Iris Insights Accountancy is a San Jose-based accounting firm offering personalized financial services for individuals, businesses, and nonprofits. With over 25 years of experience across tax, audit, and nonprofit financial leadership, the firm translates financial complexity into meaningful insight and actionable solutions.
Services include strategic tax planning, financial reporting, bookkeeping, QuickBooks optimization, nonprofit audit readiness, grant budgeting, and board reporting. The firm is built on core values of clarity, wisdom, trust, and service.
Over 25 years of experience
Personalized, tailored support (no one-size-fits-all)
Specialized nonprofit expertise
Clear communication and honest guidance
Built on core values of clarity, wisdom, trust, and service
Services
Tax Preparation & Planning
Comprehensive tax services for individuals, businesses, trusts, and nonprofits with proactive planning and precision filing.
Individual tax returns (Form 1040)Business tax returns (Partnerships 1065, S Corps 1120S, C Corps 1120)Trust & Estate Tax Returns (Form 1041)Nonprofit tax filings (Form 990, 990-PF)Quarterly & year-round tax planningMulti-state & local filings
Accounting & Advisory
Reliable financial reporting, bookkeeping, system optimization, and strategic planning for long-term financial health.
Monthly/quarterly/annual financial statementsBookkeeping support and oversightQuickBooks setup, cleanup & trainingAccounting systems consultingForecasting & budgetingInternal controls consultingPayroll & contractor compliance oversight
Nonprofit-Specific Services
Expert financial advice for nonprofits including audit readiness, grant budgeting, and board reporting.
Audit preparation and supportGrant and contract budgetingBoard financial reportingForm 990 preparationCompliance and accountability
Strategic Advisory & Special Projects
High-level financial guidance for organizations navigating transitions, governance strengthening, and future-focused decisions.
Startup and entity selection consultingFractional CFO servicesInterim financial leadershipTrustee and executor financial supportFinancial health reviews
Reviews
Rating
5
★★★★★
Reviews
3
"For the last twenty plus years, Carly has been doing my taxes."
Frequently Asked Questions
What services does Iris Insights Accountancy offer? +
The firm offers strategic tax planning, accounting and advisory services, nonprofit-specific services (audit readiness, grant budgeting, board reporting), and strategic advisory including fractional CFO services and startup consulting.
Where is Iris Insights Accountancy located? +
The firm is located at 6203 San Ignacio Ave, Suite 110, San Jose, CA 95119.
What are the firm's core values? +
The firm's core values are Clarity (making complex financial information simple and actionable), Wisdom (grounded in over 20 years of experience), Trust (building lasting relationships through honesty and transparency), and Service (dedicated hands-on support tailored to client needs).
What types of tax returns does the firm prepare? +
The firm prepares individual tax returns (Form 1040), business tax returns for partnerships (1065), S Corps (1120S), and C Corps (1120), trust and estate tax returns (Form 1041), and nonprofit tax filings (Form 990 and 990-PF).
How many years of experience does the firm have? +
The firm is backed by over 25 years of experience across tax, audit, and nonprofit financial leadership.
5.0
