Kimberly Perry CPA

Tax preparation service in Newark, CA (show on map)

4.8

★★★★★

24 reviews

Kimberly J. Perry, CPA is a Family Office and business services CPA firm serving individuals and business owners in the San Jose area with integrated tax, wealth management, and accounting services.

Call (510) 683-4688

Navigate to Visit website

About

Kimberly J. Perry, CPA is a unique accounting firm that does much more than file taxes — they look beyond the traditional numbers-in-boxes approach. W

ith over 25 years in practice, they have evolved into a Family Office that focuses on the integration of tax strategizing, wealth & risk management, and estate & retirement planning. Their goal is to provide peace of mind so clients can live a better life. When clients partner with them, they receive personalized attention from dedicated and knowledgeable staff, year-round guidance and solutions customized just for them and their business.

Over 25 years in practice — evolved into a Family Office

Integration of tax strategizing, wealth & risk management, and estate & retirement planning

Focus on providing peace of mind so clients can live a better life

Personalized attention from dedicated and knowledgeable staff, year-round

Solutions customized just for each client and their business

Excellent client-retention rate

Services

Family Office Services

Comprehensive financial management integrating tax strategizing, wealth & risk management, and estate & retirement planning into one cohesive experience. Designed for individuals and business owners seeking more from their CPA.

Tax strategizing Wealth management Risk management Estate planning Retirement planning

Tax Planning and Preparation

Full-service tax planning and preparation for individuals and businesses. Year-round guidance to minimize tax liabilities and maximize cash flow.

Individual tax returns Business tax returns Year-round tax planning Tax strategy

Wealth Management

Comprehensive wealth management services integrated with tax strategy and estate planning for high net worth individuals.

Portfolio strategy Tax-efficient investing Retirement income planning

Business Accounting and Advisory

Business accounting services and advisory for businesses seeking more than basic bookkeeping — looking for strategic guidance on growth and operations.

Accounting statements for lenders and investors Business transition planning Business acquisition and merger tax planning

Tax Resolution

IRS audit representation and tax controversy services for individuals and businesses facing tax authority disputes.

IRS audit representation Tax controversy handling IRS notice response

Client Convenience Services

Paperless options, online resources, and easy appointment scheduling for client convenience.

Paperless options Online resources Client portal Easy appointment request

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

4.8

★★★★★

Reviews

"Very professional and her advice was very good."

Frequently Asked Questions

What makes Kimberly J. Perry, CPA different from other accounting firms? +

The firm has been around for over 25 years and has evolved into a Family Office focused on the integration of tax strategizing, wealth & risk management, and estate & retirement planning into one cohesive experience. They work with individuals and business owners who are looking for more from their CPA than just letting them know how much tax they owe each year.

What services does Kimberly J. Perry, CPA offer? +

The firm offers two main service categories: Family Office Services (Tax/Planning/Wealth Management) and Business Services (Tax/Accounting/Advisory). This includes tax planning and preparation, wealth management, estate and retirement planning, business accounting and advisory, and client convenience features.

What is the firm's approach to client service? +

The firm's goal is to provide peace of mind so clients can live a better life. When clients partner with them, they receive personalized attention from dedicated and knowledgeable staff, year-round guidance and solutions customized just for them and their business. They have an excellent client-retention rate.