Best CPA's Nearby

CPA's in Santa Clara

Search and Find Top Reviewed CPA's Near You

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

3080 Olcott St d127

Santa Clara, California 95054

1.06 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

Teh Financial Coaching

Expedition Ln

Milpitas, California 95035

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

JP Financial & Tax Services

500 E Calaveras Blvd Suite 246

Milpitas, California 95035

4.53 miles
4.5 / 5 (65 ratings)

WealthWise Tax Advisors

379 Jacklin Rd

Milpitas, California 95035

5 miles
4.5 / 5 (52 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Multi-state Experience
Remote Services
Bilingual Services

Silicon Valley Tax Coach

2021 The Alameda STE 280

San Jose, California 95126

3.91 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

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

The Tax Professionals LLC

2118 Walsh Ave Ste 208

Santa Clara, California 95050

1.6 miles
5 / 5 (39 ratings)

Silvia's Tax Services

1538 Main St

Santa Clara, California 95050

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

Kifer CPA

1286 Kifer Rd STE 116

Sunnyvale, California 94086

2.05 miles
4.5 / 5 (34 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
International Tax
High-net-worth Individuals
Cross-border Taxation
Bilingual Services

Tax Armour Inc.

2150 N First St Suite 435

San Jose, California 95131

2.52 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

Thuy Tran - CPA* Realtor

860 Hillview Ct #300

Milpitas, California 95035

4.91 miles
4.5 / 5 (28 ratings)

Chugh, LLP

1600 Duane Ave

Santa Clara, California 95054

0.93 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

SYNQMINE Tax Consultant and CFO Services

1525 McCarthy Blvd Suite 1082

Milpitas, California 95035

2.5 miles
5 / 5 (24 ratings)
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Non-profits
Technology
Multi-state Experience
Remote Services

Fractions

2033 Gateway Pl 5th Floor, Suite 541

San Jose, California 95110

2.48 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

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

Ami Shah CPA

2570 N First St St 200

San Jose, California 95131

2.11 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

Roundleaf San Jose

2055 Junction Ave Ste 115

San Jose, California 95131

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

Martinez Corp. Taxes and Insurance

3569 Benton St #4404

Santa Clara, California 95051

3.68 miles
4 / 5 (23 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

Empyreal Accountancy LLP

1879 Lundy Ave STE 229

San Jose, California 95131

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

Tax Help Office

115 N 4th St #106

San Jose, California 95112

5.43 miles
4.5 / 5 (20 ratings)

NIM Retirement Group

1731 Technology Dr # 570

San Jose, California 95110

2.96 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

1.06 miles
5 / 5 (18 ratings)

Mudra Tax Services

2880 Zanker Rd

San Jose, California 95134

1.86 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

Credit Repair - Blue Water Credit

111 N Market St #374

San Jose, California 95113

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

Fastax

2072 The Alameda

San Jose, California 95126

3.88 miles
4 / 5 (18 ratings)

RC Blackwell's Tax Service

275 Saratoga Ave STE 108

Santa Clara, California 95050

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

Jessie Tax Services

1491 S Wolfe Rd

Sunnyvale, California 94087

4.35 miles
4.5 / 5 (14 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Remote Services
CPA License

Diaz-Christians Accountancy Corporation

1290 Scott Blvd

Santa Clara, California 95050

3 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

1.5 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

4.55 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

Altia Enterprise

1313 N Milpitas Blvd ste 119

Milpitas, California 95035

4.9 miles
5 / 5 (10 ratings)
Bookkeeping
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services

David Kirst, CPA | San Jose Tax Preparation Expert

675 N First St #975

San Jose, California 95112

4.55 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

4.19 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

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

Private Lender Link, Inc.

991 W Hedding St Suite 108

San Jose, California 95126

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

De Guzman & Cadieux CPA's

16 Corning Ave # 262

Milpitas, California 95035

3.8 miles
5 / 5 (8 ratings)

Ohara & Associates LLC

1570 The Alameda #217

San Jose, California 95126

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

MCC Financial

1042 W Hedding St STE 220

San Jose, California 95126

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

Profound Consulting Group

830 Stewart Dr

Sunnyvale, California 94085

2.68 miles
5 / 5 (6 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Startups
Individual Taxpayers
QuickBooks
Remote Services

JR Financial & Insurance Services

2005 De La Cruz Blvd # 120

Santa Clara, California 95050

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

Financial Journey Partners

101 Metro Dr Suite 264

San Jose, California 95110

2.92 miles
5 / 5 (6 ratings)

Michael Hua, CPA

2055 Junction Ave Ste 115

San Jose, California 95131

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

Huang Christopher CPA

1879 Lundy Ave STE 122

San Jose, California 95131

3.85 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

sFoundation Inc.

