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Tax Preparation & Planning

San Jose Tax Preparation Expert

Want to save money each year with professional tax assistance and financial planning?

About

Business Tax Accountant
David Kirst, CPA

Extensive Experience

Personalized Service

Cost Savings

Fixed Fee Pricing

Peace of mind

Available year-round

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Active California CPA License : 55324

I have done almost everything—from helping start-up companies craft their financial plans, to preparing tax returns for companies with revenues in excess of $100 million. I have decades of experience that I can put to work for you. 

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I have worked with clients of all shapes and sizes – from sole proprietors to multi-million dollar businesses – and can develop an individualized service plan that meets each client’s unique needs and budget. My goal is not only to save you money, but to help you achieve business and personal financial goals, so you can do the things you love, and enjoy owning a thriving business.

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Filling Out Tax Form

My Client Types

Maximize Your Tax Savings with Expert Tax Planning

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Services

Get the Most Out of Your Tax Return with Expert Tax Planning

Maximize your tax return with David Kirst's expert tax planning services. David specializes in optimizing your financial strategy to ensure you get the best return possible. His experienced team of tax professionals will meticulously assess your financial situation, identifying every available deduction and credit to boost your refund.

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CFO & Small Business Services

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Tax CPA Services

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LLC & Tax Partnership Services

Filling Out Tax Form

WHO AM I?

I am an active licensed California Certified Public Accountant (CPA) with an undergraduate degree in accounting and graduate degree in taxation. I am certified as an Intuit Quickbooks ProAdvisor.

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My expertise is in closely held businesses and individual taxes. Most of my clients run an S corporation, partnership, or single member LLC in the areas of real estate, professional services and/or distribution and manufacturing.

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As a sole practitioner, I will perform the client interview, the data input, the review, and the tax filing. This is advantageous over a larger firm because I am intimately familiar with all of the details of your tax returns. Utilizing my services as a sole practitioner allows for a seamless and streamlined beginning to end process, as well as offering time management benefits – your focus can remain on overseeing your business, while I focus on the annual financial and tax compliance obligations. I leverage email and phone conversations to obtain requested information while maintaining the quality of the tax returns.

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Reason

How I Can Help You

My clients benefit from using my services as a professional financial preparer because it insulates them from the unnecessary details of tax code, while insuring that their business and personal finances are in tax compliance. I focus on the behind-the-scenes technical details of tax returns, and aim to consistently simplify the process for my client.

Simply put: I focus on the financial aspects of your company, leaving you more time to focus on the day-to-day aspects of running a business.

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MY PROMISE

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I promise to provide outstanding service to all my clients, big or small, with the utmost professionalism, dedication to quality and responsiveness needed. I am willing to assist with any problem encountered, no matter how trivial it may seem. Most importantly, I promise to provide a personal touch to guaranteeing that your financial services are done correctly and timely. 

Contact

Book a Tax Consultation Appointment

675 North First Street, Suite 975 San Jose, CA 95112

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Proudly Serving

The Bay Area Since 2001

The financial practices and obstacles that businesses face are unique, and you can’t afford to have your financial advisor learning the industry on your time.  Managing a business in the Bay Area alone can be a stressful venture, and poor accounting practices can impact your company’s financial stability.

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Since 2001, I have proudly served companies of all shapes, sizes and fields in the Bay Area in achieving their financial goals, as both owners of a business and as individuals. I am an experienced professional who knows how to get the job done for small businesses. I have decades of experience, offering financial counsel to firms of all sizes and situations. My goal is simple: to arm you with insightful financial information and competent advice, so that you can feel confident making well-informed business decisions.

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