Individuals
A return that reflects the full picture of your year.
Federal and multi-state 1040s for professionals, executives, business owners, and high-net-worth families — coordinated with planning, equity events, and investment activity.
Morgan Hill · California · Since 1998
A California CPA firm that protects what individuals, businesses, nonprofits, and families have built.
Partner-led tax planning and compliance for individuals, corporations, partnerships, LLCs, nonprofits, trusts, estates, and gift tax — rooted in Morgan Hill, serving clients across California for 25+ years.
Member & section affiliations
- AICPA
- CalCPA
- Tax Section
- Estate & Trust
- Exempt Org
The Idea
Tax work, done the way it should be: personally.
Most people experience tax season as a transaction — a stack of documents dropped off, a return picked up, an invoice paid. The opportunity to plan, to question, to actually save money, gets lost.
We work differently. Every client is paired with a partner who learns the business, the family, and the long-term plan — and then meets the work with the same standard of care, whether it is a personal 1040, a Form 1065 for your operating company, a Form 990 for your foundation, or a Form 706 for the estate you are administering.
Good tax work is not paperwork. It is the quiet protection of everything you have built.
Leadership Built On Personal Service
Meet our founder, Sheldon Chavan, CPA.
Sheldon is a California CPA who has practiced public accounting since 1998 and holds a B.S. in Business from San Jose State University. His client work spans high-net-worth individuals, privately held corporations, partnerships and LLCs, foreign subsidiaries, nonprofits, trusts, and estates.
He built the firm around a simple commitment: every client deserves direct partner attention. The complexity of your tax situation should be carried by your CPA, not by you — and the strategy should come long before the return is signed.
His goal has not changed since the firm began: maintain a very high and personalized level of service for every client we are privileged to work with.
- —California CPA · Since 1998
- —Individual & business tax
- —Trust, estate & gift tax
- —Exempt-organization filings
- —Multi-state & foreign returns
- —Year-round planning & advisory
Who We Serve
Individuals, businesses, nonprofits, trusts, and estates. One firm.
From a single 1040 to a multi-entity ownership group, from a foundation's 990 to a family's gift and estate plan — we structure our practice around the full life of a client, not a single form.
Corporations
C-Corp and S-Corp compliance, done with intention.
Form 1120 and 1120-S preparation, reasonable compensation analysis, multi-state filings, and quarterly planning for closely held and foreign-owned corporations.
Partnerships & LLCs
Allocations, K-1s, and structure that hold up.
Form 1065 preparation, partner allocations, capital account maintenance, and entity structuring for LLCs, joint ventures, and family partnerships.
Nonprofits
Form 990 filings your board can stand behind.
990, 990-EZ, 990-PF, and 990-T preparation for public charities, private foundations, and faith-based organizations — with exempt-status guidance year-round.
Trusts & Estates
Fiduciary returns prepared with care.
Form 1041 for trusts and estates, beneficiary K-1s, decedent final returns, and coordination with trustees and estate counsel through every stage of administration.
Gift Tax
Transfers that fit the plan, documented properly.
Form 709 preparation, lifetime exemption tracking, valuation coordination, and gift strategies that align with your estate plan and family goals.
The Trust Section
Why clients choose Chavan & Associates.
01Personalized service
Your CPA, not a call center.
Every return, plan, and filing is owned by a partner who knows your name, your numbers, and what you are working toward.
02Full client spectrum
Individuals to entities — one firm.
From a 1040 to a consolidated 1120, a family LLC to a private foundation. The same standard of care across every engagement.
03Planning that pays back
Strategy before April.
We work year-round, not just at filing. Entity selection, equity events, multi-state moves, retirement, succession — modeled before you commit.
04Trusts, estates & gifts
Wealth that transfers cleanly.
Estate, trust, and gift tax planning coordinated with your attorney and advisors — so what you have built actually arrives where you intend.
05Responsiveness
Calls returned the same day.
When the IRS, FTB, or your banker needs an answer, you get a real CPA on the phone — not a ticket number.
06Long-term relationships
Built to be your CPA for decades.
Most clients have been with the firm for years. Continuity is part of the value we provide.
The Team
Senior CPAs. Real continuity.
Our engagements are led by experienced California CPAs who handle the technical depth and the personal relationship together. Below is the firm's leadership; the rest of the team is introduced personally.
Founder · Managing Partner
Sheldon Chavan, CPA
California CPA since 1998. Leads individual, business, trust, and estate engagements across the firm's closely-held and nonprofit client base.
Tax Director
Luis Sierra, CPA
Leads tax services for corporations, partnerships, and LLCs — with deep experience in entity structuring, multi-state filings, and owner-level planning.
Tax Director
Jacqueline Phan, CPA
Directs individual, trust, estate, and gift tax engagements, coordinating with attorneys and advisors on complex family wealth-transfer planning.
Team photos used with permission · Additional staff introduced during engagement planning
Where We Work
Morgan Hill. South Santa Clara County. California.
Our office sits on Monterey Road, a short drive from many of the families and businesses we serve. Clients across California work with us in person, by video, or by secure portal — whichever fits the year.
Personal service. Year-round strategy.
Whether you are filing a personal return, restructuring a business, planning a gift, or settling an estate, we would welcome the conversation. Most engagements begin with a 30-minute consultation by phone or in our office.
Office
16450 Monterey Road, Suite #5
Morgan Hill, CA 95037
- Hours
- Mon – Fri
8:30 – 5:30 PT - Serving
- Individuals, businesses, nonprofits, trusts & estates
- Affiliations
- AICPA · CalCPA · Tax Section
- Practice
- Tax · Planning · Compliance · Advisory