Fractions

Fractions

About This Listing

Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services
In-person Support

Contact Information

Address

2033 Gateway Pl 5th Floor, Suite 541

San Jose, California 95110

Hours

Sunday 10AM-4PM
Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-7PM
Saturday 9AM-7PM

Customer Reviews

I have been doing my taxes with Ruby for the past 4 years. She is very efficient and always takes time to address my queries. She is trustworthy and always available if you need to chat with her about any financial decisions. If you want your taxes to be done right, I definitely recommend Ruby.

Ruby did my taxes for 2023, and she made the process incredibly smooth and straightforward. She took the time to answer all my questions in a graspable way, and was quick to respond/very reliable. I ended up having to send her a last minute change to one of my documents, and she was able to adjust, work in the changes, and complete the return promptly. I couldn't be more pleased and would recommend her to anyone looking for exceptional tax help. Thanks Ruby!

I?ve always had the worst luck when it came to doing taxes on my own as well as finding a trustworthy preparer. Ruby?s professionalism & assertiveness definitely stood out. I could tell she was not only confident in her work; she really pays attention to detail. Turns out I?ve been making a huge error every year ??????? Ruby was not only patience with all my questions; she took the time to explain which proper forms I needed to file & why. It felt really reassuring to finally find someone honest to work wit

Its been couple of years since Ruby saved me from my nightmare. She understood my situation very well, and she does everything by the book. She will help you with all her might and make sure everything is done right. It is not about ?how much Refund you can get,? but its about the confidence and peace of mind that you will have when you sleep at night. There is no shortcuts or magic in filing taxes. You are paying what you owed, and getting paid from what you are owed. Thank you Ruby. You are the best.

Ruby is fantastic! I had an incredibly complicated return with way too many state returns, and so many layers of complexity but it didn?t scare Ruby away! Reaching out to her I didn?t know if she would be able to help me. Not only did she send me an email same day, she reached out to me via phone to tell me she would be more than happy to help me and we walked through what everything would entail. It was a breath of fresh air to communicate with a human being, not some automated reply from a company tha

Ruby has been doing mine and my parents tax return for last few years. I usually am a very busy person so she works with me remotely. I send her documents through email or google drive and she prepares my return and sends me the paperwork that needs to be signed. This saves me a lot of time. She is also very friendly, easy to work with, and her prices are very reasonable for how well her work is.

I have been using Ruby since beginning of the year to handle my bookkeeping via quickbooks online. I came to her with a lot of frustration with my previous bookkeeper not communicating with me. When I looked at my books, numbers just did not look right and my bookkeeper could not answer questions to as in why. I am so glad Ruby decided to help me sort out my books and she found major discrepancies with profit and loss and balance sheet. She made some adjustments which helped me save thousands on my taxes. S

Me and my friend went in to see Ruby for our 2019 return. We were in and out in no time. She provides great service and we both got a refund. Highly recommend her services! Great Job Ruby!

Ruby provided me with great service. What I liked so much is that she took her time to really analyze my situation and come up with a great solution. I am very happy that I decided to go to her with this tax issue. I highly doubt someone else would have been able to take their time with it like she did.

Fractions bookkeeping services really saved our small business when our previous accountant messed up the books. Ruby reviewed and analyzed over a year's worth of records to undo the mistakes and reconciled all the bank statements. It was not an easy task. Ruby was precise, detail-oriented, asked the right questions to correct the mistakes, and eventually helped us back on track with our books.

Ruby was amazing! I was referred by another one of her clients and am so glad she had space for me! Was very helpful and flexible when it came to the whole process!

I can't recommend her highly enough!Ruby is very professional, knowledgeable, timely and reliable tax services professional. We will always contact her first for tax fillings we have in the future as she genuinely cares about her clients.I wish I could give her 10 stars.

Ruby has been doing my taxes for years. She is great, efficient and her fees are affordable. I am very happy with her service! Highly recommended!

Ruby was efficient and quick with her tax service. I had some questions that she responded to honestly and in a timely manner. I will use her services again and would recommend her.

Our accountant that took care of us for over 20 years retired. We contacted her last minute and she took care of everything. Very professional, caring, kind and detail oriented. She is our new reliable accountant. Highly recommended.

Ruby Gillon is awesome! first time with her taking care of my tax returns and she made it easy for me. It was quick and she is friendly and nice to talk to...

Outstanding bookkeeping and tax service. Able to solve complicated accounting and bookkeeping challenges with practical and effective methods. After my first meeting, I came away with a clear understanding of the work needed to solve my bookkeeping challenges. Once I engaged Fractions for bookkeeping and tax accounting, I quickly found that I could concentrate more on my business and less on my books. The tedious reports I had been producing for years were now a click away. I now have a crystal clear under

Ruby was very helpful and knew what she was doing, I highly recommend her if you?re looking to file your taxes even if it?s late! Thanks ruby!

?Ruby has been doing my personal and business tax return for 4 years. Last year I decided to change my bookkeeper and started using Ruby as she is much more knowledgeable and professional. She genuinely cares about her clients and is always on top of her stuff. If I need advice on certain financial decisions, I usually call her and she is able to help me out. Finally my books are clean and she has saved me so much money on my tax returns. ?

Ruby was able to answer some questions I had about my situation. And I definitely will be coming back to her next year. Thank you!

Ruby, Is an amazing bookkeeper she has been doing my records for my tattoo business for 3 years and she is on point!

Had multiple years of taxes I needed to file and Ruby was amazing.

Great service, honest, knowledgeable, and clear when explaining things to you. I highly recommend them.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.