About Amanda J. Ball, C.P.A. · San Jose
Amanda J. Ball, C.P.A. is a full-service accounting and tax firm owned and operated by Amanda Ball, a Certified Public Accountant based in San Jose, California. Founded in January 2007, the firm serves business owners, executives, and independent professionals with a blend of personal attention and professional expertise. The practice is licensed in Indiana and operates from a downtown San Jose office, also maintaining a PMB mailing address in Franklin, Indiana. Amanda Ball brings more than three decades of tax and accounting experience, including prior roles at KPMG and other Bay Area firms, and is a Certified QuickBooks Consultant.
Amanda J. Ball, C.P.A. (AJB CPA) is a boutique, full-service accounting and tax preparation firm serving clients from its office at 1155 N 1st Street, Suite 104 in Downtown San Jose, California. The firm was established in January 2007 by Amanda Ball, a San José State University accounting graduate and member of the Beta Alpha Psi honor society, after she had already accumulated roughly a decade and a half of experience at firms including KPMG (as a Senior Tax Associate), McCahan Helfrick Thiercof & Butera, and Ted K. Tanaka, CPA. The firm positions itself around three stated principles — professionalism, responsiveness, and quality — and offers a secure, password-protected client portal for document exchange. Its service offering spans tax preparation, year-round tax planning and tax-saving strategies, IRS problem resolution (including Innocent Spouse Relief, payment plans, Offer in Compromise, payroll tax issues, and audit representation), small business accounting and payroll, new business setup, part-time CFO services, QuickBooks consulting, and personal financial planning with estate and elder-care support. The firm's tagline, as listed on third-party profiles, is "Reliable Expertise, Personal Peace of Mind." AJB CPA serves individual taxpayers, small business owners, executives, and independent professionals primarily in the greater San Jose / Silicon Valley area, with a registered mailing address in Franklin, Indiana. Amanda Ball has publicly indicated an interest in expanding her practice through new clients or acquisition from another practitioner. No public Catholic or faith-based self-identification was found on the firm's website or LinkedIn profile.
- In business
- Founded January 2007 (approximately 19 years in business)
- Owner
- Amanda Ball, CPA
- Serves
- San Jose, California and the greater Silicon Valley / South Bay Area (primary); serves clients remotely with a registered mailing address in Franklin, Indiana
About the Firm
Amanda J. Ball, C.P.A. is a San Jose–based full-service accounting firm built on three stated principles: professionalism, responsiveness, and quality. According to the firm's own website, its primary goal is to be available as a trusted advisor and to provide insightful advice that enables clients to make informed financial decisions. The firm emphasizes close personal attention, ongoing professional education, and what it describes as "raving fan" client service.
- Stated principles: Professionalism, Responsiveness, Quality
- Trusted-advisor model
- Continual professional education for staff
- Goal of 'raving fan' client satisfaction
- Client referrals have fueled the firm's growth
Owner: Amanda Ball, CPA
Amanda Ball is the founder and owner of the firm, which she established in January 2007. Her LinkedIn profile shows total experience of 36+ years in finance and accounting. She earned a B.S. in Accounting from San José State University, where she was active in Beta Alpha Psi. Her prior experience includes Senior Tax Associate at KPMG and accountant roles at McCahan, Helfrick, Thiercof & Butera, AC (1990–2001) and Ted K. Tanaka, CPA (2003–2006), both based in San Jose. Her stated specialties are tax and accounting for small businesses, individuals, and trusts.
- Founder & Owner since January 2007
- 36+ years of finance and accounting experience
- B.S. Accounting, San José State University
- Beta Alpha Psi member
- Former Senior Tax Associate at KPMG
Tax Services
The firm's core offering is tax preparation, tax planning, and IRS problem resolution. Tax preparation pages emphasize electronic filing, dual-review of returns, identifying potential IRS red flags, and year-round advice rather than once-a-year filing. Tax planning is positioned proactively: shifting income between tax years, deferring liability through pension and retirement contributions, and using tax-exempt or tax-advantaged investments to keep more of clients' money.
