Smart Tax INC Financial & Taxation Services San Jose, CA US

Smart Tax INC

Take control of your business
  • manage_accounts
  • Serving Across California State
miscellaneous_services Service Offered
Financial & Legal Services,  Financial & Taxation Services,  Accountant Services

Overview of Smart Tax INC

  • Experience

    15 Years

  • Business owner name

    Sanjivani S

  • Contact name

    Sanjivani Salunkhe

  • Offer
Services Offered by Smart Tax INC
Highlights of Smart Tax INC
  • IRS and Sales Tax Audits

Areas Served in US by Smart Tax INC

Key Business Information of Smart Tax INC

Additional services offered
  • Insurance services
Languages Known
  • English
  • Hindi
  • Gujrati
Mode of Payment
  • Cash
Also provides
  • Online/Remote using video/audio conference tools
Services Offered
  • Take advantage of changing tax laws to maximize returns for you and the family
Specialized in
  • ITIN Certification

About Smart Tax INC

Smart Tax Inc is a full-service bookkeeping firm, serving clients throughout the Bay Area and providing professional and personalized services. We offer a wide range of services to individuals, business owners, executives and independents professionals. This is a one-stop shop. We have a long-term relationship with our clients. We have a long-term relationship with our clients. Smart Tax Inc will maximize tax refund and avoid taxpayers’ costly mistakes. We will help to increase cash flow and most importantly, we want you to feel confident that your accounting system accurately reflects your current situation so you can concentrate on running your business instead of trying to stay on top of your books! Our Bookkeeping Services include: -Monthly Statement and Reports -General Ledger -Financial Statement Preparation -Balance Sheet -Bank Reconciliation -Cash Flow Statement Owner of Smart tax Inc Sanjivani Salunkhe is California registered tax Preparer. Expert in all areas all taxation individual, Corporation, LLC. and Business Corporation as well. We will help to increase cash flow. Call us for free initial consultation.

Service Details

  • Checks or Direct Deposit to Your Employees

    • Payroll Reports

      • Quarterly Tax Forms

        • Tax Deposits

          • Year-End Tax Forms

            • Balance Sheet

              • Bank Reconciliation

                • Cash Flow Statement

                  • Financial Statement preparation

                    • General Ledger

                      • Monthly Reports and Statements

                        • Business Start-Ups

                          • Business Tax Return Preparation

                            • Gift & Estate Tax Return Preparation

                              • Individual Tax Preparation

                                • LLC Tax preparation

                                  • Out-of-State Returns

                                    • Partnership & Corporate Tax Preparation

                                      • Tax & Education Planning

                                        Selected Financial & Taxation Services
                                        Selected service breakdown details

                                        * Prices may vary. Confirm the final price with the provider.

                                        Review for Smart Tax INC in San Jose, CA

                                        • 5/5
                                        Based on
                                        • 5 Ratings
                                        • 5 reviews
                                        M
                                        2 yrs ago

                                        Rated 5.0 Smart Tax Inc. Has been my go to for taxes since the start of my busniess in 2018 , Sanjivani does an AMAZING job making sure that all of the details are correct so that your return is maximized , even after doing my taxes Sanjivani calls to remind me to pay my yearly llc tax amongst other important reminders throughout the year , I WILL NOT trust anyone other than Sanjivani to do my taxes

                                        O
                                        4 yrs ago

                                        Rated 5.0 Very knowledgeable and a true professional at this. Thanks Sanjivani!

                                        N
                                        8 yrs ago

                                        Rated 5.0 I have taken her help for filing personal tax return and my corporation tax return. Her filing process was smooth. Customer service is great!

                                        A
                                        8 yrs ago

                                        Rated 5.0 She helped for Bookkeeping and filing my tax return when I start my business. Her response is prompt. Impressed with her service. I have recommended her to my sister.

                                        A
                                        8 yrs ago

                                        Rated 5.0 Good services.. recommended.

                                        Facebook posts by Smart Tax INC

                                        Frequently Asked Questions - Smart Tax INC

                                          • 1. What services does Smart Tax Inc. provide?

                                            Smart Tax Inc. provides tax preparation, accounting, and payroll management services for individuals and businesses.

                                          • 2. How experienced is Smart Tax Inc. in handling complex tax matters?

                                            The firm has extensive expertise in handling complex tax issues with precision and reliability.

                                          • 3. Can Smart Tax Inc. assist with multi-state taxation?

                                            Yes, they assist with multi-state tax filings to ensure compliance across jurisdictions.

                                          • 4. Does Smart Tax Inc. provide payroll management services?

                                            Yes, payroll management is one of their core offerings for businesses.

                                          • 5. What industries does Smart Tax Inc. specialize in?

                                            They specialize in serving small businesses, healthcare professionals, and individuals with unique tax needs.

                                          • 6. Can Smart Tax Inc. help with ITIN-related services?

                                            Yes, they provide ITIN application and renewal services to eligible clients.

                                          • 7. What should clients expect during the first consultation?

                                            During the first consultation, expect a detailed assessment of financial needs and personalized solutions.

                                          • 8. Does Smart Tax Inc. offer virtual tax preparation services?

                                            Yes, virtual tax preparation services are available for clients nationwide.

                                          • 9. Can Smart Tax Inc. help with IRS tax penalties?

                                            Yes, the firm provides support in resolving IRS tax penalties and ensuring compliance.

                                          • 10. How do I contact Smart Tax Inc. to start services?

                                            Contact Smart Tax Inc. through their profile page, phone, or email to schedule an appointment.

                                        Limited period offers!

                                        Exclusive Discount Coupon Just For You!
                                        Resend SMS
                                        thumb_up

                                        Offer Claimed Successfully!

