[FREE GUIDE] TAX SECRETS FOR THE SELF EMPLOYED Download

BOOK A CONSULTATION
CLIENT LOGIN

Sunnyvale Tax Preparation Services

Serving Sunnyvale — A High-Income Tech Hub With Complex Tax Situations

Sunnyvale is home to engineers, executives, founders, contractors, remote workers, real estate investors, medical professionals, and families navigating multi-income complexity.
With RSUs, ESPPs, bonuses, multi-state remote work, stock sales, rental properties, and side consulting, Sunnyvale taxpayers often face some of the most sophisticated tax scenarios in the Bay Area.

Our Sunnyvale tax preparation team delivers accurate, compliant, and optimized tax filings built for Silicon Valley income structures.

Why Sunnyvale Clients Choose Us

  • 40+ years of combined tax preparation experience
  • Specialists in RSUs, ESPPs, ISOs & stock compensation
  • Multi-state filing for remote/hybrid tech professionals
  • W-2 + 1099 mixed-income support
  • Real estate & rental property tax optimization
  • IRS letters, audits & notice response
  • Transparent flat-rate pricing — no hourly billing
  • Year-round communication (not seasonal-only)

Individual Tax Preparation in Sunnyvale

Sunnyvale residents often manage stock compensation, high W-2 income, consulting income, remote work complexities, rental properties, and investment gains.
We prepare filings with strategy and accuracy.

We help individuals with:

  • Federal & California tax returns
  • RSU, ESPP, ISO & stock sale reporting
  • Multi-state tax filing for remote/hybrid workers
  • W-2 + 1099 blended income returns
  • Rental property returns & depreciation
  • Dividends, crypto & investment reporting
  • IRS notices, audits & tax corrections
  • Estimated tax planning to prevent penalties

Your tax return is engineered for compliance AND savings.

Business Tax Preparation in Sunnyvale

Sunnyvale’s business community includes consultants, tech contractors, medical practices, real estate investors, agencies, SaaS founders, and service businesses.

We support Sunnyvale business owners with:

  • S-Corp, LLC, C-Corp & Partnership returns
  • Year-end bookkeeping cleanup
  • Payroll setup & contractor compliance
  • Founder stock/equity-based tax support
  • Multi-entity tax filing (business + rentals)
  • Depreciation & equipment write-off planning
  • Quarterly forecasting & tax projections

We provide accurate, strategic tax preparation for long-term financial clarity.

What Sets Our Sunnyvale Tax Team Apart

Sunnyvale taxpayers require a higher level of expertise:

  • High W-2 income
  • Multi-state income allocation
  • RSU & ESPP equity cycles
  • Rentals with complicated depreciation
  • Side consulting & agency ownership
  • Large investment portfolios

We file with precision and apply advanced tax strategy that reflects Silicon Valley’s financial realities.

Areas We Serve in and Around Sunnyvale

We support clients throughout Santa Clara County, including:

  • Sunnyvale
  • Heritage District
  • Lakewood Village
  • Cherry Orchard
  • Ponderosa Park
  • Birdland
  • Cupertino (adjacent)
  • Santa Clara (adjacent)
  • Mountain View
  • San Jose (West)

What Sunnyvale Clients Say

“They handled my RSUs and rental property perfectly. Best tax filing experience in the Bay.” — M. Shah, Lakewood Village

“My income is half W-2, half consulting. They organized everything and saved me thousands.” — T. Jacobs, Ponderosa Park

Real Client Case Study — Sunnyvale, CA

Client: J. Li — Engineer + Rentals + Consulting
Income Mix: W-2 + RSUs + 1099 consulting + rental property
Problem: Incorrect stock compensation basis, missed rental depreciation, messy consulting deductions
What We Did:

  • Corrected RSU cost basis
  • Rebuilt rental depreciation schedules
  • Organized consulting income & deductions
  • Set up quarterly estimated tax system

Result:
$12,480 in first-year tax savings.

Saved $12,480 Through Proper Equity Reporting & Rental Depreciation

Sunnyvale residents frequently overpay due to poorly reported stock compensation or incomplete rental depreciation.
By fixing these core issues and optimizing the filing, this client saved $12,480 in the first year — without changing income.
Accurate filing = real Silicon Valley savings.

Flat-Rate Tax Preparation — Clear, Predictable & Never Hourly

Sunnyvale professionals value transparency.
Our pricing is flat-rate, based on return complexity — not hours worked.
Whether you have complex equity, multiple states, rentals, or side consulting income, you will always know your cost upfront.
Most Sunnyvale clients save more through deductions than they spend on preparation.

CPAs and Tax Preparers in Sunnyvale, CA Who Focus on Strategy

We offer a free 30-minute tax strategy consultation with a licensed Sunnyvale tax professional.

We’ll review your income, equity, rentals, deductions, and tax situation to uncover immediate savings and ensure accuracy.

Book Your Free Consultation