Finding the Top Accounting Firms in San Jose, California

Acting as the hub of Silicon Valley, San Jose, California is an attractive place for travelers and locals alike. It’s also a fantastic place to do business if you know where to look.

When it comes to locating the best accounting firms in San Jose, it’s important to understand what makes any CPA firm in San Jose a great accounting firm.

However, for busy professionals and families alike, finding the time to research hundreds of San Jose accountants and San Jose CPA firms can be a time-consuming, confusing, and unclear process.

How do you know what an appropriate fee for a San Jose CPA firm to charge is? What services should they offer in order to meet the needs of their clients? What types of clients do CPA firms in San Jose even serve?

These questions are just a small part of the big picture – the picture that we, at AdvisoryHQ, are used to looking at every day.

We apply a comprehensive selection methodology to each and every firm that comes into our consideration, and we continue to narrow down our selections until we have pinpointed some of the best accountants, CPAs, and tax services in San Jose.

The following is a review of each of those accountants in San Jose, California that have made it onto our list of the Top 9 Best Accounting Firms in San Jose, California.

Best Accounting Firms in San Jose, CA Red Award EmblemAward Emblem: Best Accountants in San Jose, CA

AdvisoryHQ’s List of the Top 9 Best Accounting Firms in San Jose, California

List is sorted alphabetically (click any of the firm names below to go directly to the detailed review section for that San Jose CPA firm):

Click here for 2016’s ranking of the Top 9 Best Accounting Firms in San Jose, CA

Top 9 Best Accounting Firms in San Jose, California | Brief Comparison & Ranking

Top Accounting Firms in San Jose

Highlighted Features

Abbott, Stringham, & LynchAdvantaged industry expertise
Altum Partners, LLCAccounting services for private & public companies
Crawford Pimentel CorporationComprehensive areas of service
Hedge Trackers, LLCTraining Academy provides courses, webinars, & workshop training
Hood & Strong, LLPWide variety of financial consulting services
Johanson & Yau Accountancy CorporationValue-driven approach
LMGW Certified Public Accountants, LLCCompliance, planning, & consultation across a variety of service areas
Robert Lee & AssociatesStrong ties & proven commitment to local community
Sensiba San Felipo (SSF)Dynamic tax planning & compliance services

Table: Top 9 Best Accounting Firms in San Jose | Above list is sorted alphabetically

AdvisoryHQ’s Selection Methodology

What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?

Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.

Detailed Review – Top Ranking Best Accounting Firms in San Jose, California

Below, please find a detailed review of each firm on our list of top accounting firms in San Jose, California. We have highlighted some of the factors that allowed these San Jose accounting firms to score so high in our selection ranking.

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Abbott, Stringham, & Lynch Review

Abbott, Stringham, & Lynch (ASL) is a group of Certified Public Accountants and business advisors offering services to middle-market, privately-held businesses and high-net-worth families and individuals in the greater San Jose area.

As one of the largest local CPA firms in the Silicon Valley, ASL is a great choice for a top-notch accounting firm in San Jose.

Key Factors That Enabled This Firm to Rank as a Top Accounting Firm in San Jose

The following is a listing of key factors that allowed Abbott, Stringham, & Lynch to rank as one of the top 9 accounting firms in San Jose, California.

Serving the Needs of Its Clients

ASL believes that contributing to the financial well-being of its clients allows for a mutual opportunity for growth. Services are tailored to help you address your needs to your best advantage.

A quality-driven process, which always aims to minimize associated risks, has proven to work time and time again. ASL clients can take advantage of the following services:

  • Tax services
  • Assurance and accounting
  • Estate and trusts
  • Business advisory
  • Valuation
  • Start-up advising
  • Corporate governance
  • Internal control
  • Growth management
  • Mergers and acquisitions
  • Succession planning
  • Litigation services
  • Business plans

Abbott, Stringham, & Lynch - san jose cpa firm

Image Source: Abbott, Stringham & Lynch

Advantaged Industry Expertise

With thousands of transactions in a variety of niched industry specialties under their belts, ASL is confident that it has taken the time to understand the needs of its particular industries.

Appropriate structuring, professional service, and individual evaluation are just the start of the process. Here’s a glance at the industry specialties ASL focuses on the most:

  • Manufacturing and distribution
  • Real estate
  • Technology
  • Construction
  • Family wealth and individual tax planning
  • International
  • Recreation and entertainment
  • Emerging businesses
  • Renewable energy
  • Nonprofit

Professional Associations for a Boost

Ties with professional and civic associations are a great way for firms to not only strengthen their business reach, but to create community ties that benefit everyone in the long run.

