Sigma 3 Tax Advisory

Tax Strategy. Elevated.

Tax consultant in San Jose, CA (show on map)

5.0

★★★★★

1 reviews

Sigma 3 Tax Advisory provides personalized tax expertise for businesses and individuals, focusing on tax strategy to save clients more and reduce stress.

Call (408) 832-1148

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About

Sigma 3 Tax Advisory provides comprehensive tax services focused on tax strategy rather than just tax preparation. Their team of CPAs, attorneys, and consultants offers personalized solutions to minimize tax liabilities and protect wealth.

They specialize in serving various industries including tech startups, real estate firms, medical practices, and creative entrepreneurs. The firm is licensed to practice in all 50 states and offers services including individual filing, S-Corp/Partnership filing, multi-state complex filings, and trader tax status optimization.

Go beyond cookie-cutter tax prep with proactive tax strategies

Deep industry knowledge to uncover write-offs others miss

100% Audit Protection included at no extra cost

Licensed to practice in all 50 states

Team of CPAs, attorneys, and consultants

10+ years of experience

Services

Tax Planning and Preparation

Comprehensive tax return preparation and year-round planning services for individuals and businesses.

Individual filing Small business filing S-Corp/Partnership filing Multi-state filing

Trader Tax Status

Helps active traders in crypto, stocks, or options establish proper Trader Tax Status and Mark-to-Market election for business tax treatment.

TTS qualification Mark-to-Market election Deduction optimization Home office deduction

Mid-Year Tax Check-up

Pre-season review of current tax position projecting potential liability and highlighting opportunities before the filing rush.

Tax projection Opportunity identification Clarity before filing season

Audit Protection

100% audit protection - if the IRS calls, they handle everything including correspondence, documentation, and representation at no extra cost.

IRS correspondence handling Documentation Representation

Credentials & Certifications

CPA (Certified Public Accountants)

Attorney

Licensed to practice in all 50 states

Reviews

Rating

★★★★★

Reviews

"Their team is so sweet and easy to contact."

Frequently Asked Questions

What services does Sigma 3 Tax Advisory offer? +

Sigma 3 offers tax planning and preparation, trader tax status services, mid-year tax check-ups, and audit protection. They handle individual filings, small business filings, S-Corp/Partnership filings, and multi-state complex filings.

Who does Sigma 3 Tax Advisory serve? +

They serve tech startups, real estate firms, medical practices, creative entrepreneurs, and high-net-worth individuals across all 50 states.

What is Trader Tax Status? +

Trader Tax Status (TTS) allows active traders in crypto, stocks, or options to qualify for business tax treatment, enabling deductions for travel, education, vacation, meals, software, home office, and optimizing losses through Mark-to-Market election.