Build Wealth, Stay Compliant — Personalized Tax & Bookkeeping Solutions for Your Life and Business
Email: sbookbright@gmail.com
Text: 408-780-0319
BookBright Solutions LLC delivers smart, personalized tax and bookkeeping services for individuals, entrepreneurs, and investors—locally in the Bay Area and remotely nationwide. Our year‑round mission is simple: keep you compliant, cut your tax bill, and free you to focus on growth.
We guide W‑2 earners, self‑employed pros, small businesses, and real‑estate/crypto/stock‑option investors through proactive tax planning, expert preparation, prior‑year catch‑ups, IRS notice support, entity structuring, and full‑cycle QuickBooks bookkeeping and clean‑ups.
Based in San Jose and fluent in English, Mandarin, and Cantonese, we’re a CTEC‑registered tax preparer and QuickBooks Online Advanced ProAdvisor committed to making your finances clear and stress‑free—whether you’re scaling a company or building personal wealth.
Smart Tax & Bookkeeping Solutions for Individuals, Entrepreneurs, and Investors
Hi! I'm Shane, a certified California tax preparer, QuickBooks ProAdvisor, and IRS‑authorized e‑file provider. I specialize in tax planning, tax preparation, and end‑to‑end bookkeeping solutions.
From W‑2 employees and self‑employed contractors to real‑estate investors, crypto traders, and stock‑option holders, I help clients keep books accurate, minimize taxes, and build wealth with confidence.
I’ve honed my skills on complex returns—including those for international students—while volunteering with the ROLF Church VITA program, underscoring my dedication to professional, community‑minded service.
Whether you need clean, up‑to‑date books, smart tax planning, or help with catch‑up filings, I’d be honored to assist you.
Proudly certified by recognized industry leaders, ensuring professional, compliant, and up-to-date tax and financial planning support.
Certified. Trusted. Focused on Your Financial Success.
For child support calculations in court, I needed to submit a profit and loss statement for my small business. As a small start-up I didn't know where to begin, and I'm definitely not a numbers gal. I was worried I would make a mistake or wouldn't be found credible if I tried to whip one up on my own.
I contacted BookBright Solutions. Working with Shane was great. He is professional, responsive and qualified. Just what I needed in a high-stress situation to ensure accuracy and clarity. He was able to meet my specific needs of creating an overall report for the time period needed as well as a monthly breakout report. The result was professional and detailed. Shane is a pleasure to work with!
“Best Tax Preparer – Got Me the Maximum Refund! I was unsure if I would get a refund this year, but Shane carefully reviewed my documents and found every possible credit and deduction. Thanks to his expertise, I received the highest refund I’ve ever had! Super grateful and will be coming back next year!”
“Highly Recommended! I had an amazing experience working with Shane for my tax preparation. He was incredibly knowledgeable, professional, and efficient. He carefully reviewed my tax situation and helped me maximize my federal and California tax refunds! Shane explained everything clearly, making the process smooth and stress-free. I highly recommend his services to anyone looking for a trustworthy and skilled tax preparer. I’ll definitely be returning next year!”
“As a fellow business owner, I understand how crucial it is to have a trusted and knowledgeable tax professional by your side. I've had the pleasure of working with Shane for years, and his dedication, professionalism, and deep expertise in taxes and bookkeeping consistently impress me. Shane’s attention to detail and willingness to offer valuable insights make him a true asset to both individuals and businesses.”
“My tax return had a number of deductions. Shane was very diligent in making sure he had the right information for the filing. He was also very good responding to my questions. I appreciated that he was so efficient in completing my filing. It was just a couple of days. Very happy with his work”
“Excellent and Stress-Free Service! Shane made filing my taxes so easy and stress-free! He was quick, efficient, and found deductions I didn’t even know about. I got both my federal and California refunds faster than expected. Highly recommend him for anyone who wants a smooth and hassle-free tax experience!”
BookBright Solutions LLC is based in San Jose, California, proudly offering remote tax planning and preparation services nationwide. Whether you're in California or anywhere across the United States, we’re here to help individuals, entrepreneurs, and investors stay compliant, maximize savings, and plan smarter year-round.