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.

An IRS notice doesn't mean you did something wrong. It could be a simple verification or a discrepancy on your return. E...
07/21/2026

An IRS notice doesn't mean you did something wrong. It could be a simple verification or a discrepancy on your return. Either way, responding quickly and correctly matters. We can help, contact us today.

Form 1099-K – Did You Know?If you receive a Form 1099-K, review it for payments that may not be taxable, such as reimbur...
07/20/2026

Form 1099-K – Did You Know?

If you receive a Form 1099-K, review it for payments that may not be taxable, such as reimbursements from friends or family. If these payments were mistakenly included, ask the payment processor to issue a corrected form. Keep in mind that some transactions involving personal items may still have tax consequences, particularly if you sold an item for more than you paid for it.

If the IRS has assessed penalties for late filing or late payment, you may qualify for First Time Penalty Abatement. It'...
07/17/2026

If the IRS has assessed penalties for late filing or late payment, you may qualify for First Time Penalty Abatement. It's one of the most underused relief options available. Most taxpayers don't know how to get an abatement, but we do.

Owing the IRS doesn't mean you're out of options. Installment agreements, penalty abatement, and Offers in Compromise ar...
07/14/2026

Owing the IRS doesn't mean you're out of options. Installment agreements, penalty abatement, and Offers in Compromise are all real paths forward. The right resolution strategy depends on your specific situation, and there's always a way through. We can help you find it.

Increased Standard Mileage Rates Starting July 1, 2026Due to higher fuel prices, the IRS has increased the standard mile...
07/14/2026

Increased Standard Mileage Rates Starting July 1, 2026

Due to higher fuel prices, the IRS has increased the standard mileage rate for business driving to 76 cents per mile for mileage incurred on or after July 1, 2026. The rates for medical travel and eligible moving expenses have also increased to 23.5 cents per mile.

The charitable mileage rate remains unchanged at 14 cents per mile, while the previously announced 2026 rates continue to apply to mileage incurred before July 1.

Tax season may be over, but the IRS doesn't take a summer break. Audits, liens, and collection actions can happen any ti...
07/07/2026

Tax season may be over, but the IRS doesn't take a summer break. Audits, liens, and collection actions can happen any time. We keep a close eye on your account all year round so nothing catches us off guard.

Employer-Provided Childcare Tax Credit – Did You Know?Businesses that offer childcare benefits to employees may qualify ...
07/06/2026

Employer-Provided Childcare Tax Credit – Did You Know?

Businesses that offer childcare benefits to employees may qualify for the Employer-Provided Childcare Tax Credit for some of the expenses involved. Eligible costs may include acquiring, constructing, or improving a childcare facility, operating an on-site childcare program, contracting with a qualified childcare provider, or paying for childcare resource and referral services.

Beginning in 2026, the credit generally equals 40% of qualified childcare expenditures (or 50% for eligible small businesses) plus 10% of qualified childcare resource and referral expenses. The maximum annual credit has also increased to $500,000, or $600,000 for eligible small businesses.

Happy Independence Day! As we celebrate this 4th of July weekend, we honor all of those who protect our freedom with the...
07/04/2026

Happy Independence Day! As we celebrate this 4th of July weekend, we honor all of those who protect our freedom with their service to the nation. Enjoy the fireworks!

Digital Asset Tax Reporting – Did You Know?If you use a broker for digital asset transactions, such as selling, exchangi...
06/29/2026

Digital Asset Tax Reporting – Did You Know?

If you use a broker for digital asset transactions, such as selling, exchanging, or otherwise disposing of cryptocurrency or other digital assets, you may receive Form 1099-DA. Keep this form with your tax records, as you will need it to accurately report those transactions on your tax return.

New IRS Portal for Reporting Fraud and ScamsThe IRS has launched a new portal that makes it easier to report instances o...
06/22/2026

New IRS Portal for Reporting Fraud and Scams

The IRS has launched a new portal that makes it easier to report instances of tax fraud, identity theft, IRS impersonation and other tax-related scams. On the new webpage (link below), people and businesses can report:

- Fake IRS phone calls, emails, and text and social media messages. Scammers posing as government agents often threaten people with arrest unless they submit immediate payments, often in a specific format like gift cards. The IRS does not operate in this way.
- Suspected tax fraud, such as tax evasion schemes or illegal use of offshore accounts.
- Identity theft, which should always be reported to the IRS immediately, even if other government and law enforcement agencies know about the crime.
- Suspicious tax preparation practices, such as a paid tax preparer refusing to sign your return or altering your income figures.

Citizen reporting often plays a critical role in catching scammers and bringing them to justice. This new system makes the process of filing a report less confusing and much more convenient.

IRS Fraud Reporting Site: https://www.irs.gov/help/report-fraud

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

Website

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