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Alameda County · California

CPA & Tax Services in Berkeley, CA — Expert Tax Accountant for Business Owners & Investors

Searching for a CPA near you in Berkeley? KDA's licensed CPAs and Enrolled Agents provide tax preparation, LLC & S Corp formation, IRS and FTB audit defense, and proactive tax strategy for Berkeley business owners, self-employed professionals, real estate investors, and high-income individuals. We know Berkeley's local economy — and we build tax strategies around it.

30+ Years in California
Licensed CPAs & Enrolled Agents
IRS + FTB Dual Agency Expertise
$0 Consultation Fee
124,000 Berkeley Residents
CPA near you in Berkeley Book Free Consultation
Tax Services in Berkeley, CA

What Berkeley Clients Come to KDA For

From solo consultants to multi-entity real estate investors, KDA handles the full spectrum of Berkeley tax needs.

Tax Preparation in Berkeley

Individual and business returns prepared by licensed CPAs who understand California's complex dual-filing requirements — federal IRS and California FTB.

LLC & S Corp Formation in Berkeley

We run the numbers, handle the S Corp election, set up payroll, and optimize your entity structure — so you save on self-employment tax from day one.

IRS & FTB Audit Defense

KDA represents Berkeley taxpayers before both the IRS and California FTB — handling correspondence, appeals, and settlements.

Tax Environment in Berkeley, Alameda County

Berkeley is a major academic and research hub anchored by UC Berkeley, with a strong biotech, tech, and creative economy. Whether you are a UC Berkeley faculty member with complex fellowship income, a biotech professional with equity compensation, a small business owner in Berkeley's vibrant commercial districts, or a real estate investor managing rental properties near campus — KDA's licensed CPAs and Enrolled Agents bring California-specific expertise to every Berkeley client.

Berkeley Business & Economic Profile

Berkeley's economy is defined by higher education, biotech, technology, creative industries, and professional services. UC Berkeley faculty, researchers, and biotech professionals who have complex fellowship income, research grants, and equity compensation situations are among the most common clients KDA serves in Berkeley.

Key Tax Issues for Berkeley Residents & Business Owners

These are the tax situations KDA sees most often from Berkeley clients — and where proactive planning makes the biggest difference.

UC Berkeley Faculty and Researcher Tax Issues

UC Berkeley faculty and researchers have unique tax situations — fellowship income, research grants, consulting income, and equity in spinout companies. KDA helps Berkeley-affiliated clients navigate these complex tax issues.

Biotech Professional Tax Planning in Berkeley

Berkeley's biotech corridor is home to many biotech professionals with equity compensation, milestone bonuses, and complex multi-state tax situations. KDA specializes in biotech professional tax planning.

Small Business and Startup Tax Planning in Berkeley

Berkeley has a vibrant startup and small business community. KDA helps Berkeley entrepreneurs with entity formation, S Corp elections, and strategic tax planning.

Berkeley Business License Tax Compliance

Berkeley charges a Business License Tax based on gross receipts. KDA helps Berkeley business owners understand and comply with city-level tax requirements.

Who KDA Serves in Berkeley

KDA works with a wide range of Berkeley clients. Here are the profiles we see most frequently — and how we help each one.

UC Berkeley Faculty & Researchers

KDA helps UC Berkeley faculty and researchers navigate fellowship income, research grants, consulting income, and equity in spinout companies.

Biotech Professionals

KDA specializes in biotech professional tax planning — equity compensation, milestone bonuses, and multi-state tax issues for Berkeley biotech employees.

Small Business Owners & Startups

KDA serves Berkeley entrepreneurs with entity formation, tax preparation, and strategic tax planning.

Real Estate Investors

Berkeley real estate investors benefit from KDA's expertise in depreciation optimization, 1031 exchanges, and California-specific real estate tax rules.

ZIP Codes Served in Berkeley

KDA serves clients in all Berkeley ZIP codes: 94701, 94702, 94703, 94704, 94705, 94706, 94707, 94708, 94709, 94710, 94712. We also serve surrounding Alameda County communities and can meet in person or virtually.

Find a CPA in Berkeley, CA

KDA's licensed CPAs and Enrolled Agents serve Berkeley and all of Alameda County. Book a free consultation — no obligation, no sales pitch.

Book a Free Consultation

KDA Client Results in Berkeley & Alameda County

These anonymized case studies represent real outcomes for clients in Berkeley and the surrounding area. Individual results vary based on income, entity structure, and tax situation.

Client
A Berkeley biotech researcher received $280,000 in RSU vesting from a pre-IPO company. KDA structured the exercise and sale timing to qualify for long-term capital gains treatment on a portion of the gain, reducing the combined federal and California tax bill by $41,000.

Berkeley Biotech Researcher Saves $41,000 on Equity Compensation

Client
A Berkeley marketing consultant earning $210,000 per year saved $26,000 annually after KDA structured an S Corp election, implemented a Solo 401(k), and identified $14,000 in missed deductions.

Berkeley Small Business Owner Saves $26,000 with S Corp Election

See more client case studies →

Real outcomes from KDA clients across California. Individual results vary based on income, entity structure, and tax situation.

Also Serving Nearby Alameda County Cities

In addition to Berkeley, KDA serves clients throughout Alameda County, including: oakland, san-francisco, hayward, fremont, san-leandro, and more. View all city guides →

Frequently Asked Questions

Tax Questions from Berkeley Business Owners & Residents

These are the questions KDA gets most often from Berkeley clients. If your question isn't here, book a free consultation.

Best CPA near me in Berkeley for UC employees?
KDA Inc. helps UC Berkeley faculty, staff, and researchers navigate complex tax situations including fellowship income, research grants, and equity in spinout companies.
Fellowship income used for tuition and required fees is generally tax-free. Fellowship income used for living expenses is taxable as ordinary income. KDA helps Berkeley researchers and graduate students understand their fellowship tax obligations.
KDA serves Berkeley small business owners with tax preparation, entity formation, quarterly estimated payments, and strategic tax planning.
Berkeley charges a Business License Tax based on gross receipts. Rates vary by business type. KDA handles Berkeley business license tax compliance.
KDA's Enrolled Agents represent Berkeley taxpayers in IRS and FTB audits. Contact us immediately if you receive an audit notice.
Berkeley rental properties near UC Berkeley generate strong rental income. KDA helps Berkeley landlords maximize depreciation deductions, deduct all operating expenses, and plan for California's specific rental property tax rules.
Key strategies: S Corp election, Solo 401(k) contributions up to $69,000/year, home office deduction, and comprehensive business deduction optimization. KDA builds a comprehensive tax plan for Berkeley self-employed professionals.
KDA specializes in real estate investor tax planning in Berkeley — depreciation optimization, 1031 exchanges, and California-specific rules.
Serving Berkeley & All of Alameda County

Ready to Pay Less Tax in Berkeley?

KDA's licensed CPAs and Enrolled Agents serve Berkeley business owners, investors, and self-employed professionals. Whether you need tax prep, LLC setup, audit defense, or a full tax strategy — we're ready. Book a free consultation and find out exactly how much you could save.

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