (show on map)

5.0

★★★★★

5 reviews

Edward L. Grant, CPA has been in business in Cupertino since 2004. The firm specializes in tax return preparation, real estate transactions and small business accounting and compliance.

Call (408) 360-0500

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About

Edward L. Grant, CPA has been providing accounting, tax preparation, and business consulting services in Cupertino since 2004.

The firm offers a full range of professional services including tax preparation and planning, bookkeeping, financial statements, IRS representation, payroll services, retirement planning, estate and trust tax preparation, business consulting, and QuickBooks consulting. Known for a low-pressure, client-focused approach with excellent client retention.

In business in Cupertino since 2004 with excellent client retention rate

Large enough to offer full range of professional services, small enough to give individual attention

Low-pressure, client-focused approach

Open communication philosophy - responsive to needs and concerns

Team-based service model giving best service at least possible cost

Strict confidentiality under highest standards of the accounting profession

Value-based pricing with goal of giving value beyond what clients pay

Year-round planning for tax, financial, and business affairs

Community involved - Cupertino Chamber of Commerce, Rotary Club of Cupertino, Moon Festival of Silicon Valley, Spirit of Morgan Hill

Services

Tax Preparation & Planning

Effective tax preparation and planning to help minimize future tax liability. Proactively managing both personal and business tax issues, including understanding how upcoming business opportunities impact tax status.

Personal tax preparation Business tax preparation Tax planning Up-to-date on latest tax legislation

Bookkeeping/Write-Up

Comprehensive bookkeeping and write-up services for businesses that do not have accounting staff or have outgrown their current bookkeeping system.

Full-charge bookkeeping Write-up services Financial system setup Scalable as business grows

Financial Statements

Preparation of accurate and timely financial statements for management decision making, lenders, partners, and potential buyers.

Clear concise reports Acceptable to outside parties Management decision support Stakeholder reporting

Reviewed and Compiled Financial Statements

Tailored review and compilation processes to meet the unique needs of each business, delivering financial statements that are clear, concise, and acceptable to all outside parties.

Review engagements Compilation engagements Tailored to business needs Minimize employee time

IRS Representation

Professional representation during IRS audits, bringing years of experience in dealing with tax matters and IRS audit procedures.

Audit representation IRS communication handling Years of experience with tax authorities

Payroll Services

Payroll management services staying current with constantly changing federal, state, and local laws and tax regulations.

Compliance with tax laws Payroll processing Alert to material regulatory changes Scalable for growing businesses

Credentials & Certifications

Certified Public Accountant (CPA)

B.S. in Accounting, Santa Clara University

Reviews

Rating

★★★★★

Reviews

"I feel confident and actually happy having Mr. Grant handle our taxes."

Frequently Asked Questions

How long will it take for you to prepare and file my tax return? +

Tax preparation time varies based on the complexity of the return. Contact the firm to discuss your specific situation and timeline needs.

Is e-filing my tax return safe? +

Yes, e-filing is a safe and efficient method for filing tax returns with the IRS.

What should I do if I cannot pay the full amount of tax I owe by the deadline? +

Contact Edward L. Grant, CPA as soon as possible. The firm offers IRS representation services and can help you understand your options for managing tax payments.

Is getting a big IRS refund in the spring the best possible tax outcome? +

Not necessarily. A large refund means you significantly overpaid in tax throughout the previous year. Requesting a withholding adjustment or reducing estimated tax payments might give you more take-home pay throughout the year.

Will working with a tax professional help me get a larger tax refund? +

A tax professional can help ensure you claim all legitimate deductions and credits you are entitled to, potentially increasing your refund or reducing your tax liability.

Can a person qualify for more than one tax filing status? +

Yes, in many cases. For example, most married couples may choose to either file jointly (MFJ) or separately (MFS). An unmarried person with a dependent may qualify for either single or head of household status.

Does an automatic 6-month IRS filing extension give me more time to pay my taxes? +

No, an automatic filing extension gives you more time to file your return but does not extend the time to pay taxes owed. You may still incur penalties and interest on unpaid taxes.

What are capital gains and how are they taxed? +

Capital gains are profits from the sale of assets such as stocks, real estate, or business interests. They may be taxed at different rates depending on the holding period and your income level.