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.

IRS Offer in Compromise Program – Did You Know?People who cannot pay their tax bills in full may have options to resolve...
06/15/2026

IRS Offer in Compromise Program – Did You Know?

People who cannot pay their tax bills in full may have options to resolve the situation. One of these options is the Offer in Compromise (OIC) program, which allows eligible taxpayers to settle their debts with the IRS for less than the full amount owed.

Anyone considering an OIC should first check whether they qualify using the IRS Pre-Qualifier tool online (link below). Eligible taxpayers may then submit an application. In most cases, the application must be accompanied by a $205 fee and an initial payment toward the tax debt, although these requirements may be waived for lower-income applicants.

An OIC application requires detailed financial information and must be carefully prepared. Beware of aggressive ads promising to settle tax debts quickly for a small fraction of the amount owed. Companies behind these ads, often referred to as OIC mills, may charge substantial fees while submitting applications for people who have little chance of qualifying. A trusted tax professional can help ensure that an OIC application is complete, accurate, and has a reasonable chance of acceptance.

OIC Pre-Qualifier Online Tool: https://irs.treasury.gov/oic_pre_qualifier/

Quarterly Estimated Tax Payments – ReminderIf you are making quarterly estimated tax payments to the IRS, the due date f...
06/08/2026

Quarterly Estimated Tax Payments – Reminder

If you are making quarterly estimated tax payments to the IRS, the due date for the April 1–May 31, 2026, payment period is coming up next Monday, June 15, 2026.

If you use IRS Direct Pay, payments can generally be made until 11:45 p.m. ET on the due date. If you pay by credit or debit card through an IRS-authorized payment processor, payments can generally be made until 11:59 p.m. ET on the due date.

Summer Activities and Taxes – Did You Know?Summer is a time to relax and have fun, but some seasonal activities may have...
06/01/2026

Summer Activities and Taxes – Did You Know?

Summer is a time to relax and have fun, but some seasonal activities may have tax consequences. Being aware of them now may save you time and hassle later.

If your child attends a day camp so you can work or look for work, some of the cost may qualify for the Child and Dependent Care Credit. Be sure to keep records and obtain the camp's tax identification information.

Students with summer jobs may be entitled to tax refunds if income tax is withheld from their pay. Adults earning income from seasonal, part-time, or gig work may need additional withholding or quarterly estimated tax payments.

Summer is also a popular wedding season. If you change your name after marriage, update your records with the Social Security Administration. If you move, update your address with the IRS and submit a new Form W-4 to your employer so your withholding reflects your current tax situation.

National 529 Day – Did You Know?If you put money into a 529 education savings plan, earnings may be withdrawn federal in...
05/29/2026

National 529 Day – Did You Know?

If you put money into a 529 education savings plan, earnings may be withdrawn federal income tax-free when used for qualified education expenses. Qualified expenses can include tuition, fees, books, supplies, computers, and for students enrolled at least half-time, certain room and board costs.

While 529 contributions are not deductible for federal income tax purposes, many states offer a full or partial state income tax deduction or credit for contributions. Some states and plan sponsors may also offer special incentives around National 529 Day.

Recent law changes expanded the use of 529 plans. In 2026, up to $20,000 per year, per student, may be used for qualified K–12 education expenses at public, private, or religious schools. Prior years were generally limited to $10,000 annually.

Remembering and honoring those who served and sacrificed. Wishing you a meaningful Memorial Day.
05/25/2026

Remembering and honoring those who served and sacrificed. Wishing you a meaningful Memorial Day.

Life changes like a new job, side income, or family updates can impact your taxes more than you expect. Adjusting early ...
05/18/2026

Life changes like a new job, side income, or family updates can impact your taxes more than you expect. Adjusting early can prevent surprises later. We help you stay ahead instead of playing catch-up. Contact us today for a consult.

Qualifying Dependents – Did You Know?In addition to your children and parents, a number of other individuals may qualify...
05/18/2026

Qualifying Dependents – Did You Know?

In addition to your children and parents, a number of other individuals may qualify as your dependents for tax purposes. Important factors can include the person's income, how much support you provide, and how much of the year the person lives with you. In some limited cases, even a non-relative who lives with you year round as a member of your household may qualify as a dependent.

Tax penalties and interest continue to grow until an issue is resolved. Acting sooner often means more flexibility and b...
05/11/2026

Tax penalties and interest continue to grow until an issue is resolved. Acting sooner often means more flexibility and better outcomes. We work with you to find realistic solutions that move you forward. Contact us today for a consult.

Health Savings Accounts - Did You Know?Changing jobs? If you have a health savings account (HSA), you can take it with y...
05/11/2026

Health Savings Accounts - Did You Know?

Changing jobs? If you have a health savings account (HSA), you can take it with you. Unlike flexible spending accounts (FSAs), which are usually tied to your employer, your HSA belongs to you. You can continue using your HSA funds after leaving the job where you opened the account. However, you may make new HSA contributions only if you remain eligible to contribute. To remain eligible, you generally must be covered by an HSA-eligible high-deductible health plan (HDHP) and have no disqualifying coverage.

Ignoring an IRS notice won’t make it go away. Waiting can limit your options and increase penalties. We help you underst...
05/07/2026

Ignoring an IRS notice won’t make it go away. Waiting can limit your options and increase penalties. We help you understand what the notice really means and guide you to the next right step before things escalate. Reach out to schedule your consult today.

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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