Best CPA's Nearby

CPA's in San Jose

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Loan Factory - We Dare You to Compare

2195 Tully Rd

San Jose, California 95122

5.68 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

6.38 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

6.92 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

Ascend Finance Corp.

90 Great Oaks Blvd # 204

San Jose, California 95119

3.02 miles
4.5 / 5 (314 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks

FIVE STAR INCOME TAX SERVICE, LLC

2180 Story Rd #202

San Jose, California 95122

6.89 miles
4.5 / 5 (216 ratings)

TruAdvantage

Plaza West, 3031 Tisch Way Suite 110, #1079

San Jose, CA 95128

8.12 miles
4.5 / 5 (193 ratings)

S & S Tax Service

175 Bernal Rd #240

San Jose, California 95119

3.22 miles
4.5 / 5 (89 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
QuickBooks
State-Specific Experience
Local Tax Credits

GMG TAXES, INSURANCE & BUSINESS SERVICES

3535 Ross Ave Ste 307

San Jose, California 95124

4.85 miles
4.5 / 5 (84 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Bilingual Services
In-person Support

ASAP Credit Repair Services

123 E San Carlos St #9

San Jose, California 95112

6.7 miles
5 / 5 (70 ratings)

Al Sanchez Income Tax Services

31 S Jackson Ave

San Jose, California 95116

7.77 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

6.04 miles
4.5 / 5 (66 ratings)

GPS-Golden Professional Services, Inc.

2470 Berryessa Rd # F

San Jose, California 95133

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

Silicon Valley Tax Coach

2021 The Alameda STE 280

San Jose, California 95126

8.56 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

Strategy Law, LLP - Business and Real Estate Attorneys

1 S Almaden Blvd Suite 700

San Jose, California 95113

7.01 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

7.21 miles
4.5 / 5 (48 ratings)
Tax Preparation

Julia Brown CPA

4020 Moorpark Ave #109

San Jose, California 95117

9.18 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

KNL & Company, CPA

2037 Rosswood Dr

San Jose, California 95124

5.6 miles
5 / 5 (45 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Freelancers
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
CPA License

Snap Advisory - Tax, Accounting, & vCFO

6830 Vía del Oro #220

San Jose, California 95119

3.08 miles
4.5 / 5 (36 ratings)
Bookkeeping
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Manufacturing
QuickBooks
Xero
NetSuite
FreshBooks
Remote Services

ACTAX

311 N Capitol Ave G

San Jose, California 95133

8.6 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

8.12 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

Tax Armour Inc.

2150 N First St Suite 435

San Jose, California 95131

10.33 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

9.2 miles
4 / 5 (29 ratings)

Flores Income Tax & Real Estate

1652 Alum Rock Ave

San Jose, California 95116

7.47 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

8.12 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

Apoyo Financiero San Jose-Blossom Hill

636 Blossom Hill Rd

San Jose, California 95123

0.78 miles
4.5 / 5 (25 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services

Fractions

2033 Gateway Pl 5th Floor, Suite 541

San Jose, California 95110

10.1 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

9.82 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

4.46 miles
4.5 / 5 (24 ratings)

Ami Shah CPA

2570 N First St St 200

San Jose, California 95131

10.93 miles
4 / 5 (25 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
International Tax
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

Investy Financial Services

919 Story Rd #1200

San Jose, California 95122

6.09 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

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

Empyreal Accountancy LLP

1879 Lundy Ave STE 229

San Jose, California 95131

10.68 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

Abacus Tax and Accounting Inc.

1101 S Winchester Blvd suite e-157

San Jose, California 95128

7.77 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

7.21 miles
4.5 / 5 (20 ratings)

NIM Retirement Group

1731 Technology Dr # 570

San Jose, California 95110

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

Mudra Tax Services

2880 Zanker Rd

San Jose, California 95134

11.68 miles
4 / 5 (20 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
Non-profits
Multi-state Experience
Remote Services
CPA License
In-person Support

Maya Tax Services and Notary Public

1211 Park Ave #100

San Jose, California 95126

7.19 miles
4.5 / 5 (18 ratings)

Credit Repair - Blue Water Credit

111 N Market St #374

San Jose, California 95113

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

TaxZerone

690 Saratoga Ave

San Jose, California 95129

9.29 miles
5 / 5 (15 ratings)

Fastax

2072 The Alameda

San Jose, California 95126

8.58 miles
4 / 5 (18 ratings)

Patrosso & Associates

1777 Hamilton Ave #1000

San Jose, California 95125

5.82 miles
5 / 5 (13 ratings)

Edgar Law Group, LLP

675 N First St SUITE # 675 6th Floor

San Jose, California 95112

8.05 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

8.05 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

8.25 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

10.33 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

7.45 miles
4 / 5 (11 ratings)

Heckman Financial & Insurance Services Inc-HFIS

333 W Santa Clara St #604

San Jose, California 95113

7.09 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

3.85 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

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

Pay 'n Time

6475 Camden Ave #100

San Jose, California 95120

2.56 miles
5 / 5 (9 ratings)
Payroll
Tax Preparation
Small Businesses
Mid-size Businesses

Potentia Tax

1226 Lincoln Ave # 110

San Jose, California 95125

5.63 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

6.04 miles
4.5 / 5 (9 ratings)

Tax Consultation of America

88 Tully Rd STE 106

San Jose, California 95111

4.27 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

7.75 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

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

MCC Financial

1042 W Hedding St STE 220

San Jose, California 95126

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

Resource Business Partners Inc

20252 Viewcrest Ct

San Jose, California 95120

2.26 miles
4.5 / 5 (8 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Construction
Contractors
Professional Services
Technology
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services

High Tech Insurance Services

1669 Flanigan Dr

San Jose, California 95121

5.04 miles
4.5 / 5 (8 ratings)

B & R Accounting

1900 Camden Ave #204

San Jose, California 95124

5.21 miles
5 / 5 (7 ratings)

Tax Magic Inc

4100 Monterey Rd #116

San Jose, California 95111

2.33 miles
5 / 5 (7 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Local Tax Credits
Bilingual Services

Cindy Ho Law, APC

333 W Santa Clara St #805

San Jose, California 95113

7.09 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

Martin Lowe, CPA

4595 Salina Dr

San Jose, California 95124

6.01 miles
5 / 5 (6 ratings)
Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
Years of Practice
CPA License
In-person Support

RP Accountancy

1777 Hamilton Ave #1200

San Jose, California 95125

5.83 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

6.08 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

9.75 miles
5 / 5 (6 ratings)

DVTAXSOLUTIONS

2731 McLaughlin Ave

San Jose, California 95121

4.31 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

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

Edward L. Grant, CPA

6920 Santa Teresa Blvd #108

San Jose, California 95119

3.1 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Professional Services

Be Legit Books

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

Cheryl Bartlett: Primerica - Financial Services

3031 TISCH WAY, 110 PLAZA WEST SUITE 1062

San Jose, CA 95128

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

PLM Lender Services Inc

5446 Thornwood Dr

San Jose, California 95123

1.66 miles
5 / 5 (5 ratings)
Audit
Real Estate
Risk Management

Marine Coast Financial

1936 Camden Ave

San Jose, California 95124

5.36 miles
4.5 / 5 (5 ratings)
Business Consulting
Tax Planning
Financial Advisory
Real Estate
Automotive

Huang Christopher CPA

1879 Lundy Ave STE 122

San Jose, California 95131

10.68 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

Kyrish CPA Inc.

3390 Todd Way

San Jose, California 95124

5.21 miles
5 / 5 (4 ratings)

CompuTax Services San Jose

1340 Tully Rd #314

San Jose, California 95122

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

GoldenPoint Finance

1590 Oakland Rd b102

San Jose, California 95131

9.94 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

4.47 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

6.04 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

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

Grindy Tax Service, Inc

2247 Camden Ave

San Jose, California 95124

6.14 miles
5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

1point-solutions

1920 Bagpipe Way

San Jose, California 95121

4.59 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

Frey & Associates

3880 S Bascom Ave # 116

San Jose, California 95124

6.45 miles
4.5 / 5 (4 ratings)

RAS Business Services

3136 Story Rd # A

San Jose, California 95127

7.7 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

11.13 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

7.73 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

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

Nonprofit Accountant San Jose

S Bascom Ave #399-B

San Jose, California 95128

7.64 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

9.14 miles
5 / 5 (3 ratings)

Silicon Valley Financial Group

950 S Bascom Ave #2112

San Jose, California 95128

7.03 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

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

Paige Fiduciary Services

2059 Camden Ave #344

San Jose, California 95124

5.78 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

Silicon Valley Capital Partners

1731 Technology Dr #810

San Jose, California 95110

9.62 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

7.02 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

Lanette Carey: Primerica - Financial Services

3031 TISCH WAY, 110 PLAZA WEST SUITE 1062

San Jose, CA 95128

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

AI Business Accountant

3.58 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

7.02 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

6.33 miles
5 / 5 (3 ratings)

Stupachenko Tax

6501 Crenshaw Ct

San Jose, California 95120

2.6 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice

Wealth Recovery Solutions

255 N Market St #120

San Jose, California 95110

7.31 miles
4.5 / 5 (3 ratings)

Tax Wellness LLC

6178 Bollinger Rd suite 103

San Jose, California 95129

10.9 miles
4.5 / 5 (3 ratings)

Koehler & Associates, CPA's Inc.

1541 The Alameda

San Jose, California 95126

7.7 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

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

Timothy Allen, CPA

6155 Almaden Expy suite 410

San Jose, California 95120

2.46 miles
5 / 5 (2 ratings)

Keerthi Accounting and Tax Services Inc

2901 The Villages Pkwy

San Jose, California 95135

4.95 miles
5 / 5 (2 ratings)

Pfahnl & Hunt Accountancy Corporation

6830 Vía del Oro #107

San Jose, California 95119

3.08 miles
5 / 5 (2 ratings)

AAD Services

2680 S White Rd Suite 160

San Jose, California 95148

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

Snow Hartman Fong & Associates

1213 Lincoln Ave UNIT 209

San Jose, California 95125

5.64 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

6.87 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

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

FIG Capital

1091 Lincoln Ave

San Jose, California 95125

5.84 miles
5 / 5 (2 ratings)

RBC Wealth Management Branch - San Jose

99 S Almaden Blvd Suite 300

San Jose, California 95113

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

Wellspring Consulting Group

2635 N First St #201

San Jose, California 95134

11.12 miles
5 / 5 (2 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
QuickBooks
Xero
GAAP Compliance

Robert Galindo, LPL Financial

3880 S Bascom Ave #210

San Jose, California 95124

6.43 miles
5 / 5 (2 ratings)

Werba Rubin Papier | WRP Wealth

1732 N First St St #220

San Jose, California 95112

9.59 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

Budwal & Associates.

329 Piercy Rd

San Jose, California 95138

2.73 miles
5 / 5 (2 ratings)

Fireside Tax Consulting Inc

1975 Hamilton Ave

San Jose, California 95125

6.04 miles
5 / 5 (2 ratings)

Whitaker Insurance

1276 Lincoln Ave UNIT 202

San Jose, California 95125

5.55 miles
5 / 5 (2 ratings)

All About Business Services

950 S Bascom Ave

San Jose, California 95128

7.04 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

9.17 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

On Time Bookkeeping Service

6980 Santa Teresa Blvd #160

San Jose, California 95119

3.19 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Financial Statements
Payroll
Small Businesses
QuickBooks

Seeba & Associates Inc

1825 Hamilton Ave

San Jose, California 95125

5.9 miles
5 / 5 (2 ratings)

Tax Man

1800 Hamilton Ave # 220

San Jose, California 95125

5.85 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

8.4 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

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

Robert Lee & Associates, LLP

999 W Taylor St STE A

San Jose, California 95126

7.97 miles
5 / 5 (2 ratings)

Lutchansky Dan CPA

4456 Desin Dr

San Jose, California 95118

3.03 miles
5 / 5 (2 ratings)

Monica Bellizzi - Thrivent

6066 McAbee Rd

San Jose, California 95120

2.68 miles
4.5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory

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

1905 The Alameda

San Jose, California 95126

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

Sun Wealth Advisor

5446 Thornwood Dr Suite 101

San Jose, California 95123

1.66 miles
5 / 5 (1 ratings)

Tax Force Inc

7052 Santa Teresa Blvd #305

San Jose, California 95139

3.33 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Remote Services
CPA License

George M. Mattos C.P.A.

