Snap Advisory - Tax, Accounting, & vCFO

Snap Advisory - Tax, Accounting, & vCFO

Reviews Summary

The reviews consistently praise the accounting teams for their exceptional professionalism, expertise, and responsiveness. Clients highlight their deep tax knowledge, problem-solving skills, and ability to simplify complex financial matters. Many emphasize long-term trust, with decades of reliable service, proactive advice, and significant tax savings. The teams are commended for clear communication, personalized guidance, and efficient handling of both business and personal taxes. Several note the friendly, supportive approach and stress-free experience, making them a top choice for accounting needs.

About This Listing

Bookkeeping
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Manufacturing
QuickBooks
Xero
NetSuite
FreshBooks
Remote Services

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.*

Features

Bookkeeping
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Manufacturing
QuickBooks
Xero
NetSuite
FreshBooks
Remote Services

Contact Information

Address

6830 Vía del Oro #220

San Jose, California 95119

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

If you're a small business owner and you are struggling with cash management. I 100% recommend working with Saad Abbas CPA and his team. They just take care of everything from the books, the tax planning (not just doing the return), & business coaching. They're proactive in their communication and hold me accountable. As a business owner, I want a completely outsourced business solution and a business partner who understands what I need, and Snap Advisory delivers exactly that

Saad, David, and team do a wonderful job advising and preparing my taxes. Im always thankful for the time they spend with me individually. Could not recommend their services more.

Can't say enough great things about this team! They are by far the most efficient, diligent and communicative tax team I have worked with. Taxes are the last thing business owners want to worry and stress about - no need for either when you have Snap! Thank you for the excellent service.

Amazing team. They take the time to educate you (if you want that), and they have creative and brilliant ideas on how to minimize your tax burden. They even built me a custom spreadsheet to understand housing costs for an investment property. Excellent bookkeeping services at a reasonable rate. Couldn't recommend Snap highly enough.

Snap Advisory has been an excellent tax accountancy company for our business and personal bookkeeping goals. The staff including Saad, Frex and Irena always respond quickly to any questions asked! The whole staff is efficient, friendly and very helpful in all areas . Our business highly recommends Snap Advisory . JAR Construction

I have been using the Professional CPA Services of O'Neill & Bergado (specifically Patti O'Neill) for 20+ years now. Additionally, I have recommended and referred Patti O'Neill many of my co-workers, friends, clients and family. Patti and her team really help their clients - they prepare a well thought-out income tax planning packet every year, and it allows me to pull all my year-end documents together and file well in advance of the deadline, with less stress. I've been able to receive prompt email, pho

O'Neill and Bergado has been doing my business and personal taxes for over 14 years. They have saved me tens of thousands of dollars in that time period and sent bills much lower than I think their work is worth. I have had several accountants in my business career of over 50 years and Patti and Gale are unquestionably the best I have ever seen. My two associates and I started another business in 2018 and I again insisted on O"Neill and Bergado My business partners were hesitant but are now happy that

I am IMPRESSED with Snap Advisory and their outstanding customer service. I brought an issue to them and they had it fixed in about an hour total. They pointed me in the right direction and they were SUPER helpful as well. I HIGHLY recommend Snap Advisory for all your tax and bookkeeping needs!

Saad and David handled my very small business with professionalism and speed - I'd recommend them to anyone looking for accounting, bookkeeping, and tax services!

Saad is great! He's unlike any other accountant I know and great to talk business with. Highly recommended working with him!

I highly recommend Snap Advisory. The organization, as a whole, is extremely responsive and helpful. Taxes can be very stressful and they do everything they can to facilitate an easy process. I?d like to specifically call out one of their employees Iryna for ?above and beyond? service I was having an issue (my problem not theirs). I sent a quick email expressing my frustration and within five minutes received a telephone call from Iryna. She immediately understood my issues and was able to find a workaro

Snap Advisory has been a life saver!! The team is super responsive, helpful, and trustworthy. They were able to figure out everything we needed under very tight deadlines. 100% recommend.

Patti O'Neill was recommended to us by our friend who has been using her services for many years. We found Patti to be professional and well versed on tax codes and tax laws. She has great communication skills. She explains the tax codes clearly and she offers great advice. She has helped us with our many tax questions. We would highly recommend her services.

