Accounting & Tax
Sunnyvale, CA
FinloTax is a comprehensive tax and accounting firm specializing in serving California startups, small businesses, and individuals. They offer integrated services including bookkeeping, tax preparation and planning, CFO services, payroll management, company incorporation, and compliance services (including international tax requirements like FBAR and FATCA). With 15+ years of experience and a team of enrolled agents and tax specialists, FinloTax handles everything from monthly financial reconciliation to strategic tax optimization, R&D tax credits, and entity structuring—allowing founders and business owners to focus on growth while maintaining financial compliance and minimizing tax liability.
Ideal for: Tech startup founders, small business owners, self-employed individuals, entrepreneurs seeking tax optimization, businesses with payroll compliance needs
Service area: Sunnyvale, CA and greater Bay Area
All-in-One Startup Solution: Combines bookkeeping, tax filing, CFO services, and company incorporation in one integrated platform, eliminating the need for multiple vendors and simplifying financial management for early-stage businesses.
Tax Thursday Strategy Sessions: Hosts weekly live 30-minute strategy sessions teaching individuals and entrepreneurs how to legally minimize taxes, optimize deductions, and maximize cash flow through actionable guidance.
Specialized Expertise: Offers niche services like R&D tax credits, ITIN applications, international compliance (FBAR/FATCA), and entity structuring—services most general accountants don't provide.
Address: 1190 Miraloma Way Ste P, Sunnyvale, CA 94085
Phone: (408) 822-9406
Website: finlotax.com
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