Best CPA's Nearby

CPA's in 95116

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Loan Factory - We Dare You to Compare

2195 Tully Rd

San Jose, California 95122

2.41 miles
4.5 / 5 (3217 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

AMC Tax Services

2635 Cunningham Ave Suite 23

San Jose, California 95148

2.03 miles
4.5 / 5 (824 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
QuickBooks
Local Tax Credits
Years of Practice

Financial Rescue LLC

99 S Almaden Blvd #600

San Jose, California 95113

2.73 miles
4.5 / 5 (476 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination

FIVE STAR INCOME TAX SERVICE, LLC

2180 Story Rd #202

San Jose, California 95122

1.01 miles
4.5 / 5 (216 ratings)

Teh Financial Coaching

Expedition Ln

Milpitas, California 95035

4.4 miles
4.5 / 5 (85 ratings)
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Technology
QuickBooks
Xero

ASAP Credit Repair Services

123 E San Carlos St #9

San Jose, California 95112

2.25 miles
5 / 5 (70 ratings)

Al Sanchez Income Tax Services

31 S Jackson Ave

San Jose, California 95116

0.59 miles
4 / 5 (73 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
Years of Practice
In-person Support

Golden Trust

2690 S White Rd #60

San Jose, California 95148

3.32 miles
4.5 / 5 (66 ratings)

GPS-Golden Professional Services, Inc.

2470 Berryessa Rd # F

San Jose, California 95133

2.4 miles
4.5 / 5 (58 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
QuickBooks

Strategy Law, LLP - Business and Real Estate Attorneys

1 S Almaden Blvd Suite 700

San Jose, California 95113

2.74 miles
5 / 5 (48 ratings)
Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
International Tax
Mergers and Acquisitions
Startups
Non-profits
Real Estate
Professional Services
Technology
Multi-state Experience
Cross-border Taxation

Sunrise Tax Pro Services

115 Race St

San Jose, California 95126

3.73 miles
4.5 / 5 (48 ratings)
Tax Preparation

ACTAX

311 N Capitol Ave G

San Jose, California 95133

1.28 miles
4.5 / 5 (34 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Local Tax Credits
Remote Services

Tax Armour Inc.

2150 N First St Suite 435

San Jose, California 95131

4.19 miles
5 / 5 (28 ratings)
Bookkeeping
Accounting
Audit
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
In-person Support

Promex Tax Service

3349 McKee Rd

San Jose, California 95127

2.19 miles
4 / 5 (29 ratings)

Flores Income Tax & Real Estate

1652 Alum Rock Ave

San Jose, California 95116

0.33 miles
4 / 5 (30 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Local Tax Credits
Bilingual Services
Years of Practice
In-person Support

SYNQMINE Tax Consultant and CFO Services

1525 McCarthy Blvd Suite 1082

Milpitas, California 95035

5.35 miles
5 / 5 (24 ratings)
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

Stephen Wong - Bayone Reic

1754 Technology Dr STE 108

San Jose, California 95110

3.94 miles
4.5 / 5 (24 ratings)
Tax Preparation
Tax Planning
IRS Representation
Real Estate

Viet Linh Services

621 Tully Rd #221

San Jose, California 95111

2.95 miles
4.5 / 5 (24 ratings)

Investy Financial Services

919 Story Rd #1200

San Jose, California 95122

1.48 miles
5 / 5 (22 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Real Estate

Roundleaf San Jose

2055 Junction Ave Ste 115

San Jose, California 95131

3.99 miles
4.5 / 5 (22 ratings)
Tax Planning
Budgeting
Financial Advisory

Empyreal Accountancy LLP

1879 Lundy Ave STE 229

San Jose, California 95131

3.6 miles
5 / 5 (20 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers

Tax Help Office

115 N 4th St #106

San Jose, California 95112

2.26 miles
4.5 / 5 (20 ratings)

NIM Retirement Group

1731 Technology Dr # 570

San Jose, California 95110

3.87 miles
5 / 5 (19 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Maya Tax Services and Notary Public

