James M Babcock Inc

Your Financial Safe Harbor

Tax preparation service in Santa Clara, CA (show on map)

CPA firm in Santa Clara, CA since 1981 offering old-fashioned personal service with modern technology for tax and accounting needs.

Call (408) 249-0360

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About

James M. Babcock, Inc., CPA has been providing the highest degree of professionalism and personal attention to clients' tax and accounting needs since 1981.

The firm is committed to providing outstanding client service and quality work, assured by participation in the Peer Review program of the American Institute of Certified Public Accountants which assesses accounting, auditing, consulting and advisory services. The mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals through open communication, research, and sound analysis. The firm offers old-fashioned personal service coupled with state-of-the-art technology.

43+ years in business since 1981

AICPA Peer Review participant

Old-fashioned personal service with state-of-the-art technology

Free consultation to determine how to best serve clients

Commitment to long-term relationships

Services

Small Business Accounting

Complete accounting services for small businesses including generating reports and analyzing financial data, evaluating cash flow and improving profitability, preparing budgets, strategic tax planning and financial forecasting, accounting systems set-up, internal controls for fraud prevention, and custom financial reports.

Financial reports Cash flow analysis Budgeting Strategic tax planning Chart of Accounts setup Internal controls Custom reports

Individual Tax Preparation

Personal tax preparation services that evaluate individual tax situations and guide clients through any tax challenges. Goal is to minimize tax liability while staying up-to-date on current federal and state tax laws.

Accurate tax returns Electronic filing Direct deposit Estimated tax calculations Tax planning strategies

Tax Preparation for Businesses

Business tax preparation including state and federal income tax preparation and filing, local and state sales tax compliance, state and federal payroll tax, and entity selection and structure (S-Corp, C-Corp, LLC).

State and federal income tax Sales tax compliance Payroll tax Entity selection Profit and loss statements Mergers and Acquisitions

Tax Planning

Proactive tax planning strategies to maximize after-tax income through legal tax reduction strategies.

Tax minimization strategies Proactive planning Financial forecasting

Credentials & Certifications

CPA (Certified Public Accountant)

AICPA Peer Review participant

Frequently Asked Questions

What services does James M. Babcock, Inc., CPA offer? +

The firm offers small business accounting, individual tax preparation, business tax preparation, and tax planning. Services include financial reporting, cash flow analysis, budgeting, strategic tax planning, accounting systems setup, internal controls, sales tax compliance, payroll tax, and entity selection.

How long has the firm been in business? +

James M. Babcock, Inc., CPA has been in business since 1981, providing over 40 years of professional tax and accounting services.

Does the firm help with IRS problems? +

Yes, the firm can assist clients who find themselves on the wrong side of the IRS, helping resolve tax problems and put an end to IRS-related difficulties.

Where is the firm located? +

The firm is located at 1981 Pruneridge Ave, Santa Clara, CA 95050.

What is the firm's mission? +

The mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of clients' needs through research and sound analysis.