As one of the top CPA firms in San Jose, ASL has taken the time to foster relationships with dozens of organizations, including:

  • American Institute of Certified Public Accountants (AICPA)
  • Commercial Real Estate Women (CREW) Network
  • Santa Clara County Estate Planning Council
  • Chartered Financial Analyst (CFA) Society of San Francisco

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Altum Partners, LLP Review

Founded in 2010, Altum Partners, LLP is a Certified Public Accountant Firm serving the needs of both individuals and corporate entities through 2 separate San Jose offices

While both offices are located inside the same building, one office focuses on Individual/Flow-Through services, while the other specializes in Corporate services.

Its main goal is to offer strategic, thoughtful, and progressive tax services. This San Jose CPA firm does not sell products and shies away from audit services – their objectivity does not lie with their client’s assets.

Altum Partners, LLP - accounting firms in san jose

Image Source: Top Accounting Firm in San Jose

Key Factors That Enabled This Firm to Rank as a Top Accounting Firm in San Jose

Below we present a list of key factors that enabled Altum Partners, LLP to rank as one of this year’s top 9 accounting firms in San Jose, California.

The Winning Team Model

In order to engage clients, Altum Partners relies on a strong, diverse, and qualified staff who can approach a variety of situations with passion, dedication, and professional expertise.

Altum Partner’s expert staff is aligned along 3 separate functions (individual services, corporate services, and flow-through services), each honing in their craft to be a leading voice in the industry.

Individual Client Services

Through a creative approach, a team environment, and an innovative, tax-managed viewpoint, individual clients of Altum Partners can benefit from a wide range of tailored services. The following is a listing of just a few:

  • Tax preparation
  • Alternative minimum tax optimization
  • Family office services
  • Asset protection strategies
  • Pension and profit sharing plans
  • Charitable giving strategies
  • Estate planning
  • Review of wills, trusts, and estate documents
  • Business succession planning
  • Estate administration and tax compliance
  • Trust and tax planning
  • Stock options planning

The Corporate Advantage

The vital and complex nature of corporate financial services leads many clients to Altum Partners for the ultimate financial experience. Services are guided for both privately-held and publicly-traded companies and include:

  • Sales and use tax analysis and studies
  • Income tax provisions (ASU 740-10)
  • Foreign tax disclosures
  • Stock option and equity compensation issues (FAS 123R)
  • Choice of entity analysis
  • Consulting for mergers and acquisitions
  • Multi-state issues and nexus studies
  • Research and development credit consulting
  • IRS and state tax examination assistance
  • Income tax preparation
  • Section 382 studies and analysis

Altum Partners, LLP - accounting firm in san jose

Image Source: Altum Partner’s, LLP

Follow-Through Services

Altum Partner’s Tax Services Team works with clients to help them reach various economic goals. A focus remains on modeling partnership agreements for tax consequences, allowing appropriate distribution and allocation following an economic deal.

These services can be further broken down into the following categories:

Venture Capital

  • Warrant issues
  • Multi-state tax returns
  • Fund, management company, GP entities
  • Block entities
  • Side funds/affiliate funds
  • Capital account maintenance
  • Carried interest planning
  • Reportable transactions

Real Estate

  • 1031 exchanges
  • Tenant in common properties and reporting
  • Cancellation of debt income and planning
  • Restructuring loans and guarantees
  • Cost of segregation studies
  • 179D energy efficient improvements

Operating Business Partnerships

  • Technical terminations
  • Tax planning
  • Partnership unit grants
  • Choice of entity analysis
  • Joint venture taxation
  • Conversions to corporation form


  • Multi-state and composite tax filings
  • Cancellation of debt issues
  • Choice of entity analysis
  • Late S-elections
  • Private letter rulings for late S-elections
  • Phantom stock plans and stock option plans for S-corporations

Related: Best Accounting Firms in Houston, TX | Ranking | Top Houston Accountants

Crawford Pimentel Corporation Review

As a top San Jose accounting firm, Crawford Pimental Corporation prides itself on providing each and every client with order, availability, predictability, and most importantly, expertise.

The San Jose accountants at Crawford Pimentel are well-equipped to handle a variety of accounting needs, from small local businesses to large, nationally recognized corporations.

No matter what kind of accounting challenges they face, this top San Jose CPA firm is constantly expanding and diversifying their services to match the ever-changing needs of their clientele.

