Silicon Valley Tax Coach provides tax reduction planning and preparation services for small business owners, entrepreneurs, and high net worth individuals in San Jose, CA.
Silicon Valley Tax Coach is a San Jose, CA tax consulting firm that uses advanced training as a Certified Tax Strategist to save successful small business owners, entrepreneurs, doctors, and cannabis businesses thousands of dollars in taxes every year. Their firm is different from traditional tax preparers because they are highly educated in proactive tax planning techniques that uncover credits, deductions, and tax loopholes.
Certified Tax Strategist (CTS) designation
Specialized training beyond typical CPA or Enrolled Agent
Free book offer for consultation
4.8 star Google rating with 54 reviews
Services
Tax Reduction Planning
Proactive tax planning to identify credits, deductions, and tax loopholes to reduce tax liabilities.
Personalized tax strategyFederal and state creditsTax loophole identification
Tax Preparation
Tax return preparation with focus on tax savings rather than just compliance.
"All of my tax questions were addressed promptly and thoroughly."
Frequently Asked Questions
What is a Certified Tax Strategist? +
A Certified Tax Strategist (CTS) has training that extends beyond what a typical CPA or Enrolled Agent receives. CTSs are educated by The American Institute of Certified Tax Coaches in advanced tax planning strategies that are proactive rather than reactive.
Who does Silicon Valley Tax Coach serve? +
SVTC serves successful business owners, entrepreneurs, cannabis businesses, doctors, and high net worth individuals who want to reduce their tax liabilities.
How does the tax planning process work? +
The process starts with a consultation to learn about your financial situation, followed by a questionnaire and review of past tax returns. Then they conduct extensive research and deliver a personalized Tax Strategy designed to reduce your tax burden.
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