JDZ Bookkeeping and Tax Services

Accounting and Tax services for you and for your business. You have peace of mind.

✦ TAX SERVICES ✦ ACCOUNTING

JDZ Bookkeeping and Tax Services

Accounting and Tax services for you and for your business. You have peace of mind.

✦ TAX SERVICES ✦ ACCOUNTING

JDZ Bookkeeping
and Tax Services

Accounting and Tax services for you and for your business. You have peace of mind.

✦ TAX SERVICES ✦ ACCOUNTING

Trusted by

OUR SERVICES

We strive to keep your financial matters in order

Tax & Compliance

  • Individual Tax Preparations

  • Business Tax Preparations

  • Review of previously filed-returns

  • Sales Tax Returns

  • 1099 – NEC and 1099 – MISC Reporting and Filing

  • Beneficial Ownership Reporting

  • Year-round Consultations

Accounting & Bookkeeping

  1. Financial Reporting

  • Income Statement

  • Balance Sheet

  • Statement of Cashflows

  • Management Reporting and Analyses

  • Budgeting and Forecasting

B. Account Reconciliation

  • Bank Reconciliation

  • AR and AP Reconciliation

  • Other Accounts Reconciliation

Payroll Services & Compliance

  • Payroll Processing

  • Payroll Compliance Reporting

OUR SERVICES

We strive to keep your financial matters in order

Tax & Compliance

  • Individual Tax Preparations

  • Business Tax Preparations

  • Review of previously filed-returns

  • Sales Tax Returns

  • 1099 – NEC and 1099 – MISC Reporting and Filing

  • Beneficial Ownership Reporting

  • Year-round Consultations

Accounting & Bookkeeping

  1. Financial Reporting

  • Income Statement

  • Balance Sheet

  • Statement of Cashflows

  • Management Reporting and Analyses

  • Budgeting and Forecasting

B. Account Reconciliation

  • Bank Reconciliation

  • AR and AP Reconciliation

  • Other Accounts Reconciliation

Payroll Services & Compliance

  • Payroll Processing

  • Payroll Compliance Reporting

OUR SERVICES

We strive to keep your financial matters in order

Tax & Compliance

  • Individual Tax Preparations

  • Business Tax Preparations

  • Review of previously filed-returns

  • Sales Tax Returns

  • 1099 – NEC and 1099 – MISC Reporting and Filing

  • Beneficial Ownership Reporting

  • Year-round Consultations

Accounting & Bookkeeping

  1. Financial Reporting

  • Income Statement

  • Balance Sheet

  • Statement of Cashflows

  • Management Reporting and Analyses

  • Budgeting and Forecasting

B. Account Reconciliation

  • Bank Reconciliation

  • AR and AP Reconciliation

  • Other Accounts Reconciliation

Payroll Services & Compliance

  • Payroll Processing

  • Payroll Compliance Reporting

YOU CAN COUNT ON US

Your Taxes, Protected: Partnered with
Tax Protection Plus

1 Million Dollar Tax Audit Defense.

Identity Theft Restoration Services.

You're signed up for our Firm-level protection. It will protect all 1040s.

YOU CAN COUNT ON US

Your Taxes, Protected:
Partnered with
Tax Protection Plus

1 Million Dollar Tax Audit Defense.

Identity Theft Restoration Services.

You're signed up for our Firm-level protection. It will protect all 1040s.

YOU CAN COUNT ON US

Your Taxes, Protected: Partnered with
Tax Protection Plus

1 Million Dollar Tax Audit Defense.

Identity Theft Restoration Services.

You're signed up for Firm-level protection. It will protect all 1040s.

OUR LOCATIONS

Bay Area's
Accounting Partner

San Bruno

715 El Camino Real Unit 205 San Bruno, CA 94066

Fremont

37675 Niles Blvd, Fremont, CA 94536

OUR LOCATIONS

Bay Area's
Accounting Partner

San Bruno

715 El Camino Real Unit 205 San Bruno, CA 94066

Fremont

37675 Niles Blvd, Fremont, CA 94536

OUR LOCATIONS

Bay Area's
Accounting Partner

San Bruno

715 El Camino Real Unit 205 San Bruno, CA 94066

Fremont

37675 Niles Blvd, Fremont, CA 94536

TESTIMONIALS

What our
clients say

What our
clients say

  • Our company has been availing of Zoilo's expertise for several years now.  He took over as our finance consultant at a time when our systems was not functioning the way it should.  Zoilo patiently and painstakingly helped us reorganize our books, straightened out many aspects of the entries in order for us to generate real, understandable, and actionable financial reports.  He helped guide our accounting staff so they could do their job right and in a timely manner.  Zoilo's knowledge and resourcefulness was tested during the tough early years of the pandemic.  With his assistance we were able to navigate through the various programs the government had offered to businesses through the unpredictable climate of the pandemic.  We are all very grateful for Zoilo's perseverance with our team as we navigated through this world crisis.

    Mary-Ann Ortiz-Luis

    President of Clarmil Manufacturing Corp

  • We have been a client of JDZ Accounting for the past four years. Our dental office has been in operation for over twenty years now. In that period, we've had our share of average accountants. We are happy to finally find a really good accountant in Zoilo dela Cruz. He is professional, reliable and competent. He's been able help us navigate the challenges of payrolls, tax issues and even the COVID-related uncertainties. Our only regret is not having been able to start Day 1 of our operations with JDZ Accounting

    Buddy Angeles

    Office Manager of Angeles Dental Care

  • Zoilo has been working on our monthly and yearly financials for more than 6 years now.  He has been consistent in delivering accurate and reliable financial reports which includes Profit and Loss, Balance Sheet as well as yearly Budgets.  He also provides insightful analysis which he presents to stakeholders. His experience in accounting is extensive.  He also has audit as a background which allows him to see critical details that needs to be addressed.  Zoilo is well-versed with taxation as well as laws that concern taxes.

    Joanne Kyle

    Managing Director at MCBD

  • Thank you JDZ Accounting for excellent service!  Zoilo is always very attentive when we have questions and very easy to work with.  He was able to pinpoint what we missed on our side that helped us save thousands of dollars on our income tax. Highly recommended!

    A & P Valdecanas

    Weddings and Dreams

  • We have been using JDZ Accounting for our tax purposes now for a couple of years. Zoilo’s knowledge, professionalism and prompt attention to our tax matters continue to exceed our expectations. Thank you for taking great care of me and my family!

    Harry and MaryJane Beggs

  • Zoilo Dela Cruz is professionally efficient or efficiently professional.  Either way his analysis is robust and accurate, I am very confident that nothing is missed and I'm getting the best tax returns on my filing.  Not only does he ask relevant questions, he goes the extra mile in explaining what each document will serve, how each number will impact the bottom line.  Zoilo is simply superb!

    Gaganmeet Singh

    President of My Shine Dental Studio, Inc.

  • I'm in this business for over 10 years now and have tried several tax accountants.  My filings always seem to be hit-or-miss as I frequently received letters from IRS about errors in my returns.  Tax filing to me has always been confusing (even painful!) until I met Zoilo!  After two years with Zoilo I no longer am anxious about taxes but rather brimming with confidence that my taxes are well processed and my returns maximized.  I truly regret not meeting Zoilo earlier.  He is the best! 

    Mabuhay ka Zoilo!

    Joseph Dacanay

    President of JDDS Lab Inc.

  • Our company has been availing of Zoilo's expertise for several years now.  He took over as our finance consultant at a time when our systems was not functioning the way it should.  Zoilo patiently and painstakingly helped us reorganize our books, straightened out many aspects of the entries in order for us to generate real, understandable, and actionable financial reports.  He helped guide our accounting staff so they could do their job right and in a timely manner.  Zoilo's knowledge and resourcefulness was tested during the tough early years of the pandemic.  With his assistance we were able to navigate through the various programs the government had offered to businesses through the unpredictable climate of the pandemic.  We are all very grateful for Zoilo's perseverance with our team as we navigated through this world crisis.

    Mary-Ann Ortiz-Luis

    President of Clarmil Manufacturing Corp

  • We have been a client of JDZ Accounting for the past four years. Our dental office has been in operation for over twenty years now. In that period, we've had our share of average accountants. We are happy to finally find a really good accountant in Zoilo dela Cruz. He is professional, reliable and competent. He's been able help us navigate the challenges of payrolls, tax issues and even the COVID-related uncertainties. Our only regret is not having been able to start Day 1 of our operations with JDZ Accounting

    Buddy Angeles

    Office Manager of Angeles Dental Care

  • Zoilo has been working on our monthly and yearly financials for more than 6 years now.  He has been consistent in delivering accurate and reliable financial reports which includes Profit and Loss, Balance Sheet as well as yearly Budgets.  He also provides insightful analysis which he presents to stakeholders. His experience in accounting is extensive.  He also has audit as a background which allows him to see critical details that needs to be addressed.  Zoilo is well-versed with taxation as well as laws that concern taxes.

