Your trusted partner for expert accounting and tax solutions in the South Bay.
Expert preparation of individual and business tax returns with strategic planning to minimize liabilities and maximize savings.
Comprehensive assistance during IRS audits, including representation and problem-solving to handle challenges efficiently.
Personalized consulting services to streamline business operations, improve financial health, and implement effective strategies.
Guidance on using Quickbooks for bookkeeping, payroll, and reporting to simplify tax filing and enhance financial management.
Tailored planning services for estates and retirement to secure your financial future and optimize tax outcomes.
Incredible business. Dan Dunham was an amazing help. Very trustworthy and on top of it. Definitely recommend!
I had a tax problem due to sudden capital gains, normally something I'd be happy about. This team worked through multiple days to find a solution. I got the call on Saturday night - they found a way to cut my tax event by nearly 40%! When the IRS challenged it, Dunham and Team handled everything. IRS sent on their merry way. I've since referred my parents, in-laws, and friends to Dunham and they all say the same thing: "Don't tell anyone else! Dunham and Team are our secret weapon!"
In response to Ji Sa, who gave a poor review, the best advice I would give any small business owner is to use Quickbooks. You will save money when it comes to filing your taxes. All of your information is available for your tax preparer by simply running a report. You can run profit and loss statements, run payroll, and much more. You'll find that filing your tax return is not an arduous process and you will be completely prepared if there is an audit.
Rick Dunham has been preparing my taxes for over twenty years! I have always received 5 star service from him and his staff. Obviously, over twenty years of tax prep a number of situations have occurred and he or his staff have been able to resolve those issues and make my business and life less stressful and more streamlined. Highly recommended.
Jon Mills is an outstanding CPA. He is thorough and efficient. He helped one of my clients save thousands of dollars in tax liability just because he knew the rules! My client's previous CPA had no clue. I have worked with Jon for over a decade and have been impressed with his knowledge and ethics. Dunham Associates should be everyone's go to CPA firm in the South Bay.
Dunham Associates CPAs is a premier accounting firm in San Jose, CA, offering comprehensive financial services with a focus on integrity and personalized care. With over 20 years of experience, our team, including Dan Dunham, Rick Dunham, and Jon Mills, provides expert tax preparation, strategic planning, and audit support for individuals and businesses. We pride ourselves on delivering 5-star service, resolving complex tax issues, and maximizing savings to reduce stress and streamline your financial life. Trusted by clients for decades, we are your go-to CPA firm for reliable, ethical, and results-driven solutions.
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