Elena Yurchak, EA - Tax Accountant at DONEY Alliance

Elena Yurchak, EA - Tax Accountant at DONEY Alliance Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Elena Yurchak, EA - Tax Accountant at DONEY Alliance, Business service, San Jose, CA.

Enrolled Agent | Tax Advisor & Business Strategist |
Notary Public | Notary Signing Agent
Helping Individuals, Small Businesses & Start-Ups Simplify Finances & Unlock Tax Savings

Three notices. Three positive decisions. In just two days.Over the last two days, I received three notices from tax auth...
09/15/2026

Three notices. Three positive decisions. In just two days.

Over the last two days, I received three notices from tax authorities with favorable outcomes for my clients.

And I have to say: moments like this mean a lot to me.

Behind every notice is much more than a piece of paper.

There are documents to review, facts to understand, tax law to research, explanations to prepare, correspondence to write, and sometimes months of waiting.

But there is also a client on the other side of it. Someone who may have been worried, uncertain, or simply trying to understand what went wrong and how to fix it.

Receiving a positive decision is a reminder of why I do this work.

Tax representation isn’t about arguing with the IRS or a state tax agency. It’s about understanding the rules, understanding the taxpayer’s situation, presenting the facts clearly, and advocating for the correct outcome.

Not every case will end exactly the way we hope. And I would never promise a particular result.

But when careful work, persistence, and a well-supported position lead to a favorable decision for a client, it feels incredibly rewarding.

🇺🇸 Happy Labor Day!Wishing you a relaxing and enjoyable day. Take a moment to slow down, recharge, and enjoy what matter...
09/07/2026

🇺🇸 Happy Labor Day!

Wishing you a relaxing and enjoyable day. Take a moment to slow down, recharge, and enjoy what matters most.

🚨 SCAM ALERT: Crypto holders, pay attention to your mail.A letter arriving in an envelope and looking like official IRS ...
09/04/2026

🚨 SCAM ALERT: Crypto holders, pay attention to your mail.

A letter arriving in an envelope and looking like official IRS correspondence can feel legitimate.

But scammers are now mailing fake IRS letters designed to steal taxpayers’ personal information… and potentially their digital assets.

The letters direct recipients to register for a supposed:

“Digital Asset Compliance Portal.”

⚠️ There is no such IRS portal.

According to the IRS, these fraudulent letters may contain a QR code that takes you to a website designed to look like an official IRS website. The fake site may then request sensitive information such as personal details, cryptocurrency wallet information, exchange account credentials, or other data.

If you receive one:

Do NOT:

❌ Scan the QR code
❌ Visit the website listed in the letter
❌ Enter your personal information
❌ Provide cryptocurrency wallet or exchange credentials
❌ Respond to the request

The IRS says it did not send these letters and does not operate a “Digital Asset Compliance Portal.”

And this is an important reminder:

A paper letter isn’t automatically legitimate just because it says “IRS.”

When something looks suspicious, verify it independently through the official IRS website rather than using the phone number, QR code, or website provided in the questionable correspondence.

You can review current IRS scam alerts here: IRS Tax Scams⁠

📌 Save this post and share it with someone who owns cryptocurrency.

A few minutes of verification can prevent a very expensive mistake.

Can you believe there are fewer than 100 working days left in 2026?The year may not be over, but when it comes to tax pl...
09/03/2026

Can you believe there are fewer than 100 working days left in 2026?

The year may not be over, but when it comes to tax planning, the clock is already ticking.

If you want to potentially change your 2026 tax outcome, now is the time to start looking at your options.

Many people don’t think seriously about taxes until November or December.

But here’s the problem:

Some of the best tax-planning opportunities require time.

Depending on your situation, you may need time to:

✓ Review your year-to-date income and projected profit
✓ Adjust estimated tax payments
✓ Evaluate retirement contributions
✓ Review your business structure and compensation
✓ Consider equipment or other business purchases
✓ Plan the timing of income and deductible expenses
✓ Review investment or capital-gain decisions
✓ Make other moves that must happen before December 31

And not every strategy is appropriate for every taxpayer.

That’s exactly why tax planning should start with understanding your numbers, your situation, and your goals.

Waiting until tax preparation season means we’re mostly looking backward.

Planning gives us an opportunity to look forward.

Not sure whether tax planning would benefit you?

I’m offering a complimentary 15-minute discovery call to briefly discuss your situation, what you’re looking for, and whether my tax-planning services may be a good fit.

This is not a tax-planning or advisory session. We won’t be calculating taxes or developing strategies during the call. It’s simply an opportunity to connect and determine the appropriate next step.

📞 (408) 889-5783
🌐 www.doneyalliance.com

Today I had a call with a prospect, and one of their questions made me think.They were looking for a tax accountant, but...
09/02/2026

Today I had a call with a prospect, and one of their questions made me think.

They were looking for a tax accountant, but the conversation reminded me that choosing the right accountant shouldn’t be only about asking:

“How much do you charge?”

Price matters, of course. But the relationship matters even more.

Your accountant may see some of the most important parts of your financial life and your business. You want someone who understands what you’re trying to accomplish, not simply someone who enters numbers into forms.

So, before hiring an accountant, I would ask these 3 questions:

1. Do you have experience with clients like me?

A W-2 employee, a real estate investor, an e-commerce business, a professional practice, and a growing company can have completely different accounting and tax needs.

You don’t need someone who knows everything.
You need someone who understands your situation.

