Kimberly Perry, CPA

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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.

Educators Have New Options to Deduct 2026 Classroom Expenses – Did You Know?If you work as a K–12 teacher, instructor, c...
10/19/2026

Educators Have New Options to Deduct 2026 Classroom Expenses – Did You Know?

If you work as a K–12 teacher, instructor, counselor, principal or aide for at least 900 hours during the school year at a qualifying school, you may be able to deduct qualifying unreimbursed classroom expenses on your tax return.

For 2026, eligible educators may deduct up to $350 of qualifying expenses as an above-the-line deduction without itemizing, or up to $700 for a married couple filing jointly if both qualify, with a limit of $350 each.

Additionally, a new itemized deduction is available beginning in 2026 for educator expenses, with no separate dollar cap. You must itemize deductions to claim this additional deduction. It is also available to interscholastic sports administrators and coaches who meet the K–12 school and 900-hour requirements, and may cover additional expenses.

Eligible educators may claim both deductions, as long as the expenses used to figure each deduction do not overlap. A tax professional can help you determine whether you qualify and which deduction strategy yields the greatest possible tax savings.

Going through a divorce or legal separation? Don’t forget that major life changes can also impact your taxes. Filing sta...
10/15/2026

Going through a divorce or legal separation? Don’t forget that major life changes can also impact your taxes. Filing status, dependents, alimony, property transfers, and tax credits may all be affected. Understanding these changes now can help you avoid surprises later. If you have questions about how divorce may affect your tax situation, we’re here to help guide you through the process.

An Offer in Compromise lets you settle your IRS debt for less than you owe, if the IRS determines it’s the most they can...
10/13/2026

An Offer in Compromise lets you settle your IRS debt for less than you owe, if the IRS determines it’s the most they can reasonably collect based on your unique situation. They will assess your income, expenses, assets and ability to pay. Let us help you navigate the process so you can get real relief without the guesswork.

October 15 Filing Extension DeadlinesTaxpayers who timely requested an extension to file their 2025 federal income tax r...
10/12/2026

October 15 Filing Extension Deadlines

Taxpayers who timely requested an extension to file their 2025 federal income tax returns generally must file by Thursday, October 15, 2026. The same deadline generally applies to calendar-year C corporations that received an extension to file their 2025 corporate returns (Form 1120).

In addition, U.S. persons with a financial interest in or signature authority over foreign financial accounts whose combined value exceeded $10,000 at any time during 2025, and who are required to file a Report of Foreign Bank and Financial Accounts (FBAR), generally must file by October 15, 2026. The FBAR extension is automatic; no extension request is necessary.

Did you know? The standard IRS audit window is three years but if you underreport income by more than 25%, it stretches ...
10/06/2026

Did you know? The standard IRS audit window is three years but if you underreport income by more than 25%, it stretches to six. In some cases, there's no statute of limitations at all. Talk to us to learn how proactive IRS transcript monitoring protects your financial health.

Up to $5,120 of the Adoption Tax Credit Is Refundable for 2026 – Did You Know?The Adoption Tax Credit helps eligible fam...
10/05/2026

Up to $5,120 of the Adoption Tax Credit Is Refundable for 2026 – Did You Know?

The Adoption Tax Credit helps eligible families manage qualified costs such as adoption fees, travel, legal services and home studies. In recent years, the credit was nonrefundable: it could reduce a person's federal income tax, but any unused amount generally had to be carried forward.

Under rules that took effect in 2025, part of the credit is now refundable. For tax year 2026, up to $5,120 per eligible child may be refundable, even if the taxpayer owes no federal income tax. Any unused nonrefundable portion may be carried forward for up to five years, but a carryforward cannot become refundable in a later year.

The Adoption Tax Credit is subject to income limits and other restrictions, and the timing of a claim depends on the circumstances of the adoption. A tax professional can help determine whether you qualify and how much credit you may claim.

October's a big month! The 15th is the final deadline for extended 1040s and C-Corps and your last chance for 2025 SEP I...
10/01/2026

October's a big month! The 15th is the final deadline for extended 1040s and C-Corps and your last chance for 2025 SEP IRA/Solo 401(k) contributions (if extended). Q3 Form 941 payroll tax returns are due on the 31st. If any of these are on your calendar, let's talk soon.

Smart year-end tax moves like retirement contributions, deduction strategies, withholding adjustments, and charitable gi...
09/29/2026

Smart year-end tax moves like retirement contributions, deduction strategies, withholding adjustments, and charitable giving need a runway to save you money. Don’t wait until December. Let's map out a plan before the holiday rush hits.

Is there an IRS letter sitting on your kitchen counter? Ignoring it won’t make the situation go away, it’ll just make it...
09/24/2026

Is there an IRS letter sitting on your kitchen counter? Ignoring it won’t make the situation go away, it’ll just make it more expensive. Most notices come with deadlines, and missing them can trigger levies, liens, or worse. We can read it, explain it, and respond before things escalate. Call us for help today.

Happy first day of fall! The new season is a great time to clean up your books, review tax projections, and turn over a ...
09/22/2026

Happy first day of fall! The new season is a great time to clean up your books, review tax projections, and turn over a new leaf with the IRS before year-end. We'll help you make the most of it. Contact us to get started.

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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