4500 Great America Pkwy #117

Santa Clara, California 95054

0.92 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Technology
QuickBooks
Remote Services

GoldenPoint Finance

1590 Oakland Rd b102

San Jose, California 95131

3.78 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

Bennet Shay & Company

4675 Stevens Creek Blvd Suite #120

Santa Clara, California 95051

4.91 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

Do Le & Co

2150 Ringwood Ave

San Jose, California 95131

3.56 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

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

Hovav Tax

4675 Stevens Creek Blvd #110

Santa Clara, California 95051

4.91 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

5.42 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

2.98 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

5.53 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

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

Hahn Karen a CPA CVA (Work)

500 E Calaveras Blvd #333

Milpitas, California 95035

4.53 miles
5 / 5 (3 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
CPA License

MOTO Bookkeeping and Accounting

2010 El Camino Real #1365

Santa Clara, California 95050

2.92 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

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

Payroll by X-Act Computer Service Inc.

1270 Lawrence Station Rd ste i

Sunnyvale, California 94089

2.09 miles
5 / 5 (3 ratings)

Wealth Recovery Solutions

255 N Market St #120

San Jose, California 95110

5.24 miles
4.5 / 5 (3 ratings)

Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services, LLC

3945 Freedom Cir Ste 460

Santa Clara, California 95054

0.75 miles
4 / 5 (3 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
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

TEVA Solutions Inc

333 Cobalt Way #106

Sunnyvale, California 94085

2.03 miles
5 / 5 (2 ratings)
Bookkeeping
Payroll
CFO Services
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Professional Services
Law Firms
QuickBooks
Remote Services
Bilingual Services

Quality Returns-Enrolled Agent

1460 Koll Cir Suite D

San Jose, California 95112

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

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

225 W Santa Clara St UNIT 1600

San Jose, California 95113

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

Wellspring Consulting Group

2635 N First St #201

San Jose, California 95134

1.84 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

New Assets Investment Advisors LLC

1525 McCarthy Blvd #1083

Milpitas, California 95035

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

Werba Rubin Papier | WRP Wealth

1732 N First St St #220

San Jose, California 95112

3.14 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

Ontimetaxfilings

1001 S Main St

Milpitas, California 95035

3.65 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services

FREDERICK ACCOUNTANCY for SMALL BUSINESS

900 Lafayette St ste 201-16

Santa Clara, California 95050

3.14 miles
5 / 5 (2 ratings)

Muscara & Pasquinelli CPA'S

1960 The Alameda #150

San Jose, California 95126

4.04 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

Robert Lee & Associates, LLP

999 W Taylor St STE A

San Jose, California 95126

4.47 miles
5 / 5 (2 ratings)

Neeka Corporation

1 N Main St #4

Milpitas, California 95035

3.99 miles
4.5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Startups

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

1905 The Alameda

San Jose, California 95126

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

TB Accounting Services, LLC

690 Aldo Ave

Santa Clara, California 95054

1.03 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Startups
Government Contractors
Non-profits
Construction
Contractors
Professional Services
Manufacturing
Technology
QuickBooks
Xero
NetSuite
Sage
Remote Services

Lawrence Accountancy Corporation

1602 The Alameda #100

San Jose, California 95126

4.64 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

2.93 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

5.33 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

2.52 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

Harrigan & Brient Associates, Inc

1313 N Milpitas Blvd # 171

Milpitas, California 95035

4.9 miles
5 / 5 (1 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
Years of Practice

SageView Advisory Group

2570 N First St #200

San Jose, California 95131

2.1 miles
5 / 5 (1 ratings)

Victory Finance Inc

2445 Augustine Dr #150

Santa Clara, California 95054

0.79 miles
5 / 5 (1 ratings)

Isabel Chiu & Co LLP

838 N Hillview Dr

Milpitas, California 95035

5.3 miles
5 / 5 (1 ratings)

Tracy M Cook CPA

1550 The Alameda UNIT 308

San Jose, California 95126

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

Pain Free Payroll

2033 Gateway Pl

San Jose, California 95110

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

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

225 W Santa Clara St UNIT 1600

San Jose, California 95113

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

Edward Jones - Financial Advisor: Tevin Mercer

1625 The Alameda #601

San Jose, California 95126

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

Global Wealth Partners, Inc.

1764 The Alameda

San Jose, California 95126

4.39 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

5.42 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

5.42 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

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

Thrive Wealth Solutions LLC

1798 Technology Dr STE 178

San Jose, California 95110

2.75 miles
5 / 5 (1 ratings)

Aaron Jang - Morgan Stanley

225 W Santa Clara St Suite 900

San Jose, California 95113

5.43 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

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

ancileinc

329 Odyssey Ln

Milpitas, California 95035

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

Padgett Business Services San Jose

871 Coleman Ave Suite 201

San Jose, California 95110

4.15 miles
5 / 5 (1 ratings)

Jino Joseph & Associates

3160 De La Cruz Blvd

Santa Clara, California 95054

1.43 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

3.04 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

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

TAC SOLUTION INC

1590 Oakland Rd b208

San Jose, California 95131

3.78 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

AB Tax Law APC - California Tax Attorney

2033 Gateway Pl #500

San Jose, California 95110

2.48 miles
5 / 5 (1 ratings)

Nopar & Associates

84 W Santa Clara St #700

San Jose, California 95113

5.53 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

Interamericana Unlimited LLC

2375 Zanker Rd #220

San Jose, California 95131

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

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.