SMH Associates

Tax strategy that scales with you.

Accountant in Santa Clara, CA (show on map)

SMH Associates is a full-service tax and advisory firm in Santa Clara, CA built on trust, privacy, and commitment to client success, serving individuals, businesses, and families.

Call (408) 412-9593

Navigate to Visit website

About

SMH Associates is a full-service tax and advisory firm based in Santa Clara, CA built on trust, privacy, and a commitment to their clients' success. They help individuals, businesses, and families with tailored tax and financial strategies designed for long-term success.

The firm was established in 2025 and takes a modern, boutique approach to accounting, providing tax planning and strategy for individuals, families, and businesses with expertise and personal touch. They value trust, integrity, privacy, and service in every client engagement.

Full-service tax and advisory firm

Boutique accounting firm with personal touch

Trust, privacy, and commitment to client success

Modern approach to accounting and tax

CPA credentials on team

Services

Tax Planning

Forward-thinking tax strategies that keep more of what you earn through investment and retirement account optimization.

Investment tax strategies Retirement account optimization Income timing AMT mitigation Charitable giving strategies

Tax Preparation

Accurate tax filings with maximized deductions and year-round support for individuals and businesses.

Employment income reporting Investment income reporting Self-employment income Rental property income Capital gains optimization

Estate Planning

Comprehensive estate planning services protecting family legacy with trust planning and asset transfer strategies.

Estate and gift tax strategies Trust planning Healthcare directives Charitable giving strategies

Business Tax Planning

Reduce tax burden legally and strategically with industry-specific deductions and year-round planning.

Industry-specific deductions Entity structure optimization Quarterly estimated payments Multi-state tax planning

Business Tax Preparation

Accurate returns with maximum savings including federal and state business tax returns, payroll taxes, and compliance.

Federal and state business returns Multi-state filings Sales tax returns 1099 and W-2 preparation

New Business Formation

Launch your business with confidence through entity selection, licensing, EIN applications, and financial setup.

Business structure selection EIN application State and local licenses Accounting software setup

Credentials & Certifications

Certified Public Accountant (CPA)

Frequently Asked Questions

What services does SMH Associates offer? +

SMH Associates offers tax planning, tax preparation, estate planning, business tax planning, business tax preparation, new business formation, expat tax services, bookkeeping, payroll services, and part-time CFO services.

Who does SMH Associates serve? +

SMH Associates serves individuals, businesses, and families with tailored tax and financial strategies.

Where is SMH Associates located? +

SMH Associates is located at 3080 Olcott St. Suite A205, Santa Clara, CA 95054.

What are the firm's core values? +

SMH Associates values trust, integrity, privacy, and service in every client engagement.