1211 Park Ave #100

San Jose, California 95126

3.94 miles
4.5 / 5 (18 ratings)

Credit Repair - Blue Water Credit

111 N Market St #374

San Jose, California 95113

2.56 miles
4.5 / 5 (16 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

Patrosso & Associates

1777 Hamilton Ave #1000

San Jose, California 95125

5.37 miles
5 / 5 (13 ratings)

Edgar Law Group, LLP

675 N First St SUITE # 675 6th Floor

San Jose, California 95112

2.71 miles
5 / 5 (11 ratings)
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
Forensic Accounting
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation

David Kirst, CPA | San Jose Tax Preparation Expert

675 N First St #975

San Jose, California 95112

2.71 miles
5 / 5 (10 ratings)
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
Real Estate
Healthcare
Construction
Contractors
Professional Services
QuickBooks
GAAP Compliance
Multi-state Experience
Years of Practice
CPA License

Dunham Associates CPAs

1884 The Alameda

San Jose, California 95126

3.99 miles
5 / 5 (10 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
State-Specific Experience

JIMENES TAX PRO INC

2150 N First St Suite 414

San Jose, California 95131

4.19 miles
5 / 5 (10 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience

JM Associates

1648 Alum Rock Ave Suite C

San Jose, California 95116

0.35 miles
4 / 5 (11 ratings)

Heckman Financial & Insurance Services Inc-HFIS

333 W Santa Clara St #604

San Jose, California 95113

2.76 miles
4.5 / 5 (10 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Pro Tax & Accounting Corp

1049 E Capitol Expy

San Jose, California 95121

3.82 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Budgeting
Small Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits
Years of Practice
CPA License

Private Lender Link, Inc.

991 W Hedding St Suite 108

San Jose, California 95126

3.92 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate

Oasis Senior Advisors Greater San Jose

3.16 miles
5 / 5 (9 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax

Potentia Tax

1226 Lincoln Ave # 110

San Jose, California 95125

4.09 miles
4.5 / 5 (9 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation

JP Income Tax Solution

1155 Meridian Ave UNIT 207

San Jose, California 95125

4.82 miles
4.5 / 5 (9 ratings)

Tax Consultation of America

88 Tully Rd STE 106

San Jose, California 95111

3.37 miles
5 / 5 (8 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Restaurants
Construction
Professional Services
Manufacturing
Technology
QuickBooks
Multi-state Experience
Local Tax Credits

Ohara & Associates LLC

1570 The Alameda #217

San Jose, California 95126

3.69 miles
5 / 5 (8 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Xero
Complex Situations
State-Specific Experience
Multi-state Experience

MCC Financial

1042 W Hedding St STE 220

San Jose, California 95126

3.96 miles
4.5 / 5 (8 ratings)
Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring

High Tech Insurance Services

1669 Flanigan Dr

San Jose, California 95121

2.73 miles
4.5 / 5 (8 ratings)

Cindy Ho Law, APC

333 W Santa Clara St #805

San Jose, California 95113

2.76 miles
5 / 5 (7 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
Law Firms
State-Specific Experience
Multi-state Experience
Local Tax Credits

RP Accountancy

1777 Hamilton Ave #1200

San Jose, California 95125

5.36 miles
5 / 5 (6 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Small Businesses
QuickBooks

C & S Income Tax and Bookkeeping

2680 S White Rd Ste 154

San Jose, California 95148

3.34 miles
5 / 5 (6 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Multi-state Experience
Years of Practice
CPA License

Financial Journey Partners

101 Metro Dr Suite 264

San Jose, California 95110

3.85 miles
5 / 5 (6 ratings)

DVTAXSOLUTIONS

2731 McLaughlin Ave

San Jose, California 95121

3.22 miles
5 / 5 (6 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks

Michael Hua, CPA

2055 Junction Ave Ste 115

San Jose, California 95131

3.99 miles
5 / 5 (5 ratings)
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services
CPA License

Be Legit Books

4.09 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Virtual CFO
Small Businesses
Real Estate
QuickBooks

Huang Christopher CPA

1879 Lundy Ave STE 122

San Jose, California 95131

3.6 miles
5 / 5 (4 ratings)
Accounting
Tax Preparation
Tax Planning
International Tax
Small Businesses
Mid-size Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
Multi-state Experience
Cross-border Taxation
Bilingual Services
Years of Practice
CPA License

DONEY ALLIANCE

3.31 miles
5 / 5 (4 ratings)
Bookkeeping
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Startups
Individual Taxpayers
QuickBooks
Remote Services

CompuTax Services San Jose

1340 Tully Rd #314

San Jose, California 95122

2.67 miles
5 / 5 (4 ratings)
Business Consulting
Tax Preparation

GoldenPoint Finance

1590 Oakland Rd b102

San Jose, California 95131

3.11 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

Protectco

621 Tully Rd #214

San Jose, California 95111

2.95 miles
5 / 5 (4 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience

TLK Tax Services

2670 S White Rd # 235

San Jose, California 95148

3.33 miles
5 / 5 (4 ratings)
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Real Estate

Andrade Tax Service

1565 Alum Rock Ave

San Jose, California 95116

0.49 miles
5 / 5 (4 ratings)
Bookkeeping
Payroll
Tax Preparation

1point-solutions

1920 Bagpipe Way

San Jose, California 95121

3.81 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services

RAS Business Services

3136 Story Rd # A

San Jose, California 95127

1.86 miles
4 / 5 (4 ratings)
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers

Do Le & Co

2150 Ringwood Ave

San Jose, California 95131

4.08 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Years of Practice
CPA License
In-person Support

Allen & Cook Inc

1530 The Alameda

San Jose, California 95126

3.72 miles
5 / 5 (3 ratings)
Accounting
Audit
Assurance
Financial Statements
Tax Preparation
Tax Planning
Non-profits
Years of Practice
CPA License
In-person Support

Keytax CPA

2690 S White Rd #30

San Jose, California 95148

3.33 miles
5 / 5 (3 ratings)
Accounting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC

225 W Santa Clara St UNIT 1600

San Jose, California 95113

2.66 miles
5 / 5 (3 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Multi-state Experience

Silicon Valley Capital Partners

1731 Technology Dr #810

San Jose, California 95110

3.86 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Risk Management

ArightCo

84 W Santa Clara St #700

San Jose, California 95113

2.5 miles
5 / 5 (3 ratings)
Bookkeeping
Audit
Payroll
CFO Services
Tax Preparation
Budgeting
Forecasting
Financial Advisory
International Tax
Small Businesses
Mid-size Businesses
Startups
Non-profits
Manufacturing
Technology
QuickBooks
GAAP Compliance

AI Business Accountant

4.3 miles
5 / 5 (3 ratings)
Accounting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Construction
Contractors
QuickBooks

Law Offices of Sun J Chung

84 W Santa Clara St #700

San Jose, California 95113

2.5 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax

S S Tax & Financial Services

866 Race St

San Jose, California 95126

4.28 miles
5 / 5 (3 ratings)

Wealth Recovery Solutions

255 N Market St #120

San Jose, California 95110

2.57 miles
4.5 / 5 (3 ratings)

Koehler & Associates, CPA's Inc.

1541 The Alameda

San Jose, California 95126

3.77 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience

Quality Returns-Enrolled Agent

1460 Koll Cir Suite D

San Jose, California 95112

3.29 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
CFO Services
Tax Preparation
Tax Planning

AAD Services

2680 S White Rd Suite 160

San Jose, California 95148

3.34 miles
5 / 5 (2 ratings)
Bookkeeping
Payroll
Tax Preparation

Snow Hartman Fong & Associates

1213 Lincoln Ave UNIT 209

San Jose, California 95125

4.13 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

Armanino - San Jose

50 W San Fernando St #500

San Jose, California 95113

2.44 miles
5 / 5 (2 ratings)
Accounting
Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Non-profits
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
QuickBooks
NetSuite
Sage
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation
Local Tax Credits

Chi Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC

225 W Santa Clara St UNIT 1600

San Jose, California 95113

2.66 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management

FIG Capital

1091 Lincoln Ave

San Jose, California 95125

4.07 miles
5 / 5 (2 ratings)

RBC Wealth Management Branch - San Jose

99 S Almaden Blvd Suite 300

San Jose, California 95113

2.73 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

New Assets Investment Advisors LLC

1525 McCarthy Blvd #1083

Milpitas, California 95035

5.35 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Werba Rubin Papier | WRP Wealth

1732 N First St St #220

San Jose, California 95112

3.62 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Startups
Technology
Complex Situations
Multi-state Experience
Cross-border Taxation
CPA License

Fireside Tax Consulting Inc

1975 Hamilton Ave

San Jose, California 95125

5.53 miles
5 / 5 (2 ratings)

Whitaker Insurance

1276 Lincoln Ave UNIT 202

San Jose, California 95125

4.13 miles
5 / 5 (2 ratings)

Seeba & Associates Inc

1825 Hamilton Ave

San Jose, California 95125

5.44 miles
5 / 5 (2 ratings)

Tax Man

1800 Hamilton Ave # 220

San Jose, California 95125

5.45 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks

Muscara & Pasquinelli CPA'S

1960 The Alameda #150

San Jose, California 95126

4.05 miles
5 / 5 (2 ratings)
Accounting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

ALA Income Tax Service

1711 McKee Rd suite k

San Jose, California 95116

0.72 miles
5 / 5 (2 ratings)
Bookkeeping
Tax Preparation

Robert Lee & Associates, LLP

999 W Taylor St STE A

San Jose, California 95126

3.75 miles
5 / 5 (2 ratings)

Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC

1905 The Alameda

San Jose, California 95126

4.06 miles
4.5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

George M. Mattos C.P.A.

San Jose, California 95116

0.43 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Years of Practice
CPA License
In-person Support

Delucchi Hawn, LLP

333 W Santa Clara St # 750

San Jose, California 95113

2.78 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
International Tax
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Hospitality
Construction
Technology
Multi-state Experience
Cross-border Taxation

Lawrence Accountancy Corporation

1602 The Alameda #100

San Jose, California 95126

3.76 miles
5 / 5 (1 ratings)
Accounting
Audit
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Non-profits
QuickBooks
Internal Controls
CPA License

MLP Tax & Financial Services Inc

101 Metro Dr # 650

San Jose, California 95110

3.84 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice
CPA License

CBIZ

111 W St John St #515

San Jose, California 95113

2.56 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Real Estate
Construction
Professional Services
Manufacturing
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation

Moskowitz LLP

2150 N First St 4th Floor

San Jose, California 95131

4.19 miles
5 / 5 (1 ratings)
Bookkeeping
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Technology
Law Firms
Complex Situations
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License

Megan Layman, CPA

4.09 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks

Tracy M Cook CPA

1550 The Alameda UNIT 308

San Jose, California 95126

3.72 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
State-Specific Experience
Multi-state Experience

The Gael Knight Company CPA

1302 Lincoln Ave UNIT 205

San Jose, California 95125

4.14 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Non-profits
Real Estate
Professional Services
QuickBooks
GAAP Compliance
Multi-state Experience
CPA License

Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC

225 W Santa Clara St UNIT 1600

San Jose, California 95113

2.66 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Flournoy Wealth Management

1165 Lincoln Ave #330

San Jose, California 95125

4.12 miles
5 / 5 (1 ratings)

Transitions Wealth Advisors

1100 Lincoln Ave #241

San Jose, California 95125

4.06 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Edward Jones - Financial Advisor: Tevin Mercer

1625 The Alameda #601

San Jose, California 95126

3.83 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers

Merrill Lynch Financial Advisor Dahn Lincoln

50 W San Fernando St 16th Floor

San Jose, California 95113

2.44 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Towne Advisory Services

1165 Lincoln Ave #8730

San Jose, California 95155

4.1 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Startups
Technology
QuickBooks
GAAP Compliance

Global Wealth Partners, Inc.

