Savvy Tax & Bookkeeping

Your full service tax preparation service for all personal and business needs

Services We Provide

Additional services available. Contact us for any questions

Personal Tax Preparation

Depend on the professionals at Savvy for accurate and on-time tax preparation services. You know we'll get the job done. If you have tax problems, count on our licensed professionals to help you.

Notarial Services

We offer a wide variety of notarial services including mobile services.

Business Tax Preperation

At Savvy we keep up with changes in the tax laws and are always looking for new ways to help our business clients keep more money in their hands, instead of sending it to the IRS.

Business Formation

Get your business started on a firm legal footing with the help of Savvy, including formation of business entities.

Savvy Tax

Contact Us

ADDRESSES:

Morgan Hill Office:
16165 Monterey Road
Suite 207
Morgan Hill, CA 95037

San Jose Office:
1038 Leigh Avenue
Suite 218
San Jose, CA 95126

Mailing Address:
305 Vineyard Town Center #257
Morgan Hill, CA 95037
When mailing documents please use USPS Priority, UPS, FEDEX. Be sure there is a tracking number.

Office phone: 669 286 4020
Zdenka cell: 408 710 4036
Fax: 408 762 2008

Email: savvytxbk@gmail.com

Hours
Monday—Friday: 9:00AM–7:00PM by appointment
Saturday & Sunday: 9:00AM–7:00PM by appointment

Hours vary during tax season.

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About Us

Established in 2018, Savvy Tax and Bookkeeping provides personal and quality tax services from individual 1040 plus State returns, to more complicated return S-Corp, C-Corp, Partnership, Fiduciary, and Non-Profit returns.

Our Enrolled Agent and CTEC licensed preparer are further knowledgeable with the likes of the more intricate and complex returns including Schedule C (sole proprietors), Schedule E (rentals, supplemental income and loss), Restricted Stock Sales, ESPP, Stock Options, Property Disposition, Capital Gains or Loss. Our Enrolled Agent, Zdenka Kolarik, is authorized to represent taxpayers before the IRS for tax issues including audits, collections and appeals.

We have two Bay Area locations to serve your needs – San Jose and Morgan Hill.

History

Established 2018. With a total of 15 years of tax experience, Zdenka opened her door in 2018. Having tax and bookkeeping, law, real estate, mortgage and licensing, it was only a matter of time before her dream of opening up a one stop shop came to fruition..

Our Professionals

Zdenka Kolarik, JD

EA Tax Consultant

Main Address

Morgan Hill Office:
16165 Monterey Road
Suite 207
Morgan Hill, CA 95037

Contacts

Email: savvytaxbk@gmail.com
Office phone: 669 286 4020
Zdenka cell: 408 710 4036
Fax: 408 762 2008