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Top San Jose CPAs for Clear Tax and Accounting Guidance

Work with tax accountants who get real results

San Jose business owners, we understand how fast things move here. With over 20 years serving local individuals and companies, our accountants provide clear communication, forward-thinking strategies, and a client-focused approach built for lasting results. Let’s make your tax process easier, more efficient, and completely tailored to the way you work.
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Rated 5 out of 5
"This firm is absolutely fantastic! I had income from both Pennsylvania as well as Massachusetts and my taxes were more complex this year than ever before. I also have a four person LLC for window and door installation. This company helped me get both my books together as well as my tax returns. I have been using them for four years now and have been very happy ever since." -Rocky Millwood, Google Review
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Rated 5 out of 5

Get award-winning accounting services

Work with a team that understands both personal and business tax. Our CPAs stay current with tax laws to help you get the most from every return. We offer full support and real answers. Reach out today to move forward with clarity and confidence.
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Award For Best CPAs in San Jose.
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Capital Gains for San Jose Individuals

Individual taxpayers in San Jose have a heavier and more persistent problem. RSU sourcing follows California services past state lines. The state taxes capital gains as ordinary income and refuses to conform to the federal QSBS exclusion. A move to Nevada or Texas does not end the exposure. We have managed these cases since 2008, and the sourcing disputes are the ones that cost the most when they arrive late

San Jose Business Tax Certificate Runs Outside the FTB Calendar

Most operators don’t hire a CPA in San Jose until after the 90-day window has already closed. The Business Tax Certificate is not an afterthought. Registration must happen within 90 days of starting operations, the calculation runs on employee count, and city penalties accrue on a track that Sacramento never prompts. Hotel operators carry a second layer: San Jose’s Transient Occupancy Tax totals 10% of room rent, split across two Municipal Code chapters. Our CPA San Jose team handles all of it together: Business Tax Certificate registration FTB entity compliance R&D credit documentation Equipment depreciation Multi-state apportionment for North San Jose hardware and software firms
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RSU Vesting and FTB Sourcing for San Jose Tech Workers

The FTB follows the income, not the forwarding address. RSUs that vested while you performed services in San Jose remain taxable in California after a move to Nevada, Texas, or Washington. California taxes long-term capital gains as ordinary income and does not conform to the federal QSBS exclusion under IRC Sections 1202 and 1045. Taxable income above $1,000,000 triggers an additional 1% Behavioral Health Services Tax. This applies to: Tech founders W-2 earners with large vesting schedules Part-year residents who assumed relocation closed the exposure
Dimov Tax is experienced in AccountEdge accounting software
Dimov Tax is experienced in Freshbooks accounting software
Dimov Tax is experienced in OneUp accounting software
Dimov Tax is experienced in Oracle Netsuite accounting software
Dimov Tax is experienced in Quickbooks accounting software
Dimov Tax is experienced in Sage accounting software
Dimov Tax is experienced in Xero accounting software
Dimov Tax is experienced in Zoho accounting software
Dimov Tax is experienced in Wave bookkeeping and accounting software
Dimov Tax is experienced in Trinet payroll software
Dimov Tax is experienced in Run ADP payroll software
Dimov Tax is experienced in Rippling HR and payroll software
Dimov Tax is experienced in Intuit Quickbooks payroll software
Dimov Tax is experienced in Paycor payroll software
Dimov Tax is experienced in Paychex payroll software
Dimov Tax is experienced in Patriot Software for accounting and payroll
Dimov Tax is experienced in Onpay payroll software
Dimov Tax is experienced in Justworks payroll software
Dimov Tax is experienced in Gusto payroll software
Dimov Tax is experienced in deel payroll software
Dimov Tax is experienced in BambooHR payroll software
Dimov Tax is experienced in Bambee payroll software

Trusted Tax and Accounting Services for San Jose Businesses and Families

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Tax Preparation

Get your taxes done right, fast

We help you avoid surprises at tax time with clear, accurate filing. Our team specializes in integrated business and personal tax preparation. With over 1,500 returns prepared each year, we bring experience you can count on. As your trusted tax CPA, we offer personal service and time-saving tools that make it easy.

