About Us

Located in San Jose and serving its residents and the surrounding areas, we at the Ivor Wallis Accountancy Corp. have empirical knowledge in dealing with accounting and tax logistics and understand that proficiency and client satisfaction are top priorities.

Expert Certified Public Accountant

Although there are myriad reasons to engage a certified public accountant (CPA), the most common purpose is for tax preparation—the best reason is to plan your tax affairs in advance. We can help you with any questions you may have, including:

  • Should I incorporate. What type of corporation? Should I be C or S?
  • How about a partnership or limited liability company? Should I buy or lease?
  • How much tax will I owe if I sell? Is there another way?

There is no one right answer to these questions. The answers lie in what is going to happen in the future. My 30 years of experience, of watching the answers to these types of questions unravel, will help me plan for your future.

At the very least, all of the significant circumstances that may occur in your life—buying and selling homes, planning your estate, retiring, divorces, and so forth—need extensive, purposeful planning. All of these situations, among others not listed, have tax opportunities and traps.

Please contact us today to discuss how you can benefit from our CPA services.