25
YEARS OF EXPERIENCE
Your Financial Partner for Lasting Success
Whether you’re a small business, freelancer, or growing corporation, our team provides reliable bookkeeping, tax planning, and compliance support—so you can focus on running your business.
Our Mission
To empower Bay Area businesses with accurate books, strategic tax planning, and peace of mind through expert financial guidance.
🤝 Build lasting client relationships
📊 Simplify business finances
💰 Reduce tax liability
✅ Stay compliant with confidence
Our Vision
To be the Bay Area’s most trusted partner for small business financial success—delivering clarity, honesty, and long-term results.
Our Services
We provide a full suite of accounting and tax services designed for local entrepreneurs and families.
Bookkeeping
Stay organized and audit-ready with monthly bookkeeping, reconciliations, and custom financial reports.
Tax Planning & Preparation
Strategic tax preparation for individuals, small businesses, and corporations—so you never overpay.
Audit Support & IRS Representation
From IRS letters to state audits, our certified team stands by your side with full audit protection and peace of mind.
Why Choose Familia Tax & Bookkeeping
We combine professional expertise with personal service. When you work with us, you’re part of the Familia.
Best Experience
Over a decade of CPA firm experience.
Free Consultation
Start with a no-cost review of your books and goals.
📞 Call us today:
(408) 444-5259
📍 Visit us: 2114 Senter Rd, STE 2, San Jose, CA 95112
What Our Clients Say
Ever Guardado
San Jose Business Owner
“This is the second year I’ve had Familia Tax helping with my taxes. Jaime is very helpful and doesn’t skip corners when it comes to deductions. I’m very happy with their tax service.”
Maribel Freeman
College Student
“I always had to pay even as a college student. Highly recomend Jaime he patiently guided me to understand and get a refund instead of paying”
Latest Updates & Blog
The October 15 Tax Deadline Is Here – Don’t Miss It!
Bay Area business owners — filing on time protects you from costly IRS penalties. Let our team ensure accurate, on-time filing.
[LEARN MORE]
How Bookkeeping Keeps Your Business Audit-Ready
Discover why monthly bookkeeping saves you time, stress, and unexpected costs.
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How Bookkeeping Keeps Your Business Audit-Ready
From deductions to credits, learn how to legally lower your tax bill with advanced strategies used by top CPA firms.
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