Forensic Accounting

Evidence-based financial investigations

We find gaps, track patterns, spot what others miss. We uncover financial fraud and embezzlement, then rebuild trust and balance sheets. As a forensic accountant with a 92 percent court success rate, we work fast, focus sharp, and close strong. Each case proves more, earns more, means more.
bookkeeping services for small businesses

Bookkeeping

Clean books, clear business picture

We keep records accurate and up to date, so you stay focused on running your business. Our team specializes in monthly reconciliation services. With over 12 years providing small business bookkeeping, we help reduce errors and give you steady financial visibility all year, not just at tax time.
tax consulting services

Tax Consulting

Smart tax choices, better results

We help reduce tax burdens across borders. Not by guessing, but by using international tax planning strategies that fit your goals. Many clients come to us after facing double taxation on foreign income. As San Jose tax consultants, we guide income timing across jurisdictions to keep your tax position clear.
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Payroll Services

Payroll compliance, handled correctly

We make payroll easier so you can focus on your team. Our service handles tax deposit and filing for every jurisdiction. Business owners often lose time correcting mistakes or chasing rule changes. As small business accountants, we help reduce errors and save hours every pay period with steady support.
Amend tax returns.

Amended Tax Returns

Fix past tax return mistakes

We’re here to help your San Jose business stay on track by double-checking financial statements with care. We finish audits faster than most, so you can keep things moving. Clients say they feel more confident because we explain everything in plain English. As certified tax accountants, We’re with you every step.
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Financial Audits

Thorough reviews for accuracy

We help businesses spot and manage risks before they grow. Our team makes fewer mistakes than other firms, so your audit stays smooth. Clients like that we keep them informed the whole time. As certified tax accountants, we know how to get it right and keep it clear.
IRS tax audit representation.

Tax Audit Representation

Expert defense in IRS audits

We represent clients during payroll tax audits with calm, steady focus. Our team handles direct communication with the IRS, so you don’t have to. Clients appreciate the reduced stress and clear guidance we provide. With each case, we prepare strong documentation and protect you from common audit mistakes that cost time and money.
IRS tax audit representation.

Real Estate Taxes

Property tax planning made simple

If you own rental property in San Jose, we help you plan ahead and keep more of what you earn. Our team focuses on rental property tax planning with year-round support, not just during filing season. You get clear answers, steady guidance, and a better way to track and claim deductions.
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Resources From Our Expert Accountants

Take a few minutes to explore our resource center. We share real insights on local and international tax rules, written to help business owners stay informed. Our team stays current so you can make smart moves with better tax knowledge.

Get Your Tax & Accounting Questions Answered

If you need help with personal and business tax filing, we detail what’s included in our services so you know what to expect. This is especially helpful when tax season approaches and you need preparation help. Find answers to your accounting questions below.

Average accountant hourly rates by years of experience (2025)

Hourly Rate ($)
$400 $300 $200 $100 $0
1-2 years
2-4 years
4-6 years
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How does San Jose calculate the Business Tax Certificate fee?

Employee count drives the calculation, not revenue. Registration must happen within 90 days of opening. Missing the window opens a city penalty track that runs separately from any FTB obligation. Our tax preparation in San Jose covers the certificate alongside entity returns so both deadlines stay on the same calendar.

Does the FTB tax unvested RSUs after a mid-year move to Nevada?

Yes, if those shares were earned during California service. The FTB sources equity to where the work occurred, not where you live at vesting or settlement. The California-service portion remains taxable after your move. The sourcing ratio is the share of California workdays during the vesting period divided by total workdays from grant to vest. We calculate it before filing so the number is not a surprise.

Does a San Jose LLC owe the $800 minimum franchise tax with no year-one revenue?

Usually yes. A narrow first-year exception applies to corporations that incorporate or qualify in California after January 1 of the tax year, but it does not extend to LLCs. Separately, revenue above $250,000 triggers a gross receipts fee on top of the minimum tax. An accountant in San Jose confirms the exception applies before the first FTB deadline. Not after the notice arrives.

