Services
The expertise you need—without a maze of service pages.
Four areas of work, each grounded in situations rather than definitions. Returns are prepared for all fifty states, and accounting work can happen at your facility or at the Campbell office.
Individual Tax Preparation and Planning
Tax guidance shaped around the person, family, property, business interests, and life changes behind the return.
Returns are prepared for all fifty states. The conversation starts with what changed during the year — income, investments, property, retirement decisions, an inheritance — because those details decide how the return is built.
Situations we see
- Income changed, or a second source of income appeared
- A home or investment property was bought, sold, or refinanced
- Retirement accounts, distributions, or Social Security began
- An inheritance or family change affected the return
Small Business Tax Preparation and Planning
Accurate records, business-return preparation, ongoing accounting support, and planning conversations for owners.
Accounting and bookkeeping work can be handled at your facility or at the Campbell office. Business returns are prepared alongside the owner's personal picture, so the two are decided together rather than in sequence.
Situations we see
- The books need to be accurate before the return is prepared
- An entity choice or owner compensation question is open
- Growth has outpaced the current financial process
- The business and personal returns need to be planned together
Nonprofit Organizations
Accounting, reporting, tax, and audit or review support for nonprofit organizations.
The IRS sets specific annual reporting requirements that a tax-exempt organization must meet to keep its status. Lynda's work with nonprofits includes accounting support and audit or review of financial statements — a long-standing specialty of the firm.
Situations we see
- Annual exempt-organization filings are due
- The board or a funder has asked for an audit or a review
- Financial reporting needs to be clearer for the board
- Governance and stewardship responsibilities have grown
Estates and Trusts
Support for families and fiduciaries handling estate and trust filings and the decisions around them.
This is one-to-one work with neighbors in the Santa Clara County communities — the kind of attention that is difficult to find at the larger downtown San Jose firms.
Situations we see
- An estate or trust return needs to be filed
- A trustee or executor is unsure what is required
- A family is sorting out responsibilities after a death
- Prior-year filings need review
Not sure which of these fits?
Describe what changed and the office will tell you which work is actually needed — and what is not.
Ask Lynda