2. Will you help me understand my numbers or just prepare the reports and tax returns?

I believe a good accountant should be able to explain things in a way that makes sense.

You should understand:

✓ What you’re paying in taxes and why
✓ Where your business is making or losing money
✓ What needs attention
✓ What you can plan for before year-end

3. What happens when I have a question during the year?

This one is often overlooked.

Will you have someone to contact?
How does communication work?
Can you ask questions outside tax season?

Because many important financial decisions happen before the tax return is prepared… not after.

And I would add one more thing that isn’t really a question:

Pay attention to how you feel during the conversation.

Do you feel comfortable asking questions?
Do you feel heard?
Does the person genuinely try to understand your situation?

Accounting is about numbers.

But a great accountant-client relationship is also about communication, trust, and clarity.

📞 (408) 889-5783
🌐 www.doneyalliance.com

If you have a salaried manager in California earning less than $70,304, they probably stopped being exempt on January 1....
08/26/2026

If you have a salaried manager in California earning less than $70,304, they probably stopped being exempt on January 1.

The white-collar exemptions require a salary of at least twice the state minimum wage for full-time work. The state minimum is $16.90 an hour for 2026, which puts the floor at $1,352 a week — $70,304 a year.

A local minimum wage ordinance does not change this. The exemption test uses the state figure, which catches people out in both directions.

The salary that was compliant in December was not compliant in January, and exposure has been quietly accruing since: overtime, meal and rest premiums, and the derivative claims that follow.

Two things to do this week. Pull your salaried roster and check every base against $70,304. Then check whether the duties test is actually met for the ones that clear it; money alone does not make someone exempt.

Never miss the window.

Still haven’t filed your 2025 tax return? You may be able to file for FREE. If you filed an extension (or simply haven’t...
08/18/2026

Still haven’t filed your 2025 tax return? You may be able to file for FREE.

If you filed an extension (or simply haven’t filed yet) don’t automatically assume you need to pay for tax preparation software.

The IRS Free File program is still available.

For 2025 tax returns, taxpayers with an Adjusted Gross Income (AGI) of $89,000 or less may qualify for FREE guided tax preparation and federal e-filing through an IRS Free File partner.

The software walks you through the return step by step and can also help identify tax credits you may qualify for.

What if your income is over $89,000?

You can still use IRS Free File Fillable Forms at no cost, regardless of income, but this option is best for taxpayers who are comfortable preparing their own federal return.

There are also free in-person options through VITA and TCE, which provide basic tax preparation assistance to qualifying taxpayers, including many lower-income taxpayers, people with disabilities, limited-English-speaking taxpayers, and seniors.

💡 One important tip: If you want to use IRS Free File, start through the official IRS Free File page, not by searching for a “free” tax product online.

And remember:

‼️An extension to file is not an extension to pay‼️

If you haven’t filed your 2025 return yet, don’t keep putting it off. The sooner you file, the sooner you can understand where you stand.

Do you drive for your business? Your car could be saving you money. 🚗💰The IRS mileage rate is 70 cents per mile — and it...
08/12/2026

Do you drive for your business? Your car could be saving you money. 🚗💰

The IRS mileage rate is 70 cents per mile — and it adds up fast.

→ Client meetings and site visits count
→ Bank runs and supply trips count
→ Driving to a networking event counts

The key is tracking. A quick note in your phone — date, destination, purpose — is all you need.

Drive 10,000 business miles this year? That's a $7,000 deduction.

Most small business owners miss miles simply because they forget to log them. Don't leave that money behind! 💬 Message us and we'll help you build a simple system.

Tax tip that could save you money this year One of the most overlooked deductions for small business owners? The home of...
08/12/2026

Tax tip that could save you money this year

One of the most overlooked deductions for small business owners? The home office.

If you work from home regularly, even part of the time, you may qualify. But the details matter, and missing them means missing out.

A few deductions worth double-checking right now:
→ Home office (dedicated space, used regularly for business)
→ Business mileage and vehicle expenses
→ Software subscriptions and tech tools
→ Professional development and training

Not sure what you qualify for? That is exactly what we are here for.

Drop a comment or message us and we will help you figure out what you may be leaving on the table.

Starting a business takes courage. Keeping it alive takes strategy.You may have heard the statistic that roughly 20% of ...
08/06/2026

Starting a business takes courage. Keeping it alive takes strategy.

You may have heard the statistic that roughly 20% of new businesses don’t make it through their first year, and about half are no longer operating after five years.

But behind those numbers is an important lesson:

A good business idea isn’t always enough.

A business can be profitable on paper and still struggle because there isn’t enough cash available when bills, payroll, taxes, inventory, or unexpected expenses come due.

That’s why business owners need to know more than just:

“How much did I make?”

They should also understand:

✓ Where the money is going
✓ How much cash the business actually has
✓ Which expenses are growing
✓ What the real profit margin is
✓ How much should be reserved for taxes
✓ Whether the business can afford its next move

Bookkeeping tells you what happened.
Financial planning helps you decide what happens next.

You don’t need to wait until your business becomes “big enough” to start paying attention to the numbers.

In fact, the earlier you create good financial habits, the stronger the foundation you build.

Don’t just grow your revenue.
Build a business that can sustain its growth.

✨ Clarity. Strategy. Growth.

📞 (408) 889-5783
🌐 www.doneyalliance.com

Address

San Jose, CA
95134

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Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 10am - 1pm

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