Smart Tax INC - Bookkeeping, Accounting, and Tax Consulting in San Jose, CA

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.