Certified Public Accountant Services
Small Business & Personal Income Taxes
Joel M. Greenia, CPA

Joel M. Greenia, CPASmall Business

Even though I have big company background and perspective, I have a small company heart. Being a small business person myself has always grounded my sense of reality and true worth. Whether your business is service or product based, I can help you.

  • Business process set-up or reengineering
  • New accounting system implementations including QuickBooks
  • Financial statements for management or lender purposes
  • Cash flow projections and other financial modeling
  • Business tax preparation - all types
  • Audit preparation
  • General business consultation

Personal Income Tax Preparation

“Tell Me Your Story!”

I have been preparing personal tax returns and have assisted small businesses with their accounting and business needs for over 25 years. I do it because I love the stories! Everyone conducts their life in a unique way and it is my philosophy to understand my client's lifestyle and particularly their approach to financial matters. When I know you, I can adjust my approach, ask the right questions and make custom fit recommendations. I believe this all adds up to an efficient, comfortable CPA/client experience.

Ann and Joel"Small Town Friendly - Old Fashioned Quality"

My wife, Ann and I have lived in Silicon Valley for over 25 years. In addition to our many wonderful clients and friends, we have been blessed with four great children. Our oldest son is a UC Berkeley alumni working in high-tech as a software engineer and has one child.  Our other son, also a Cal grad, is married with two children and earned his Ph.D. in Management Science and Engineering from Stanford. He is also currently working at a technology company.  We have a daughter who has two children, graduated from UC Santa Cruz and does sourcing/recruiting management for a local high-tech company and our youngest daughter is married and a UC Irvine graduate and is also a high-tech recruiter. We welcome you to become part of our extended family! Send us your information, give us a call at (408) 733-4790 or email us at

Greenia Gazette

© 2007-2023 Lookout Source Solutions, Inc. All rights reserved.