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.

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..