Best CPA's Nearby

CPA's in 95126

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Sanjay Taxpro Inc | Tax Consultant and Tax Preparation Service in California

3080 Olcott St d127

Santa Clara, California 95054

4.68 miles
4 / 5 (751 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services

Financial Rescue LLC

99 S Almaden Blvd #600

San Jose, California 95113

1.25 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

TruAdvantage

Plaza West, 3031 Tisch Way Suite 110, #1079

San Jose, CA 95128

1.87 miles
4.5 / 5 (193 ratings)

Arechiga & Associates Tax Services

621 E Campbell Ave #19

Campbell, California 95008

2.91 miles
4.5 / 5 (84 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
In-person Support

ASAP Credit Repair Services

123 E San Carlos St #9

San Jose, California 95112

1.77 miles
5 / 5 (70 ratings)

Paramount Tax & Accounting Silicon Valley Central

1475 S Bascom Ave #113

Campbell, California 95008

2.22 miles
4.5 / 5 (69 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
In-person Support

Al Sanchez Income Tax Services

31 S Jackson Ave

San Jose, California 95116

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

Chris Johnson - Assoc. Broker for Affinity Mortgage NMLS #235072

2542 S Bascom Ave STE 185

Campbell, California 95008

3.5 miles
4.5 / 5 (61 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance

Silicon Valley Tax Coach

2021 The Alameda STE 280

San Jose, California 95126

1.42 miles
4.5 / 5 (51 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Technology
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits

Linda Rost's Better Bookkeepers

1.97 miles
4.5 / 5 (50 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
QuickBooks
Remote Services

Strategy Law, LLP - Business and Real Estate Attorneys

1 S Almaden Blvd Suite 700

San Jose, California 95113

1.23 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

0.27 miles
4.5 / 5 (48 ratings)
Tax Preparation

Julia Brown CPA

4020 Moorpark Ave #109

San Jose, California 95117

3.25 miles
4.5 / 5 (48 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
International Tax
Small Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Non-profits
Real Estate
Technology
Complex Situations

Murdock Martell

Suite 100, 900 E Hamilton Ave

Campbell, California 95008

2.41 miles
5 / 5 (40 ratings)
Business Consulting
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Mid-size Businesses
Startups
Technology
Internal Controls
Remote Services

Kal Financial

2542 S Bascom Ave STE 130

Campbell, California 95008

3.51 miles
4 / 5 (46 ratings)

The Tax Professionals LLC

2118 Walsh Ave Ste 208

Santa Clara, California 95050

3.99 miles
5 / 5 (39 ratings)

Silvia's Tax Services

1538 Main St

Santa Clara, California 95050

2.76 miles
4 / 5 (42 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services

ACTAX

311 N Capitol Ave G

San Jose, California 95133

4.92 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

College Planning ABC

Plaza West, 3031 Tisch Way #110

San Jose, California 95128

1.87 miles
5 / 5 (30 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Educational Institutions
Non-profits
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Remote Services
Bilingual Services
Years of Practice
CPA License

Alam One Stop Tax and Accounting Services

2.77 miles
4.5 / 5 (32 ratings)
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits
Years of Practice
CPA License
In-person Support

Tax Armour Inc.

2150 N First St Suite 435

San Jose, California 95131

3.63 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

A Reliable Bookkeeping Service

1790 Winchester Blvd Suite #3

Campbell, California 95008

3 miles
5 / 5 (27 ratings)
Bookkeeping
Payroll
Small Businesses
QuickBooks
Internal Controls
Remote Services

Nuage Digital

1475 S Bascom Ave UNIT 206

Campbell, California 95008

2.21 miles
4.5 / 5 (28 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Tax Preparation
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Healthcare
Construction
Technology
QuickBooks
Multi-state Experience
Remote Services

Flores Income Tax & Real Estate

1652 Alum Rock Ave

San Jose, California 95116

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

accounteam

3031 Tisch Way

San Jose, California 95128

1.87 miles
4.5 / 5 (27 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Non-profits
QuickBooks
GAAP Compliance

Chugh, LLP

1600 Duane Ave

Santa Clara, California 95054

4.42 miles
4.5 / 5 (26 ratings)
Audit
Assurance
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Government Contractors
Non-profits
Real Estate
Healthcare
Professional Services
Technology
Law Firms
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Bilingual Services

Fractions

2033 Gateway Pl 5th Floor, Suite 541

San Jose, California 95110

3.25 miles
5 / 5 (23 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services
In-person Support

Stephen Wong - Bayone Reic

1754 Technology Dr STE 108

San Jose, California 95110

3.08 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

3.91 miles
4.5 / 5 (24 ratings)

Investy Financial Services

919 Story Rd #1200

San Jose, California 95122

3.13 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

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

Abacus Tax and Accounting Inc.