Patti O'Neill has shepherded us through some complex tax situations with the closure of our SCorp and the aftermath of our relocation from overseas. She is exceptionally well organized. She deals with issues speedily. We recommend her firm wholeheartedly!

I am pleased with Snap Advisory?s service. As a small business owner, the last thing on your mind is bookkeeping and taxes. Their great service allows me to focus on operations and customer experience of my business. Saad and Snap has been a crucial part of my business? success in the last 12 years.

Patti is an outstanding, brilliant tax expert. She was always a pleasure to work with and could respond to my tax questions as I was an accounting and auditing principal. I highly recommend Patti. She is easy to get along with and a fun person to work with. I have known her for years, Her integrity and honesty are of the highest calibre.

Patti has been my accountant for years. She always meets deadlines, even though I usually come in with my stuff at the last possible moment. She is very forthcoming with sage advice and counsel, delivered in the calmest and most pleasant tones possible. Now that I am starting my own business, I have a whole raft of new concerns and questions, and I couldn?t be happier than to have Patti on my team.

Gale did an awesome job amending and cleaning up my business tax issues that I had as a result of hiring an unprofessional and inexperienced tax person. She took the lead, walked me through the process and made time for my questions. I fully trust her and will continue using ONeill & Bergado going forward!

There are many good accounting firms that can file your taxes. Patti O'Neill solves your tax problems. Several years ago, the tax authorities erroneously issued me a large payment due on a complex filing, when a refund was required. Patti told me, "I'll solved it. I love challenges." And Patti did! Refund received and tax records fixed!

Gale has been my tax accountant for 20 years. Always does her homework, knows the business, and gives me great counsel. It is a comfort to have a professional like Gale looking after all our tax issues.

If it were possible to give Patti 10 stars we would. They are without question the most professional, most communicative, and most pleasant accountants we have ever worked with. If you are looking for a go-to accountant, now and for the remainder of your tax paying years, Patti is your solution. No ifs, ands, or buts about it.

Gale is an impressive tax accountant and one I highly recommend. She is professional, organized, and very efficient. She navigated me swiftly through a variety of difficult issues; she explained each piece, made smart out of the box recommendations and ultimately saved me both money and stress.

Patti has provided me and my business with excellent tax services for more than 20 years. She is reliable, courteous and professional. I trust her to provide me with sound guidance and excellent service.

ONeill & Bergado are great to work with! Gale Bergado has been instrumental in helping us with our government audit ? efficient, fast, professional and pleasant. She has transformed our accounting system from a do-it-yourself Excel system to a Quickbooks based job-costing system and in the process, made us eligible for government contracts and grants. She has done a superb job on short notice. -Quantum Semiconductor LLC

I would like to personally say: ?thank you for your assistance.? Gale, you have been an amazing partner to team up with and make sense of our accounting process. The Food & Beverage industry is such a complex business to operate in so many ways. I truly feel that since we have teamed up with your group, that our information is secure and in the right hands. Again, thank you and your staff for making this transition a smooth and positive one.? Sonny J. Walter Owner & Operator The Britannia Arms Downtown

Patti O'Neill has prepared our business and personal taxes for four years. We've been pleased with her expertise and tax preparation services.

Excellent Professional Team ! Patti O?Neill has prepared my business and personal taxes for almost 35 + years! Professional, very Knowledgeable, Excellent advice and guidance!

?Patti ? you and the team of ONeill & Bergado rocks! Since we?ve known you I?m just so happy and relaxed. No matter what question I have you are here for us! We are in BEST hands! Many, many thanks.? Yasmin CEO Yas Happy Dogs, San Martin, CA

Both Patti and Gale are professional and knowledgeable about taxes and income. I?ve worked with them for over a decade. I?ve found them very resourceful too.

?We have been fortunate to have been introduced to the services of ONeill & Bergado many years ago, and greatly appreciate the relationship and confidence that have developed. One less worry for us? knowing that we have a great team in them!! Also, very friendly folks, that means quite a lot!! ? Susan Quinn, Vice President Drake Welding, Inc., Campbell, CA

We?ve worked with Patti for 10+ years now and have always been impressed with her knowledge and expertise.

Patti constantly introduces solutions that I didn?t know existed, that alone is a sufficient reason to tap into her professional advice. But it is merely the beginning.

Patti is extremely competent, looks after the interest of the client with a passion and great to work with. All I can ask for!

Prompt and dependable service ANY time of year!

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.