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

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

Areas Served in US by Smart Tax INC

Service Details

  • Balance Sheet

    • Bank Reconciliation

      • Cash Flow Statement

        • Financial Statement preparation

          • General Ledger

            • Monthly Reports and Statements

              • Checks or Direct Deposit to Your Employees

                • Payroll Reports

                  • Quarterly Tax Forms

                    • Tax Deposits

                      • Year-End Tax Forms

                        • 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.

                                        Key Business Information of Smart Tax INC

                                        Additional services offered
                                        • Insurance services
                                        Languages Known
                                        • English
                                        • Hindi
                                        • Gujrati
                                        Mode of Payment
                                        • Cash
                                        Specialized in
                                        • Itin Certification
                                        Dealing with Personal Tax Planning
                                        • Core Tax Return
                                        • Estimated Tax Payments
                                        Dealing with Business Tax Planning
                                        • Corporation Tax Return
                                        Dealing with Tax Consultant Services
                                        • Tax Representation
                                        Dealing with Financial Planning
                                        • Estimated Tax Payments
                                        • Income Tax Withholding Adjustment
                                        Dealing with Estate Planning
                                        • Will / Trust Documents
                                        Dealing with Tax Preparation Services
                                        • Core Tax Return
                                        • Tax Representation

                                        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.

                                        Review for Smart Tax INC in San Jose, CA

                                        • 5/5
                                        Based on
                                        • 7 Ratings
                                        • 7 reviews
                                        s
                                        sunil kumar2 months ago

                                        Rated 5.0 I went there for my tax return and found this place amazing. I was answered all the queries and given personal attention for my tax filing as per my need. I suggest anyone who is looking for reasonable and knowledgeable tax filing, try them once.

                                        G
                                        Gunhoon Kim3 months ago

                                        Rated 5.0 I received tax assistance during a legally pressing situation, and the service was incredibly kind and fast. Most importantly, everything was handled with such precision and meticulous attention to detail that the entire process was completed without a single issue. If you're facing any tax problems or need professional help, I highly recommend reaching out. They also seem to have a solid understanding of legal matters, making them capable of handling most complexities. Don't hesitate to send an email—the response time is very quick, and the work ethic is outstanding. I hope everyone gets their issues resolved as smoothly as I did!

                                        M
                                        Michael O'Leary

                                        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
                                        Orchard Valley Landscaping

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

                                        N
                                        Neeta Patel

                                        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!

                                        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.

                                         

                                        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.

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