Sign In Get Started

Katy Y. Chen — CPA in Saratoga, California

KY

Katy Y. Chen

Certified Public Accountant | Licensed in California
0.0 (0 reviews)
Verified Licensed
Po Box 3106, Saratoga, California 95070 View on Maps

About Katy Y. Chen

Katy Y. Chen is a certified public accountant (CPA) based in Saratoga, California, with over 15 years of experience in accounting and taxation.

Her professional expertise spans bookkeeping and financial statement compilation, tax planning and consulting, as well as basic accounting services, tax compliance, and individual tax services.

With a strong focus on serving small and medium-sized businesses, entrepreneurs, and startups, Chen provides personalized guidance on financial matters and ensures compliance with tax regulations.

Hers services are particularly notable for incorporating a proactive approach to financial planning, helping clients navigate complex tax laws and make informed business decisions.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Saratoga

KE
Kurt E. Stoffers
Saratoga, California
CY
Catherine Y. Yeh
Saratoga, California
Y
Yiwei Jiang
Saratoga, California
RK
Raymond K. Ostby
Saratoga, California
A
Alice Huang
Saratoga, California
A
Angela Fung
Saratoga, California

Contact Katy Y. Chen

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns