Back to Directory
SYNQMINE Tax Consultant and CFO Services

SYNQMINE Tax Consultant and CFO Services

About This Listing

Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Non-profits
Technology
Multi-state Experience
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

Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Non-profits
Technology
Multi-state Experience
Remote Services

Contact Information

Address

1525 McCarthy Blvd Suite 1082

Milpitas, California 95035

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

At very first, I was a bit skeptical and I was used to my previous tax advisor but once I start to use his services, I realized I was on the right track. Manuel is very knowledgeable and he is always up to date with the most recent changes and laws in the industry, he improved my Taxes plan in ways that I didn?t even think of, he even helped a relatives to get financing for their company. His CFO services are great. I highly recommend Manuel and his office.

Manuel is great. Helped me and my wife with our tax returns that were more complicated than they have been in previous years. We moved cross country, I changed jobs 3 times and we both had partial unemployment. He made this process easy and painless. Would recommend him to friends and will go with him for next year as well. Thank you

Manuel is incredible. I was getting no help for my PPP loan from my bank and the news media was reporting all the money was going to be gone. Manuel gave me information and a vender and I filled out the application and was approved the same day. The money should be in my account within 10 days! In addition Manuel can make bookkeeping and Quickbooks interesting with his wicked sense of humor. I have recommended Manuel and he makes me look good.

Manuel and his company are great for book keeping and tax services! They are highly knowledgeable and are able to work with you. Very fast response times and friendly. I highly reccommend them to any company big or small, they can handle all your needs accordingly.

SYNQMINE was able to assist with the financial/payroll aspects of our small business. He was able to clean up 2018 and continue on doing so to ensure all the finances/payroll are under the right category including EDD payroll included. Manuel was able to perform monthly accounting services such as payroll monitoring month end reports. Including account receivable as well as corporate income taxes. Manuel also educated my self and my business on how to better handle our financial aspects on a monthly basis.

Manuel was a pleasure to work with on my 2020 tax return! He was professional, responsive and took all of the stress out of the tax return/filing process. I will definitely use Synqmine for my 2021 taxes...I will never go back to using Turbotax.

Manuel, thank you so much for all the help provided. I was tired and frustrated of trying to get in contact with my previous accountant, I was almost chasing her. The communication, availability and commitment you provide is great. And that is without even mentioning your knowledge, I wasn?t expecting to receive all those credits and everything was thanks to you. Highly recommend Synqmine LLC.

I've used Manuel for my Taxes for the last several years. Manuel is very Knowledgeable and helpful with his Services. As an Insurance Broker, I'm very comfortable referring my Clients to Manuel for their Tax Preparation needs. I Highly recommend Manuel for Tax and Bookkeeping Services.

Manuel is amazing! Last year, I went to multiple places before getting recommended this place. They saved me a great deal of money by going into every detail and prioritizing my books. Definitely going back here for my taxes this year.

Manuel is very knowledgeable and helped our company apply for SBA loans recently. We will definitely recommend him and keep working with him in future for accounting needs as well.

We started with this company this year and we are very happy with the services. Manuel is very knowledgeable and accessible. He helped us with our taxes and our accounting needs. We strongly recommend his services.

Manuel has been great helping us with getting our taxes done and applying for a SBA loan. I only wish we would have met him sooner.

"Manuel has been my bookkepper for a few months and I cannot have a complaint about his efficiency and professionalism. He is helping me with everything related to my bookkeeping records. He has the knowledge and the effort he puts in doing his work to help me is extraordinary. He takes the time to explain any questions I might have and advices me to better my business in terms of tax understanding. I would definitely recommend him as a your next bookkeeper because he has shown me how seriously he takes his

I?m extremely happy with the quality of work from the team. We are looking forward to growing with Synqmine. I would recommend this business to my family and friends looking for a great Accountant.

So glad to have professional people to help you for all your needs like this company. I can't thank enough on how much help and how easy this company makes my life. I highly recommend it. Thank you so much.

"Manuel offers to it's clients honesty, integrity, and has passion on what he does. He is always willing to go the extra mile to help people and he is somebody I trust and value. "

Manuen has done a tremendous job on my accounting and taxes. Totally defferent experience as with my previous accountant.

Very thorough and helpful. With a short deadline and very messing bookkeeping they were still able to save me thousands!

The best business out there ! Helped our business 10 fold thank you for everything recommendation to anyone !

(Translated by Google) SYNQMINE is a company that knows what they are doing since they know your problem with the IRS, they make it their own. In 2016, I had to pay more than $24,000 to the IRS and I gave them the opportunity and I don't regret it. They studied my marriage and instead of paying, they returned me more than $8,000. That's why I say that if it's about taxes, SYNQMINE is the best. Thank you SYNQMINE for existing. (Original) SYNQMINE es una compa??a que saben lo que asen desde que conocen tu pr

(Translated by Google) Thanks for the help Manuel gave me with the IRS. My business is improving. He treated me well, along with his knowledge. I am very grateful to him. He is a good, honest person. Thanks Manuel. (Original) Grasias por la ayuda que me dio Manuel con el IRS mi negocio esta mejorando y buen trato que me brindo y su conocimiento estoy muy agradesido con el y una buena persona honesta grasia Manuel

(Translated by Google) I highly recommend them. Their service is professional and they guide you through the entire process. They're always available to answer any questions I have. (Original) Lo recomiendo totalmente, su servicio es profesional y te llevan de la mano con todo el proceso. Siempre disponibles para atender todas mis dudas

(Translated by Google) 100% recommended (Original) recomendado 100%

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.