1101 S Winchester Blvd suite e-157

San Jose, California 95128

2.36 miles
4.5 / 5 (20 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Forecasting
Financial Advisory
Small Businesses
Real Estate
Construction
Manufacturing
QuickBooks
Remote Services

Tax Help Office

115 N 4th St #106

San Jose, California 95112

1.74 miles
4.5 / 5 (20 ratings)

NIM Retirement Group

1731 Technology Dr # 570

San Jose, California 95110

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

Cyrus Ghazvini | Omni-Fund, Inc.

3080 Olcott St b120

Santa Clara, California 95054

4.68 miles
5 / 5 (18 ratings)
Real Estate

Maya Tax Services and Notary Public

1211 Park Ave #100

San Jose, California 95126

0.06 miles
4.5 / 5 (18 ratings)

Credit Repair - Blue Water Credit

111 N Market St #374

San Jose, California 95113

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

TaxZerone

690 Saratoga Ave

San Jose, California 95129

3.44 miles
5 / 5 (15 ratings)
Payroll
Tax Preparation
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Large Enterprises
Individual Taxpayers
Non-profits
E-Commerce
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
Multi-state Experience

Fastax

2072 The Alameda

San Jose, California 95126

1.45 miles
4 / 5 (18 ratings)

RC Blackwell's Tax Service

275 Saratoga Ave STE 108

Santa Clara, California 95050

2.7 miles
4.5 / 5 (14 ratings)
Bookkeeping
Audit
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses

Padgett Campbell

51 E Campbell Ave

Campbell, California 95008

3.17 miles
5 / 5 (13 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Freelancers
Individual Taxpayers
QuickBooks
Xero
Multi-state Experience
Remote Services
Years of Practice
CPA License

Patrosso & Associates

1777 Hamilton Ave #1000

San Jose, California 95125

2.09 miles
5 / 5 (13 ratings)

CompuTax Services

256 E Hamilton Ave suite a

Campbell, California 95008

2.75 miles
4 / 5 (14 ratings)

Diaz-Christians Accountancy Corporation

1290 Scott Blvd

Santa Clara, California 95050

2.97 miles
4.5 / 5 (12 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
IRS Representation
Entity Structuring
Outsourced Accounting
Small Businesses
Healthcare
Professional Services
QuickBooks
Remote Services

Sandos

4.29 miles
5 / 5 (11 ratings)
Bookkeeping
Financial Statements
Payroll
Outsourced Accounting
Subscription Pricing
Small Businesses
Startups
Non-profits
QuickBooks
Remote Services

Edgar Law Group, LLP

675 N First St SUITE # 675 6th Floor

San Jose, California 95112

1.82 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

Bay Area Credits

2959 Winchester Blvd #201

Campbell, California 95008

4.38 miles
4 / 5 (13 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers

David Kirst, CPA | San Jose Tax Preparation Expert

675 N First St #975

San Jose, California 95112

1.82 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

1.16 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

3.63 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

3.67 miles
4 / 5 (11 ratings)

Heckman Financial & Insurance Services Inc-HFIS

333 W Santa Clara St #604

San Jose, California 95113

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

ClearBridge Financial LLC/ Larysa Prytula, CFP, CDFA

51 E Campbell Ave # 124

Campbell, California 95008

3.17 miles
5 / 5 (9 ratings)
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax

Private Lender Link, Inc.

991 W Hedding St Suite 108

San Jose, California 95126

1.25 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

3.46 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

1.54 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

1.5 miles
4.5 / 5 (9 ratings)

Tax Consultation of America

88 Tully Rd STE 106

San Jose, California 95111

3.42 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

0.75 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

Josh Bryan Payne: Primerica - Financial Services

PLAZA WEST, 3031 TISCH WAY 110, #1062

San Jose, CA 95128

1.83 miles
4.5 / 5 (8 ratings)
Tax Preparation
Tax Planning
Financial Advisory

Carlyle Mortgage Corporation

1901 S Bascom Ave # 1410

Campbell, California 95008

2.74 miles
4.5 / 5 (8 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation

MCC Financial

1042 W Hedding St STE 220

San Jose, California 95126

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

Cindy Ho Law, APC

333 W Santa Clara St #805

San Jose, California 95113

1.23 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

Lina's Tax Team

69 E Hamilton Ave

Campbell, California 95008

2.8 miles
4 / 5 (7 ratings)
Tax Preparation
Tax Planning
IRS Representation
International Tax
Small Businesses
Individual Taxpayers
Real Estate
Complex Situations
Multi-state Experience
Remote Services
CPA License

Paramount Tax & Acctg - Campbell

1475 S Bascom Ave #113

Campbell, California 95008

2.22 miles
5 / 5 (6 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
In-person Support

TJO & Associates Tax Preparation

274 E Hamilton Ave ste a

Campbell, California 95008

2.7 miles
5 / 5 (6 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
QuickBooks
Internal Controls
Remote Services

JR Financial & Insurance Services

2005 De La Cruz Blvd # 120

Santa Clara, California 95050

2.87 miles
5 / 5 (6 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Real Estate

RP Accountancy

1777 Hamilton Ave #1200

San Jose, California 95125

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

Financial Journey Partners

101 Metro Dr Suite 264

San Jose, California 95110

3.05 miles
5 / 5 (6 ratings)

Michael Hua, CPA

2055 Junction Ave Ste 115

San Jose, California 95131

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

CD Tax & Bookkeeping Services

1262 Hamilton Ave # B

Campbell, California 95008

2.22 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
QuickBooks

D&L Financial Services

280 E Hamilton Ave Ste G

Campbell, California 95008

2.72 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice
In-person Support

Context Wealth Advisors

1901 S Bascom Ave suite 1500

Campbell, California 95008

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

Cheryl Bartlett: Primerica - Financial Services

3031 TISCH WAY, 110 PLAZA WEST SUITE 1062

San Jose, CA 95128

1.83 miles
5 / 5 (5 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Horizon M&A Advisors

51 E Campbell Ave #400g

Campbell, California 95008

3.17 miles
5 / 5 (5 ratings)
Business Consulting
Financial Statements
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO

DONEY ALLIANCE

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

Leal Financial Planning

900 E Hamilton Ave #100

Campbell, California 95008

2.41 miles
5 / 5 (4 ratings)

GoldenPoint Finance

1590 Oakland Rd b102

San Jose, California 95131

4 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

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

Bennet Shay & Company

4675 Stevens Creek Blvd Suite #120

Santa Clara, California 95051

3.8 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Outsourced Accounting
Small Businesses
Non-profits
Real Estate
Healthcare
Manufacturing
Law Firms
QuickBooks

Andrade Tax Service

1565 Alum Rock Ave

San Jose, California 95116

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

Williams Tax Service

901 Campisi Way #120

Campbell, California 95008

2.58 miles
4 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Drake
Remote Services
Years of Practice
In-person Support

Allen & Cook Inc

1530 The Alameda

San Jose, California 95126

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

Accountyfy

1999 S Bascom Ave Suite 700

Campbell, California 95008

2.79 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Technology
QuickBooks
Remote Services

Hovav Tax

4675 Stevens Creek Blvd #110

Santa Clara, California 95051

3.8 miles
5 / 5 (3 ratings)

Nonprofit Accountant San Jose

S Bascom Ave #399-B

San Jose, California 95128

0.96 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Audit
Financial Statements
Payroll
CFO Services
IRS Representation
Budgeting
Forecasting
Financial Advisory
Non-profits
QuickBooks
Xero
Internal Controls

Kartveli CPA Firm

960 Saratoga Ave

San Jose, California 95129

3.59 miles
5 / 5 (3 ratings)

Silicon Valley Financial Group

950 S Bascom Ave #2112

San Jose, California 95128

1.41 miles
5 / 5 (3 ratings)

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

225 W Santa Clara St UNIT 1600

San Jose, California 95113

1.32 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

2.86 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

1.48 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

Edward Jones - Financial Advisor: Steve Duffy

1995 El Camino Real Suite 302

Santa Clara, California 95050

3.08 miles
5 / 5 (3 ratings)
Business Consulting
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Lanette Carey: Primerica - Financial Services

3031 TISCH WAY, 110 PLAZA WEST SUITE 1062

San Jose, CA 95128

1.83 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

MOTO Bookkeeping and Accounting

2010 El Camino Real #1365

Santa Clara, California 95050

3.07 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Financial Statements
QuickBooks

Law Offices of Sun J Chung

84 W Santa Clara St #700

San Jose, California 95113

1.48 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

0.93 miles
5 / 5 (3 ratings)

Wealth Recovery Solutions

255 N Market St #120

San Jose, California 95110

1.46 miles
4.5 / 5 (3 ratings)

Lamberty, Pyle & Associates LLP - CPA Firm Campbell - Accounting Firm Services

901 Campisi Way # 380

Campbell, California 95008

2.57 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Budgeting
Forecasting
Mergers and Acquisitions
Small Businesses
Real Estate
Professional Services
Manufacturing
CPA License

La Jala & Associates

1999 S Bascom Ave 10 floor

Campbell, California 95008

2.8 miles
5 / 5 (2 ratings)

Koehler & Associates, CPA's Inc.

1541 The Alameda

San Jose, California 95126

0.66 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

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

Snow Hartman Fong & Associates

1213 Lincoln Ave UNIT 209

San Jose, California 95125

1.53 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

1.54 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

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

FIG Capital

1091 Lincoln Ave

San Jose, California 95125

1.32 miles
5 / 5 (2 ratings)

RBC Wealth Management Branch - San Jose

99 S Almaden Blvd Suite 300

San Jose, California 95113

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

Werba Rubin Papier | WRP Wealth

1732 N First St St #220

San Jose, California 95112

2.99 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

2.11 miles
5 / 5 (2 ratings)

Whitaker Insurance

1276 Lincoln Ave UNIT 202

San Jose, California 95125

1.62 miles
5 / 5 (2 ratings)

All About Business Services

950 S Bascom Ave

San Jose, California 95128

1.4 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Budgeting
Forecasting
Small Businesses
Startups
Professional Services
QuickBooks
Xero
Remote Services
Years of Practice

Richard Smith & Associates

4030 Moorpark Ave #245

San Jose, California 95117

3.3 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services

Seeba & Associates Inc

1825 Hamilton Ave

San Jose, California 95125

2.1 miles
5 / 5 (2 ratings)

Tax Man

1800 Hamilton Ave # 220

San Jose, California 95125

2.15 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

FREDERICK ACCOUNTANCY for SMALL BUSINESS

900 Lafayette St ste 201-16

Santa Clara, California 95050

2.31 miles
5 / 5 (2 ratings)

Muscara & Pasquinelli CPA'S

1960 The Alameda #150

San Jose, California 95126

1.3 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

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

Robert Lee & Associates, LLP

999 W Taylor St STE A

San Jose, California 95126

0.95 miles
5 / 5 (2 ratings)

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

1905 The Alameda

San Jose, California 95126

1.19 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

3.58 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

1.2 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

0.76 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

3.06 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

1.44 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

3.63 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

MJ Partners LLP

150 E Campbell Ave STE 201

Campbell, California 95008

3.16 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
International Tax
Project-Based Engagements
Small Businesses
SOX Compliance
Internal Controls
Cross-border Taxation
CPA License

Silicon Valley HiTech Accounting, LLC

1999 S Bascom Ave Suite 700

Campbell, California 95008

2.8 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Sales Tax Compliance
Budgeting
Small Businesses
Startups
Individual Taxpayers
Government Contractors
Construction
Technology
QuickBooks
GAAP Compliance
Remote Services
Years of Practice
CPA License

Corrine Hung

900 E Hamilton Ave #100

Campbell, California 95008

2.41 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

Steve Larson Direct, Inc

1999 S Bascom Ave Suite 700

Campbell, California 95008

2.8 miles
5 / 5 (1 ratings)

Victory Finance Inc

2445 Augustine Dr #150

Santa Clara, California 95054

4.98 miles
5 / 5 (1 ratings)

Tracy M Cook CPA

1550 The Alameda UNIT 308

San Jose, California 95126

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

Jonathan Youngberg, CPA

2007 W Hedding St Ste 209

San Jose, California 95128

1.2 miles
5 / 5 (1 ratings)
Audit
Assurance
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Non-profits
GAAP Compliance
Multi-state Experience

Pain Free Payroll

2033 Gateway Pl

San Jose, California 95110

3.24 miles
5 / 5 (1 ratings)
Payroll
Small Businesses
QuickBooks

The Gael Knight Company CPA

1302 Lincoln Ave UNIT 205

San Jose, California 95125

1.65 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

1.32 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

1.45 miles
5 / 5 (1 ratings)

BetterWealth

1475 Saratoga Ave #200

San Jose, California 95129

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

Transitions Wealth Advisors

1100 Lincoln Ave #241

San Jose, California 95125

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

Marshall Fiduciary Services

1190 S Bascom Ave Suite 121

San Jose, California 95128

1.67 miles
5 / 5 (1 ratings)
Financial Advisory
Estate and Trust Tax
Real Estate
Professional Services

Edward Jones - Financial Advisor: Tevin Mercer

1625 The Alameda #601

San Jose, California 95126

0.75 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

1.54 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

1.46 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

0.97 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

1.32 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

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

225 W Santa Clara St UNIT 1600

San Jose, California 95113

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

Eric Han - Financial Advisor, Ameriprise Financial Services, LLC

591 W Hamilton Ave Ste 110

Campbell, California 95008

3.24 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
E-Commerce
Real Estate
Healthcare
Professional Services
Technology
Law Firms
Insurance Agencies
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation
CPA License

Henry Plata - Private Wealth Advisor, Ameriprise Financial Services, LLC

591 W Hamilton Ave Ste 110

Campbell, California 95008

3.24 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
High-net-worth Individuals
QuickBooks
GAAP Compliance
IFRS Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation
CPA License

Ernel Cabanero: Primerica - Financial Services

3031 TISCH WAY, 110 PLAZA WEST SUITE 1062

San Jose, CA 95128

1.83 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services

Siress Group Inc

1047 Lincoln Ave # 201

San Jose, California 95125

1.18 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

Thrive Wealth Solutions LLC

1798 Technology Dr STE 178

San Jose, California 95110

3.16 miles
5 / 5 (1 ratings)

Silicon Valley Accountancy

3150 Old Almaden Rd # 105

San Jose, California 95118

3.93 miles
5 / 5 (1 ratings)
Accounting
Audit
Business Consulting
Tax Preparation
Tax Planning

Miles Consulting Group

Almaden Expy

San Jose, California 95118

3.91 miles
5 / 5 (1 ratings)

Thomas Woodell - Financial Advisor, Ameriprise Financial Services, LLC

1 S Almaden Blvd Ste 810

San Jose, California 95113

1.23 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

1.31 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

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

Securities America Inc

1262 E Hamilton Ave

Campbell, California 95008

2.23 miles
5 / 5 (1 ratings)
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
QuickBooks
Xero
NetSuite
UltraTax
Lacerte
GAAP Compliance
IFRS Compliance
Risk Management
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Remote Services

Montage Capital

#100, 900 E Hamilton Ave

Campbell, California 95008

2.4 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
QuickBooks
Xero
NetSuite
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Remote Services
Bilingual Services

Familia Tax & Bookkeeping

2114 Senter Rd STE 2

San Jose, California 95112

3.63 miles
5 / 5 (1 ratings)

SkyNet Tax Service

2114 Senter Rd STE 12

San Jose, California 95112

3.66 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

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

Fugate Business Solutions

1637 Meridian Ave

San Jose, California 95125

2.2 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

Padgett Business Services San Jose

871 Coleman Ave Suite 201

San Jose, California 95110

1.42 miles
5 / 5 (1 ratings)

Jino Joseph & Associates

3160 De La Cruz Blvd

Santa Clara, California 95054

4.08 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
CFO Services
Tax Preparation
IRS Representation
Estate and Trust Tax
International Tax
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
State-Specific Experience
Remote Services

Harris Private Wealth

1735 N First St #301

San Jose, California 95112

3.01 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

0.72 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

2.16 miles
5 / 5 (1 ratings)

AA TAX SERVICE

478 E Santa Clara St # 206

San Jose, California 95112

2.21 miles
5 / 5 (1 ratings)

Tax America

119 S King Rd

San Jose, California 95116

3.8 miles
5 / 5 (1 ratings)

TAC SOLUTION INC

1590 Oakland Rd b208

San Jose, California 95131

3.99 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

Walker James P CPA

1101 S Winchester Blvd suite d-142

San Jose, California 95128

2.38 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience
CPA License

Pat Stoller Tax Services

920 Saratoga Ave #100

San Jose, California 95129

3.56 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

AB Tax Law APC - California Tax Attorney

2033 Gateway Pl #500

San Jose, California 95110

3.24 miles
5 / 5 (1 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Nopar & Associates

84 W Santa Clara St #700

San Jose, California 95113

1.49 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

Maier-Richmond Accountancy Corporation

3595 Almaden Rd

San Jose, California 95118

4.21 miles
4 / 5 (1 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits

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.