                                        Thank you for claiming the offer. We’ve emailed you the offer details and if selected, we’ll also send them via SMS or WhatsApp. We’re glad to have you with us!

                                        -

                                         

                                        Smart Tax INC

                                        Who We Are

                                        Smart Tax INC is a full-service financial and tax advisory firm headquartered in San Jose, California. Founded by Sanjivani Salunkhe, our firm is known for providing accurate, timely, and client-centric tax solutions across California. Whether you're an individual, a small business owner, or an entrepreneur, we offer services designed to help you stay compliant and financially organized. Our combination of professional expertise and personalized attention makes us a trusted choice for financial services.

                                        Signature Services

                                        • Tax Preparation (Federal & State Returns)
                                        • Bookkeeping & Accounting Services
                                        • Payroll Processing
                                        • Business & Personal Tax Planning
                                        • Incorporation and Entity Selection Services
                                        • Public Notary Services
                                        • Foreign Account Disclosure Support
                                        • Cash Flow & Financial Forecasting
                                        • IRS Compliance & Representation

                                        Why Choose Us

                                        • Comprehensive Financial Services: From tax filing to business incorporation and forecasting, we cover all your needs in one place.
                                        • Client-First Approach: We take time to understand your unique situation and customize solutions accordingly.
                                        • Accuracy & Compliance: Our work is detailed, thorough, and up to date with the latest IRS and state regulations.
                                        • Flexible Engagement: In-person or remote appointments make it easy to get the help you need, when you need it.
                                        • Trusted Local Expertise: We understand California-specific tax codes and regulatory requirements, helping our clients save more and stress less.

                                        Areas We Serve

                                        Based in San Jose, Smart Tax INC proudly serves clients across the state of California. Whether you’re in San Francisco, Oakland, Fremont, Sacramento, Los Angeles, or anywhere in between, we are equipped to assist you through remote tools and flexible support options. Our primary service radius includes up to 50 miles from San Jose, including Cupertino, Santa Clara, Sunnyvale, Milpitas, and Palo Alto.

                                        Ideal For

                                        • California-based professionals and families seeking reliable tax preparation
                                        • Startups and small businesses in need of payroll and bookkeeping
                                        • Entrepreneurs looking to incorporate and plan strategically
                                        • Individuals requiring notary and compliance services
                                        • Non-resident aliens needing foreign account or tax assistance

                                        How to Book

                                        To inquire or schedule an appointment, simply click the “Enquire Now” button on our Sulekha profile page. Our team will reach out to discuss your needs and how we can support your goals.

                                        Reviews & Testimonials

                                        • Trusted Tax Partner: “Smart Tax INC has handled our taxes for the last 5 years with professionalism and accuracy. Highly recommended!”
                                        • Responsive Service: “I appreciated how quickly they responded to my questions during tax season and helped me understand the filing process.”
                                        • Comprehensive Support: “Not only did they handle our taxes, but they helped us restructure our small business legally and financially.”
                                        • Local Expertise: “It’s clear they understand California tax laws in depth. I saved money and gained peace of mind.”
                                        • Client Longevity: “We’ve been working with Sanjivani for years. The team is consistent, clear, and very reliable.”

                                        Customer Experience Summary

                                        • Highly responsive and client-focused service
                                        • Clear, accurate, and compliant tax preparation
                                        • Trusted for both personal and business finances
                                        • Accessible support across California
                                        • Professional handling of complex filings and disclosures
                                        • Year-round assistance, not just seasonal

                                        About the Owner

                                        Sanjivani Salunkhe, founder and lead advisor of Smart Tax INC, brings years of professional experience in taxation, bookkeeping, and business planning. Her dedication to client success and ethical financial practices has made Smart Tax INC a go-to choice for residents and business owners in San Jose and beyond.

                                        Commitment to Client Success

                                        At Smart Tax INC, we aim to simplify financial complexities and empower our clients with accurate, timely, and customized solutions. Whether you're planning your future, managing your business finances, or simply trying to stay compliant, we’re here to support you every step of the way. Let Smart Tax INC be your trusted partner in achieving financial clarity and long-term success.

                                        Financial & Taxation Services Tips & Updates

                                        Understanding the Child Tax Credit: Maximizing Your Benefits in ,
                                        Financial & Taxation Services

                                        Understanding the Child Tax Credit: Maximizing Your Benefits

                                        What is the Child Tax Credit? The Child Tax Credit (CTC) is a U.S. tax benefit that helps families manage the financial res...

                                        Continue reading
                                        How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes in ,
                                        Financial & Taxation Services

                                        How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes

                                        International conflicts can have far-reaching consequences, not just on geopolitics but also on the global economy. The ongo...

                                        Continue reading
                                        What a TikTok Ban Could Mean for Business Taxes and Compliance! in ,
                                        Financial & Taxation Services

                                        What a TikTok Ban Could Mean for Business Taxes and Compliance!

                                        Navigating the tax and compliance implications of a TikTok ban requires proactive planning and expert support. Businesses ar...

                                        Continue reading
                                        Get the Best Financial & Taxation Services Providers
                                        Share your info, receive the contact details in few seconds
                                        arrow_drop_down

                                        Hi, please verify your phone number

                                        Send OTP as

                                        OTP has been send to your Mobile Number

                                        Start receiving responses by verifying your number! verified numbers add to the authenticity of your user profile and service providers will get in touch with their best quotes. Change Phone Number

                                        thumb_up

                                        Thank you for your Intrest. we will contact you soon.

                                        Related Searches

                                        Explore More Similar Listings

                                        Financial & Taxation Services in nearby Neighborhoods

                                        Popular cities

                                        Featured Links

                                        Free ListingAdvertise
                                        Sulekha AppIt’s faster & better
                                        Open in App