Kimberly Perry, CPA

Kimberly Perry, CPA No annoying tax professional lingo. Just straight, authoritative and friendly expert advice. As a second generation tax and accounting firm, Kimberly J.

Perry, CPA has been providing quality, personalized tax and financial guidance to local businesses and individuals for over 30 years. Kimberly J. Perry's expertise ranges from basic tax management, accounting and payroll services to more in-depth services such as tax resolution, small business consulting, and tax planning. We are one of the leading firms in Fremont and throughout the San Francisco

Bay Area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. We are dedicated to providing 5 star customer service that goes above and beyond expectations so that our clients can enjoy the peace of mind knowing that we have their backs. This way, they can get on with what really matters to them...their businesses and families. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

The IRS doesn't take a summer vacation, and unopened mail doesn't fix itself. If you've been sitting on a notice, letter...
09/03/2026

The IRS doesn't take a summer vacation, and unopened mail doesn't fix itself. If you've been sitting on a notice, letter, or back balance, this month is when penalties and interest really start to bite. We know how to handle the situation before it’s out of control. Contact us today for help.

Educator Classroom Expense Deduction – Did You Know?Eligible K-12 teachers, instructors, counselors, principals and aide...
09/01/2026

Educator Classroom Expense Deduction – Did You Know?

Eligible K-12 teachers, instructors, counselors, principals and aides who pay for classroom supplies out of pocket may deduct up to $350 of qualifying expenses per year. Married couples filing jointly who are both eligible educators may deduct up to $350 each, for a combined maximum of $700.

You do not need to itemize deductions to claim this deduction. Be sure to keep receipts and other records for any classroom expenses you plan to deduct.

September isn't just back-to-school season. It's the smartest time to get ahead of year-end tax moves. Start planning re...
09/01/2026

September isn't just back-to-school season. It's the smartest time to get ahead of year-end tax moves. Start planning retirement contributions, withholding adjustments, and deduction reviews now. The earlier our team takes a look, the more options you have. Let's get in front of it together.

Did you know? If you’re self-employed or earning income without withholding, missing estimated tax payments can lead to ...
08/31/2026

Did you know? If you’re self-employed or earning income without withholding, missing estimated tax payments can lead to penalties. Staying on top of quarterly payments is key to avoiding unnecessary IRS issues. Need help calculating what you owe or catching up? We’re here to guide you every step of the way.

Summer’s wrapping up, but IRS issues aren’t. If you’ve been putting off back taxes or notices, now’s the time to act bef...
08/25/2026

Summer’s wrapping up, but IRS issues aren’t. If you’ve been putting off back taxes or notices, now’s the time to act before penalties grow. Let’s help you start fresh.

Major Higher Education Tax Credits Now Require Valid SSN – Did You Know?The American Opportunity Tax Credit (AOTC) and L...
08/24/2026

Major Higher Education Tax Credits Now Require Valid SSN – Did You Know?

The American Opportunity Tax Credit (AOTC) and Lifetime Learning Credit (LLC) help many Americans pay for higher education. For eligible students pursuing a degree or other recognized credential, the AOTC can cover up to $2,500 in tuition, required school fees and certain course materials per year. Meanwhile, the LLC can offset up to $2,000 per tax return for qualified education expenses for eligible students taking higher education courses for a variety of reasons.

Beginning with tax year 2026, the taxpayer claiming either the AOTC or LLC (and spouse, if filing jointly) must have a Social Security number (SSN) valid for work in the United States that was issued before the due date of the tax return, including extensions. If the eligible student is not the person claiming the credit (for example, if the student is that person's dependent or spouse), then the student must also have a valid SSN issued by that deadline. Other qualification requirements, such as income limits, remain in effect. A tax professional can help you determine whether the higher education expenses you pay for yourself, your spouse or a dependent qualify for a tax benefit.

The IRS doesn't always audit right away. Some returns get flagged three, four, or even six years after filing. That's wh...
08/20/2026

The IRS doesn't always audit right away. Some returns get flagged three, four, or even six years after filing. That's why we offer continuous monitoring of our clients' transcripts. The moment something changes, we know about it, no matter how long after you filed. Contact us to learn more.

Seasonal Employers - Did You Know?Summer is a peak time for many businesses to hire seasonal employees. In general, the ...
08/18/2026

Seasonal Employers - Did You Know?

Summer is a peak time for many businesses to hire seasonal employees. In general, the same federal tax rules apply to these workers as to permanent staff. Employers typically must withhold federal income tax and F**A (Social Security and Medicare) taxes and pay the employer share of F**A. Employers subject to FUTA must also pay federal unemployment tax on taxable wages.

Seasonal employers often must file Form 941 (Employer's Quarterly Federal Tax Return) for quarters in which they pay wages. However, they generally do not need to file for quarters in which they paid no wages and have no employment tax liability. If this applies, check the "Seasonal Employer" box on every Form 941 you file.

Employment taxes generally must be deposited monthly or semiweekly, based on the applicable lookback period. FUTA follows separate deposit rules and generally must be deposited when accumulated FUTA tax exceeds $500 for a quarter. Federal tax deposits must be made electronically, including through EFTPS.

Tax Tip: Tax laws change constantly, and what applied last year may not apply this year. Working with a professional who...
08/18/2026

Tax Tip: Tax laws change constantly, and what applied last year may not apply this year. Working with a professional who stays current means you're always getting the best guidance. It's one of those things that pays for itself. Schedule your consultation today.

Hanging out with my crew at our annual staff retreat.
08/15/2026

Hanging out with my crew at our annual staff retreat.

Address

39899 Balentine Drive, Suite 325
Newark, CA
94560

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5pm

Telephone

(510) 683-4688

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