Opening Hours: Mon - Fri: 09:00 - 05:00

Income Tax Services in Santa Clara, CA

Bay Area Income Tax Consulting for Individuals & Families

We work closely with individuals and families whose financial situations require more than standard tax preparation. Our clients often have multiple income sources, investments, equity compensation, real estate, or cross-border considerations.

We take the time to understand the full picture and provide guidance that is both practical and forward-looking.

Individual tax services include:

  • Federal and California individual income tax returns (Form 1040)
  • Multi-state and non-resident tax filings
  • Stock compensation (RSUs, ISOs, ESPPs)
  • Investment income and capital gains planning
  • Rental real estate and passive activity reporting
  • Retirement income and required minimum distributions (RMDs)
  • Coordination of foreign income reporting when applicable
  • IRS and state tax notice support and audit representation

INDIVIDUAL TAX SERVICES – FAQ

Alina Medina

Alina Medina, Founder of AVA Tax & CFO Consulting, LLC, is a tax and finance expert with over 15 years of experience as a Chief Financial Officer (CFO) and Tax Manager for multiple corporations. Driven by a passion to help businesses individuals succeed financially, she started her own company to provide tailored financial and tax solutions that foster growth and stability.

Holding a Master of Tax Law and a Master in Finance designation, Alina leverages her deep expertise in accounting and tax strategy to guide businesses toward profitability. She specializes in financial planning, strategic tax decisions, budgeting and forecasting, and accurate financial reporting.

AVA Tax & CFO Consulting is a boutique tax and financial advisory firm based in the San Francisco Bay Area, California, serving clients throughout California, across the United States, and internationally. We specialize in comprehensive tax solutions, strategic tax planning, and CFO-level advisory services for individuals, business owners, and globally connected clients.