IRS letter on your desk?We take over contact with the IRS.IRS Audit RepresentationExams, appeals, collections, penalty reliefBusiness TaxPlanning and compliance for mid-size companiesIndividual & Family TaxHigh-net-worth, multi-state and cross-borderOffshore Disclosure & SDOPFBAR, PFIC and Streamlined filingsTaxpayer Rights in an IRS AuditYour rights, step by stepAudit & AssuranceAudits, reviews, 401(k) plan auditsGovernment Contracting8(a), DCAA, incurred cost submissionsMergers & AcquisitionsDue diligence, QoE, valuations
Government contractorsDCAA, rates and incurred costGovernment Contractors & TechnologyIT, professional services, federal primes and subsReal Estate & ConstructionOwners, developers, contractorsMedical Practices & ClinicsPhysicians, urgent care, clinics, dentalHealthcare StaffingTravel nurse, allied and per diem agenciesRestaurants, Retail & HospitalityFranchises, multi-unit, hotels, e-commerceSoftware & SaaSRevenue recognition, sales tax, R&DRestaurantsTip credit, payroll and sales taxRealtors & AgentsCommissions, S corp and deductionsStaffing & IT CompaniesIT staffing, software, multi-state payroll
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San Jose, CA · Local advisory
San Jose, Santa Clara, Sunnyvale and Cupertino are home to the world's largest technology companies and a large community of engineers, many with family and assets abroad. Our advisors serve them remotely.
What we handle
Tech employees in Silicon Valley receive RSUs, ESPP shares and stock options that create withholding gaps, AMT and complex basis reporting. Many are H-1B or green card holders with bank accounts, mutual funds and property in India and other countries, which bring FBAR, Form 8938 and PFIC reporting.
Semiconductor and software companies here rely on research credits and section 174A planning, and on careful California and multi-state payroll. We advise companies and their people, and represent clients before the IRS and FTB.
Speak with an advisorWhere we help
Equity and multi-state returns.
R&D credits and payroll.
Foreign reporting and treaties.
QSBS and capital gains.
Our approach
A senior advisor reviews your situation.
Scope, fees and timeline in an engagement letter.
Secure document exchange, meetings and filings.
IRS contact, planning and support all year.
Questions
If your question isn't here, call (703) 880-8412 and you'll reach a person.
Usually yes. Foreign mutual funds are generally PFICs with special reporting on Form 8621, and accounts holding them may require FBAR and Form 8938.
RSU and ESPP income is included in W-2 wages when it vests or when shares are sold, so W-2 income is often higher than base pay.
Our offices are in Northern Virginia, Washington, DC and New York. We serve San Jose clients remotely with secure document exchange and video meetings, and visit on site when an engagement needs it.
Yes. Our CPAs represent individuals and businesses in IRS examinations, appeals and collections nationwide under a Form 2848 power of attorney.
Latest updates
Authorized representatives can now make balance-due, amended return, extension, proposed assessment and federal tax deposit payments for business clients online. Appropriate authorization for the client and tax matter is required.
Source: IRS (IR-2026-134)
For 2027 the joint-return standard deduction rises to $33,200, the estate tax basic exclusion to $15,480,000, the annual gift exclusion to $20,000 and the Section 179 expensing limit to $2,640,000. Our advisors recommend revisiting year-end gifting and equipment purchase plans with these figures in mind.
Source: IRS (IR-2026-133)
All 6,576 nominated census tracts, including 2,594 rural tracts eligible for enhanced benefits, become Opportunity Zones on January 1, 2027 for ten years. Investors with capital gains should review the new map before committing funds.
Source: IRS (IR-2026-132)
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Learn moreLos Angeles, CAVG CPA PC serves Los Angeles, CA businesses and families: California FTB audits, entertainment and real estate tax planning, IRS audit representation, audits and M&A due diligence across Los Angeles.
Learn moreSan Francisco, CAVG CPA PC serves San Francisco, CA businesses and families: startup and venture tax, equity compensation, R&D credits, California FTB and residency audits, and IRS audit representation in San Francisco and the Bay Area.
Learn moreStart a conversation
Tell us what you're facing. A senior advisor will reply within one business day with a clear next step.
Header photo: Payton Chung, CC BY 2.0, via Wikimedia Commons.