Altum Partners LLP
Corporate, international and state tax advice for growing companies, from a tax-focused San Jose firm.
Acerca de
Altum Partners LLP is a tax-focused accounting firm in San Jose that advises companies on corporate, international and state tax; its website gives 2010 as the year it was founded. This directory has listed the firm at 1754 Technology Drive, Suite 232. The firm's site now gives an office at 181 Metro Drive, Suite 290, also in San Jose, so confirm the address and phone before you visit.
Tax and transaction work
The practice is organised into six areas: corporate tax compliance, international tax, transactions and mergers and acquisitions, credits and incentives, state and local tax, and equity and ownership matters. The website says the firm works with technology, life sciences, private equity and international businesses, and names experience in software and SaaS, hardware, biotech, fintech, mobile apps, online services, consulting and design companies.
Mark Beeman and Stacy Hoffman are named on the site as co-founding partners, with Sara Hallihan as a partner. Catherine Murua appears in the chamber's records as a manager.
Engaging a tax adviser
Before signing with any accounting firm, ask which partner will lead your work and who on the team will prepare the returns and workpapers. A written engagement letter should set out the scope, the deliverables, the deadlines and how fees are billed, whether fixed, hourly or by project. For cross-border or multistate questions, ask how the firm works with your foreign advisers and in which jurisdictions it files directly. Individual CPAs can be looked up with the California Board of Accountancy through the Department of Consumer Affairs search. Bringing prior-year returns, recent financial statements, the cap table and entity documents to the first meeting lets the conversation move quickly past the basics, especially ahead of a financing or an acquisition.
Clients across the South Bay
Metro Drive keeps the firm close to companies in Santa Clara, Milpitas, Sunnyvale, Campbell, Cupertino, Los Gatos and Saratoga, and to the wider business base of Santa Clara County. Its stated industry focus on venture-backed and international companies fits the mix of employers found across the valley.
The phone on this listing, 408-320-0260, comes from the imported record and older directory entries. The firm's website lists 408-703-6036; use that number if the first does not connect.
Servicios
VerificadoFederal and state corporate income tax returns, estimated payments and related filings for operating companies, a core practice area named on the firm's website.
Advice on cross-border structures, foreign subsidiaries and the US filings that come with them, for companies with operations or owners outside the country.
Tax work around acquisitions, sales, mergers and reorganisations, from structuring a deal to diligence on the target's tax history.
Identifying and documenting tax credits and incentives a company may claim, one of the six service areas the firm lists for its clients.
Multistate income and franchise tax, nexus questions and state filings for companies selling or employing people across state lines.
Tax questions tied to equity, ownership changes and the way founders, employees and investors hold their stakes in a company.
Detalles
Ubicación y zona de servicio
San Jose, CA 95110
Preguntas frecuentes
Típico de este tipo de negocioHow does a first consultation with a tax firm usually work?
Most firms hold an introductory call to understand the company, its structure and the question at hand, then send a proposal or engagement letter with scope and fees. Ask whether the first call is billed.
What documents should a company bring?
Prior-year federal and state returns, recent financial statements, the entity formation documents, the cap table and any notices from tax agencies. For a deal, bring the term sheet or letter of intent.
How can I check an accountant's CPA status in California?
Use the California Board of Accountancy licence search on the Department of Consumer Affairs website. It shows each CPA's status and any disciplinary history.
How long does tax work for a transaction take?
It depends on the deal size and timeline. Diligence and structuring often run alongside the legal work over several weeks, so involve the tax adviser before the letter of intent is signed.
Antes de contratar
- Look up the lead CPA with the California Board of Accountancy
- Ask which partner leads the engagement and who prepares the work
- Get an engagement letter with scope, deadlines and fee basis
- Confirm which states and countries the firm files in directly
- Confirm the current office address and phone before visiting
Resumen en español
Altum Partners LLP es una firma de contabilidad de San José especializada en impuestos, fundada en 2010 según su sitio web. Asesora a empresas de tecnología, ciencias de la vida, capital privado y negocios internacionales en impuestos corporativos e internacionales, fusiones y adquisiciones, créditos e incentivos, impuestos estatales y locales, y temas de capital. Antes aparecía en Technology Drive; hoy indica una oficina en el 181 de Metro Drive, Suite 290. El teléfono de esta ficha es 408-320-0260; su sitio web indica 408-703-6036.
Los datos marcados como verificados se comprobaron el 1 de octubre de 2026 con altumpartners.com. Los demás datos vienen de registros comerciales públicos o describen lo típico de este tipo de negocio, según se indica. El negocio aún no los ha confirmado.
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