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Financial Journey Partners

Financial Journey Partners

Reviews Summary

Clients consistently praise their financial advisor for decades-long, trusted guidance in retirement planning, investments, and holistic financial strategies. The advisor is commended for proactive communication, personalized attention, and stress-free portfolio management. Clients highlight confidence in long-term plans, appreciation for educational resources, and access to expert networks (tax, estate, insurance). The team's responsiveness, relatable approach, and tailored solutions—including retirement security and healthcare planning—receive frequent mention. Many note relief from financial worries and satisfaction with clear, data-driven progress tracking. The firm's smaller, client-focused model stands out as a preferred alternative to impersonal institutions.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

101 Metro Dr Suite 264

San Jose, California 95110

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

I've been working with Elaine for over 25 years and as I now approach retirement, I can truly say I feel confident and comfortable with my financial plan. Over the years, Elaine has always proactively reached out to update and adjust my plan to align to my ever changing goals, and to offer guidance on (and take the stress out of) current market news. Elaine offers amazing resources (tax, estate law, etc) and educational and informational events. Her team is so professional and responsive - it's a pleasur

I waited way too long to start working with a Financial Advisor. I let half of my portfolio get wiped out twice, and spent way too much time following (and worrying about) the market and my investments. A co-worker recommended Elaine Manley to me, so I met with her and immediately knew that I had made a good move. Working with Elaine, my wife and I put together a Financial Plan that has us in a position where we know that we'll have enough to last us for the rest of our lives. We are now working with Scott

My wife and I have been working with Elaine Manley for 20+ years (even before she became Financial Journey Partners). We are lucky to have met her early on as she's made sure our investments and retirement portfolio continue to grow. We were lucky to have found such a knowledgeable and relatable financial advisor. She listens to our concerns, is responsive to our needs and makes herself available whenever we need to check in. As a retired couple, we don't have to spend our time managing and worrying about o

I wanted to be sure that I would have enough money for a comfortable retirement and to cover possible age related health issues so that I would not be dependent on my children. With Elaine Manley?s guidance I obtained Long Term Care Insurance and a long term wholistic financial plan to follow both of which put my retirement financial worries to rest. It was and is a great comfort to see the data clearly via the Financial Journey application so I know where I am financially at all times. In retirement, i

I have been with Elaine Manley and Financial Journey Partner?s since their beginning and it truly is a journey. Elaine has guided me with key decisions that have included establishing an estate plan, a Trust, and naming an Executor. She calls me before I've even thought of the question. There are educational events throughout the year, as well as client events with fun activities. They have a preferred provider listing of experts in their fields for clients to select from depending on your need ? Medic

Prior to meeting Elaine and Scott, we dreaded managing our long-term finances. While essential for ensuring a future lifestyle, tracking investments was far from what we cared to do. Nor did we feel comfortable passing our financial future over to a large, impersonal firm. We were drawn to Elaine, Scott and Linda because they chose to create a smaller firm to better serve their clients rather than a legacy name -- exactly the model that we've wanted. This dynamic trio lead an extremely talented and engaged

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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