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Serving Individuals

Tax Preparation and Planning:

  • Families with complicated tax challenges
  • Real Estate Taxation and Planning: Purchase analysis, Financing, 1031 Exchanges, and Foreclosures
  • International Tax: Expatriates, Foreign Accounts, Penalty avoidance
  • Estate, Gift & Trust Tax Planning and Return Preparation

Tax Controversies:

  • Strategic Federal, State & Local Tax Representation
  • Collections Strategies: Liens, Levies, Seizures, Payments, Offers in Compromise

Personal Financial Planning:

  • Planning for Business and Real Estate
  • Retirement Planning from a Tax Perspective
  • Risk Management
  • Estate Planning and Charitable Planning
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Contact Us

1884 The Alameda
San Jose, CA 95126

408.260.9600
408.260.9606 (Fax)

appointments@dunhamcpas.com

Dunham Associates is located on The Alameda in San Jose. The 1921 building that houses our firm is conveniently located near downtown San Jose without the hassle of driving and parking in the downtown area. You will find plenty of free parkingon the street and in our parking lot. We also have very easy access to San Jose International Airport, Highway 280, Highway 101 and Highway 880.

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