Does selling a San Jose rental property trigger California capital-gains tax on top of federal?

Yes. California taxes long-term capital gains as ordinary income, so no preferential rate applies regardless of holding period. San Jose real estate tax obligations run separately from the state return. If the gain pushes taxable income above $1,000,000, the Behavioral Health Services Tax adds 1% on top. Dimov Tax runs the combined exposure calculation before a sale closes, not after.

Does San Jose's Transient Occupancy Tax file separately from the state return?

It files separately, and the obligation falls on the operator collecting rent from transient guests, not the property owner by default. San Jose charges 10% of room rent: 6% under Municipal Code Chapter 4.72 and 4% under Chapter 4.74. The city collects it on its own calendar. We handle both filings so neither deadline gets missed.

Your Personal and Business Accounting Team

George Dimov - Founding President of George Dimov CPA and Tax Specialists, an online CPA firm with the highest standards

George Dimov

President

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Stan Shraybman, MBA, EA

Senior Tax Manager

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Anvar Akhtamov, EA

Senior Tax Accountant

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Xintian Wang, CPA

Senior Tax Manager

MEET THE TEAM

Google Reviews

Dimov Tax Specialists
Dimov Tax Specialists
4.8
Based on 430 reviews
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Sean Hennigan
Sean Hennigan
21:36 29 Dec 25
I’ve worked with hundreds of CPA firms and Dimov Tax Specialists has been the most responsive I’ve come across.They’re quick to jump in when something urgent comes up and take a practical approach that’s rare to find in an accounting firm.Those we've referred to Dimov Tax have had an excellent experience and particularly with Dominique.
hao wu
hao wu
20:47 14 Dec 25
Very satisfied with Dimov for handling both my US and Canadian taxes with utmost efficiency and professionalism, will be using every year from now on
Andrew Beneduce
Andrew Beneduce
20:40 11 Dec 25
The tax team at Dimov Tax Specialists were extremely helpful. The entire team possesses a diligent expertise and extensive knowledge in tax services and accounting. I highly recommend them and will be using them again. Additionally they were very cordial, patient, and understanding.
Laith Kamaleddine
Laith Kamaleddine
00:16 19 Nov 25
Would highly recommend. Been a client for many years and always quick and efficient service. They also have specialists on Canadian tax code for those with tax obligations in both countries.
Michael C
Michael C
22:18 04 Nov 25
Worked with Dimov Tax team, including Kirill Solntsev, for 2024 tax year filing. Our filing was somewhat more complicated than it had been. Kirill and Dimov team were highly attentive to details, developing new, practical approaches to our filing. Service was personal. Mixture of calls and emails.Always prompt. Very happy with their service. Recommend withoutreservation. Thank you!
D&J Bernard
D&J Bernard
11:28 03 Nov 25
We’ve noticed significant improvements since our first year working with them—they have up-to-date tax advice, professional handling of state-to-state and foreign reporting have been impressive.One suggestion: the requirement for full upfront payment is challenging. It would be helpful to allow a partial down payment, with the balance due upon completion.Thank you for your continued expertise and support.
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Serving San Jose, CA and Surrounding Areas

Dimov Tax Specialists proudly serves clients throughout San Jose and the surrounding areas. Whether you need help with tax preparation, accounting, or financial planning, our experienced team delivers trusted, remote support tailored to your needs.

Phone Number: +1 (929) 900-4526

Hours:

• Monday: 7 AM – 8 PM
• Tuesday: 7 AM – 8 PM
• Wednesday: 7 AM – 8 PM
• Thursday: 7 AM – 8 PM
• Friday: 7 AM – 8 PM
• Saturday: 7 AM – 6 PM
• Sunday: 8 AM – 6 PM

Transit Data

San Jose Diridon

Berryessa / North San Jose BART Station

San Jose E Santa Clara St

San Jose E Santa Clara St

Optimize your taxes and save thousands

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