Call us  408-730-4000
5201 Great America Pkwy, Suite 333
Santa Clara, CA 95054

Specializing in taxes for tech employees, working professionals, small businesses, startups, and real estate investors.

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Tax Services

We specialize in tax services for individuals with businesses and investments. If you have stock options, capital gains, real estate rentals, a sole proprietorship, LLC, and/or corporation, we’re the tax people for you! We also specialize in small business and startup taxes such as sole proprietorships, partnerships, LLCs, S corporations, and C corporations.

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Bookkeeping Services

We love helping small businesses. Whether your business is new or has been around for a while, a good set of books and proper record keeping can really make a difference. We have several different service packages designed for each stage of business you’re in. If you’re business is new, we provide consultation, Quickbooks setup and training, and more.

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Client Comments

"They have a friendly, personal touch to their business that you will simply not get from larger firms such as H&R. You really feel that they care about you, your taxes, and your financial future. Cheers to Alpha B and headache free tax seasons!"

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Our clients love us on Yelp

This is a multifaceted firm that is your one stop shop! Alpha B specializes in tax planning and tax preparation for small businesses, contractors, and real estate investors. This firm also provides bookkeeping and accounting services and can also help with business set-up and dissolution. Seriously? All that in one package!? -Susan L.

Alpha B has made my life simple. I'm able to do my taxes while communicating with them via email and phone. I've never even been to their office and I've been using them for a couple years! They've really simplified my life by allowing me to live my busy schedule, they're also very personable! -Mikey H.

I work at a small tech start up with complicated taxes and accounting needs, but Alpha B makes things so easy for us! I'm like a needy girlfriend, constantly calling/emailing and they never fail to answer promptly. They handle everything from our company stock options and business needs so we get some peace of mind. -Ivy C.

Meet Our Tax Specialists

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Phuc Ly

Phuc has been involved with taxation for over 5 years, particularly for small businesses. Phuc graduated in 2004 with a Political Science degree with a minor in Speech communication. He is a federally licensed Enrolled Agent.

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Tri Hoang

Tri started at Alpha B Group as a part-time employee 10+ years ago while working toward her business administration degree at San Jose State University. She has prepared books for a wide variety of clients and has become an expert in business tax preparation.

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Theresa Phan

Two years after obtaining her Bachelor’s degree at UC Berkeley, Theresa jumped at the opportunity to be involved with Alpha B full-time. Since then she has dedicated her energy to helping individuals and small businesses meet their filing requirements.

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I knew that it was going to be a toughie and I'd really need to call in the pros to help me out. I did my due diligence, aka checked yelp, and thoroughly read through dozens and dozens reviews from several Bookkeeping and CPA firms. Alpha B won me over hands down and I couldn't help but feel comfortable about my choice.
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