San Jose, California 95116

7.43 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

7.08 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

7.79 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

9.75 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

7.21 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

10.33 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

SageView Advisory Group

2570 N First St #200

San Jose, California 95131

10.93 miles
5 / 5 (1 ratings)

Tracy M Cook CPA

1550 The Alameda UNIT 308

San Jose, California 95126

7.73 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

8.25 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

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

Ynchausti & Company, CPA, Inc

5369 Camden Ave #200

San Jose, California 95124

4.1 miles
5 / 5 (1 ratings)

The Gael Knight Company CPA

1302 Lincoln Ave UNIT 205

San Jose, California 95125

5.52 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

Hayes Accounting Solutions

5488 Judith St APT 2

San Jose, California 95123

0.68 miles
5 / 5 (1 ratings)

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

225 W Santa Clara St UNIT 1600

San Jose, California 95113

7.09 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

5.72 miles
5 / 5 (1 ratings)

BetterWealth

1475 Saratoga Ave #200

San Jose, California 95129

9.29 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

5.76 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

6.84 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

7.82 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

6.87 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

5.71 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

8.05 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

7.09 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

6.99 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

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

Hendershott Wealth Management

2570 N First St Second Floor

San Jose, California 95131

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

Ernel Cabanero: Primerica - Financial Services

3031 TISCH WAY, 110 PLAZA WEST SUITE 1062

San Jose, CA 95128

8.1 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

5.98 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

5.08 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

6.04 miles
5 / 5 (1 ratings)

Thrive Wealth Solutions LLC

1798 Technology Dr STE 178

San Jose, California 95110

9.91 miles
5 / 5 (1 ratings)

Silicon Valley Accountancy

3150 Old Almaden Rd # 105

San Jose, California 95118

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

Miles Consulting Group

Almaden Expy

San Jose, California 95118

3.35 miles
5 / 5 (1 ratings)

Thomas Woodell - Financial Advisor, Ameriprise Financial Services, LLC

1 S Almaden Blvd Ste 810

San Jose, California 95113

7.01 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

7.08 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

7.02 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

4.68 miles
5 / 5 (1 ratings)

SkyNet Tax Service

2114 Senter Rd STE 12

San Jose, California 95112

4.71 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

5.9 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

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

Catch All Bookkeeping

3.19 miles
5 / 5 (1 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
QuickBooks

Padgett Business Services San Jose

871 Coleman Ave Suite 201

San Jose, California 95110

8.29 miles
5 / 5 (1 ratings)

Harris Private Wealth

1735 N First St #301

San Jose, California 95112

9.67 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

7.71 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

5.67 miles
5 / 5 (1 ratings)

AA TAX SERVICE

478 E Santa Clara St # 206

San Jose, California 95112

7.1 miles
5 / 5 (1 ratings)

Tax America

119 S King Rd

San Jose, California 95116

7.37 miles
5 / 5 (1 ratings)

TAC SOLUTION INC

1590 Oakland Rd b208

San Jose, California 95131

9.94 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

RD's Tax Strategies, Inc.

3190 S Bascom Ave #205

San Jose, California 95124

6.22 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Multi-state Experience
Remote Services

Walker James P CPA

1101 S Winchester Blvd suite d-142

San Jose, California 95128

7.81 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

9.16 miles
5 / 5 (1 ratings)

AB Tax Law APC - California Tax Attorney

2033 Gateway Pl #500

San Jose, California 95110

10.1 miles
5 / 5 (1 ratings)

Nopar & Associates

84 W Santa Clara St #700

San Jose, California 95113

7.02 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

4.62 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

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

Maier-Richmond Accountancy Corporation

3595 Almaden Rd

San Jose, California 95118

3.17 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.