- Tax Preparation
- Tax Planning
- Tax Strategies for Individuals (retirement, home sale, annuities, Roth vs. Traditional IRA, charitable contributions, mutual funds, education, 'Nanny Tax', recordkeeping)
- IRS Audit Representation
- Payroll withholding review to maximize take-home pay
- Year-round proactive tax-saving strategy work
IRS & Tax Problem Resolution
Beyond routine tax prep, the firm specializes in resolving back-tax situations and dealing directly with the IRS on a client's behalf.
- Innocent Spouse Relief
- IRS Payment Plan installation
- Offer In Compromise
- Payroll Tax Problems
- Back Taxes Owed
- Non-Filed Tax Returns
- IRS Audit Representation
Business Services
AJB CPA supports small business owners and executives with ongoing accounting, payroll, and higher-level financial leadership. The firm markets itself as a one-stop shop for entrepreneurs who want personal service rather than a faceless national chain.
- New Business Setup (entity selection and formation support)
- Payroll Services
- Small Business Accounting / Bookkeeping
- Bookkeeping catch-up and cleanup (including full Schedule C preparation)
- Part-Time CFO Services
- Advisory support for executives and independent professionals
QuickBooks Services
Amanda Ball is identified on third-party profiles as a Certified QuickBooks Consultant. The firm offers QuickBooks setup, support, and consulting so small business owners can keep their books in order between engagements.
- QuickBooks setup and configuration
- QuickBooks consulting and support
- Training for business owners on keeping books current
- Certified QuickBooks Consultant designation
Services for Individuals
For individual clients, the firm provides personal tax preparation, planning, and longer-horizon financial guidance including estate-related matters and elder care.
- Personal Financial Planning
- Estate Services
- Elder Care financial planning
- Individual Tax Preparation
- Individual Tax Planning
Client Portal & Document Security
The firm provides a secure, password-protected client portal for exchanging tax documents and financial information, which it highlights as part of its service quality commitment.
- Secure, password-protected client portal
- Designed for convenience and direct collaboration
- Marketed as part of the firm's responsiveness principle
Service Area & Location
The practice is physically located in Downtown San Jose at 1155 N 1st Street, Suite 104 (ZIP 95112). Its website lists a separate mailing address at 1880 Northwood Plaza, PMB 356, Franklin, Indiana 46131, and states that the firm is 'licensed in IN.' The firm primarily serves the San Jose / Silicon Valley / South Bay region and accepts clients remotely; Amanda Ball has publicly expressed interest in practice expansion through new clients or acquisition.
- Office: 1155 N 1st St Ste 104, San Jose, CA 95112
- Mailing: 1880 Northwood Plaza PMB 356, Franklin, IN 46131
- Firm states it is 'licensed in IN'
- Primarily serves San Jose / Silicon Valley
- Open to new clients and practice acquisitions
Contact & Engagement
The firm invites prospective clients to call for a free initial consultation. Five contact channels are listed on the website: phone, email, fax, postal mail, and in-person visits. Phone hours align with standard weekday business hours.
- Phone: (408) 286-0333
- Fax: (888) 334-7013
- Email: [email protected]
- Free initial consultation offered
- Hours: Mon–Fri 9:00 AM – 5:00 PM (per directory listing)
Faith / Catholic Identity
No public Catholic, Christian, or faith-based self-identification was found on the firm's official website (ajb-cpa.com), its services pages, or Amanda Ball's LinkedIn profile. There is no stated Catholic sponsorship, parish affiliation, or faith-based tagline visible online. Catholic Connect should not represent this firm as Catholic-owned or faith-based unless the owner confirms it directly.
- No Catholic or Christian language on ajb-cpa.com
- No faith-based tagline in third-party profiles
- Tagline used publicly: 'Reliable Expertise, Personal Peace of Mind.'