Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.


Staff Profiles

David Barone, EA

David Barone is the founder and sole proprietor of Barone’s Bookkeeping & Tax Service – a San Jose, CA based business specializing in income tax preparation and bookkeeping since 1984.

In 1984 David successfully passed the challenging IRS exam on all levels of taxation and became recognized as an Enrolled Agent and is a federally licensed tax practitioner.

He attends various tax workshops throughout the year so he can serve his clients with knowledgeable and up-to-date tax law information.  He has always enjoyed the challenges tax law gives to him.

As a tax professional, David has helped individuals, families, businesses, and nonprofit organizations navigate the complex US tax Code.  His 37 years of experience and on-going tax education enable him to solve the most complex tax issues and disputes.

When David is not sitting at his desk or attending a tax workshop, he enjoys spending time with family and friends, biking, BBQ, bocce, and spending time in Capitola.