1764 The Alameda

San Jose, California 95126

3.89 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Real Estate
Risk Management

Stephanie Atalla - Private Wealth Advisor, Ameriprise Financial Services, LLC

225 W Santa Clara St UNIT 1600

San Jose, California 95113

2.66 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
GAAP Compliance

FEI Silicon Valley

1583 Sundown Ln #4657

San Jose, California 95127

1.86 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
International Tax
Forensic Accounting
Mergers and Acquisitions
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting

David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC

225 W Santa Clara St UNIT 1600

San Jose, California 95113

2.66 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Siress Group Inc

1047 Lincoln Ave # 201

San Jose, California 95125

4.04 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Real Estate
Professional Services
Technology
QuickBooks
GAAP Compliance
Internal Controls

InsTax Financial Services

2726 Aborn Rd Suite 201

San Jose, California 95121

4.12 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
QuickBooks
State-Specific Experience
Years of Practice
CPA License
In-person Support

Harshad Shah Financial Services

2690 S White Rd # 245

San Jose, California 95148

3.32 miles
5 / 5 (1 ratings)

Thrive Wealth Solutions LLC

1798 Technology Dr STE 178

San Jose, California 95110

4.02 miles
5 / 5 (1 ratings)

Thomas Woodell - Financial Advisor, Ameriprise Financial Services, LLC

1 S Almaden Blvd Ste 810

San Jose, California 95113

2.74 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Complex Situations
Multi-state Experience
Cross-border Taxation
CPA License

Aaron Jang - Morgan Stanley

225 W Santa Clara St Suite 900

San Jose, California 95113

2.67 miles
5 / 5 (1 ratings)
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
State-Specific Experience
Multi-state Experience
Cross-border Taxation

EVP Accounting

84 W Santa Clara St

San Jose, California 95113

2.5 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
QuickBooks

Familia Tax & Bookkeeping

2114 Senter Rd STE 2

San Jose, California 95112

2.77 miles
5 / 5 (1 ratings)

SkyNet Tax Service

2114 Senter Rd STE 12

San Jose, California 95112

2.74 miles
5 / 5 (1 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

Ashtex Pro

730 Story Rd #6

San Jose, California 95122

1.67 miles
5 / 5 (1 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses

ancileinc

329 Odyssey Ln

Milpitas, California 95035

4.41 miles
5 / 5 (1 ratings)
Business Consulting
Financial Advisory
Outsourced Accounting
Project-Based Engagements
Technology
QuickBooks
Xero
NetSuite
GAAP Compliance
IFRS Compliance
Risk Management
Complex Situations
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services

Padgett Business Services San Jose

871 Coleman Ave Suite 201

San Jose, California 95110

3.54 miles
5 / 5 (1 ratings)

Harris Private Wealth

1735 N First St #301

San Jose, California 95112

3.72 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Multi-state Experience

Pirotta Financial Services Inc

1520 The Alameda #120

San Jose, California 95126

3.69 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience

F&F Tax and Financial Services

1196 S Second St

San Jose, California 95112

2.63 miles
5 / 5 (1 ratings)

AA TAX SERVICE

478 E Santa Clara St # 206

San Jose, California 95112

1.77 miles
5 / 5 (1 ratings)

Tax America

119 S King Rd

San Jose, California 95116

0.18 miles
5 / 5 (1 ratings)

TAC SOLUTION INC

1590 Oakland Rd b208

San Jose, California 95131

3.11 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Professional Services
QuickBooks
Years of Practice

Nopar & Associates

84 W Santa Clara St #700

San Jose, California 95113

2.49 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Entity Structuring
Mergers and Acquisitions
Real Estate
Professional Services
Complex Situations
Multi-state Experience
Years of Practice
CPA License

NCS Corp Global

3372 Methilhaven Ln

San Jose, California 95121

4.05 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
Individual Taxpayers
Non-profits
QuickBooks
Xero
Multi-state Experience
Remote Services

Interamericana Unlimited LLC

2375 Zanker Rd #220

San Jose, California 95131

4.48 miles
5 / 5 (1 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
In-person Support

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.