    Joanne Kyle

    Managing Director at MCBD

  • Thank you JDZ Accounting for excellent service!  Zoilo is always very attentive when we have questions and very easy to work with.  He was able to pinpoint what we missed on our side that helped us save thousands of dollars on our income tax. Highly recommended!

    A & P Valdecanas

    Weddings and Dreams

  • We have been using JDZ Accounting for our tax purposes now for a couple of years. Zoilo’s knowledge, professionalism and prompt attention to our tax matters continue to exceed our expectations. Thank you for taking great care of me and my family!

    Harry and MaryJane Beggs

  • Zoilo Dela Cruz is professionally efficient or efficiently professional.  Either way his analysis is robust and accurate, I am very confident that nothing is missed and I'm getting the best tax returns on my filing.  Not only does he ask relevant questions, he goes the extra mile in explaining what each document will serve, how each number will impact the bottom line.  Zoilo is simply superb!

    Gaganmeet Singh

    President of My Shine Dental Studio, Inc.

  • I'm in this business for over 10 years now and have tried several tax accountants.  My filings always seem to be hit-or-miss as I frequently received letters from IRS about errors in my returns.  Tax filing to me has always been confusing (even painful!) until I met Zoilo!  After two years with Zoilo I no longer am anxious about taxes but rather brimming with confidence that my taxes are well processed and my returns maximized.  I truly regret not meeting Zoilo earlier.  He is the best! 

    Mabuhay ka Zoilo!

    Joseph Dacanay

    President of JDDS Lab Inc.

CONTACT US

We're here for you.

Call us

+1 (650) 703-9127

+1 (415) 290-3044

Email

zoilo@jdzaccounting.com

nnunezcpa@yahoo.com

Fax no.

888-521-1278

CONTACT US

We're here for you.

Call us

+1 (650) 703-9127

+1 (415) 290-3044

Email

zoilo@jdzaccounting.com

nnunezcpa@yahoo.com

Fax no.

888-521-1278

CONTACT US

We're here for you.

Call us

+1 (650) 703-9127

+1 (415) 290-3044

Email

zoilo@jdzaccounting.com

nnunezcpa@yahoo.com

Fax no.

888-521-1278

FOR OUR CLIENTS

Helpful Resources

IRS Refund Status

Track the status of your federal tax refund directly on the IRS website: www.irs.gov/Refunds

FTB Refund Status

Check the status of your California state tax refund through the Franchise Tax Board website: webapp.ftb.ca.gov/refund/

California Franchise Tax Board

Access a wealth of information on California state taxes, including forms, publications, and filing instructions: www.ftb.ca.gov/

FOR OUR CLIENTS

Helpful Resources

IRS Refund Status

Track the status of your federal tax refund directly on the IRS website: www.irs.gov/Refunds

FTB Refund Status

Check the status of your California state tax refund through the Franchise Tax Board website: webapp.ftb.ca.gov/refund/

California Franchise Tax Board

Access a wealth of information on California state taxes, including forms, publications, and filing instructions: www.ftb.ca.gov/

FOR OUR CLIENTS

Helpful Resources

IRS Refund Status

Track the status of your federal tax refund directly on the IRS website: www.irs.gov/Refunds

FTB Refund Status

Check the status of your California state tax refund through the Franchise Tax Board website: webapp.ftb.ca.gov/refund/

California Franchise Tax Board

Access a wealth of information on California state taxes, including forms, publications, and filing instructions: www.ftb.ca.gov/

Ready to streamline your accounting and tax processes?

JDZ Bookkeeping and Tax Services © 2024. All rights reserved.

Disclaimer: The information contained on this website is for general informational purposes only and does not constitute legal or tax advice. You should consult with a qualified professional for advice specific to your situation. While we strive to provide accurate and up-to-date information, we make no guarantees or warranties, expressed or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the information, products, services, or related graphics contained on this website for any purpose.

JDZ Bookkeeping and Tax Services © 2024. All rights reserved.

Disclaimer: The information contained on this website is for general informational purposes only and does not constitute legal or tax advice. You should consult with a qualified professional for advice specific to your situation. While we strive to provide accurate and up-to-date information, we make no guarantees or warranties, expressed or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the information, products, services, or related graphics contained on this website for any purpose.

JDZ Bookkeeping and Tax Services © 2024.

All rights reserved.

Disclaimer: The information contained on this website is for general informational purposes only and does not constitute legal or tax advice. You should consult with a qualified professional for advice specific to your situation. While we strive to provide accurate and up-to-date information, we make no guarantees or warranties, expressed or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the information, products, services, or related graphics contained on this website for any purpose.