Key Factors That Enabled This Firm to Rank as a Top Accounting Firm in San Jose

Below we present a list of key factors that enabled Crawford Pimentel Corporation to rank as one of this year’s top 9 accounting firms in San Jose, California.

Comprehensive Areas of Service

Part of what makes Crawford Pimentel into such a notable San Jose CPA firm is the wide range of available tax and accounting services. Their tax and accounting areas of expertise include:

  • Accounting and Auditing
  • Tax Consulting and Compliance
  • Information Systems
  • Strategic Planning
  • Business Structuring and Planning
  • Business Valuation
  • U.S. Inbound Investments
  • Mergers and Acquisition Consulting
  • Litigation Services
  • Tax Authority Audit Representation
  • Management Information Systems
  • Accounting Systems Design and Setup
  • Expert Witness Services
  • Financial Planning
  • Income/Gift/Estate Taxation and Planning

​Technology Solutions

With the ever-increasing presence of technology, it is crucial for San Jose CPA firms to stay up-to-date with the latest technological advances.

Not only does this make for an efficient accounting system, but implementing technology also improves cost efficiency over the long term. Technology solutions at Crawford Pimentel include:

  • Block Time Service
  • IT Consulting Services
  • Network Management
  • Network Security
  • Network Support

For clients who are interested in taking advantage of technology solutions, Crawford Pimentel states that they will not only estimate the cost of initial installation, but also any upkeep or maintenance that may be needed. 

General Ledger Accounting

Part of the benefit of partnering with Crawford Pimentel, one of the top accounting firms in San Jose, is that they are fully prepared to support businesses with general ledger accounting needs

With a fully-staffed team of accounting professionals, this San Jose CPA firm can quickly assist businesses with the following ledger software: 

  • QuickBooks
  • PeachTree
  • Sage 50
  • Sage 100
  • American Contractor

​For businesses that are unsure as to which solution is best for them, Crawford Pimentel maintains a QuickBooks ProAdvisor on staff to offer guidance on which QuickBooks software is right for their business.

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Hedge Trackers, LLC Review

First opening its doors in 2000, Hedge Trackers, LLC is a derivative accounting and hedge program management firm located in San Jose, California.

As one of the top CPA firms in San Jose, it offers a holistic suite of guiding services which support the development and management of your financial objectives.

Key Factors That Enabled This Firm to Rank as a Top Accounting Firm in San Jose

Here we have a listing of key points that allowed Hedge Trackers, LLC to rank as one of this year’s top 9 accounting firms in San Jose, California.

Quality Consulting

High-quality consulting services through Hedge Tracker are available for foreign currency, interest rate, and commodity hedge programs.

Each offers clients the tools they need to understand the delicate nuances of that particular space. Whatever the area of consulting, you can rest assured that the following will be addressed:

  • Underlying exposure
  • Derivative valuations
  • Audit support
  • Hedge instrument evaluation
  • Risk management policies
  • Special hedge accounting
  • Disclosure reporting
  • Effectiveness assessment

Outsourced Accounting Services

A derivative, outsourced accounting approach allows clients to maintain control while having access to a world-class staff of specialists who have bountiful experience in their field.

This allows corporations to be simple and effective while mitigating risks and utilizing resources more wisely. Hedge Tracker’s 3 main outsourcing categories are:

  • Foreign currency outsourcing
  • Interest rate outsourcing
  • Commodities outsourcing

The Hedge Trackers Training Academy

Over the years, Hedge Trackers has built a reputation of honesty, integrity, and front-of-the-line business expertise. With this cumulative knowledge, it has taken upon itself to share and educate others about sound financial practices.

The program is dubbed the “Training Academy,” and within it, you’ll find a full catalogue of training courses, webinar series, workshops, and client site training.

Each is designed to help people just like yourself  to better understand a variety of financial subjects so that you can take charge and make educated decisions.

Hood & Strong, LLP Review

While numbers are usually viewed in black and white, Hood & Strong, LLP says it sees “colorful nuances in the numbers.”

Perhaps this is because it takes the time to look at all the “colorful” details between the numbers, such as the client’s goals and financial objectives.

As a firm, Hood & Strong is one of California’s oldest companies, dating all the way back to 1917. Today, it has locations in San Francisco and San Jose, through which it offers tax, audit, and business advisory services.

These services are available to a variety of clients including individuals, businesses, nonprofits, and companies that are just starting up.

Key Factors That Enabled This Firm to Rank as a Top Accounting Firm in San Jose

The following is a list of important factors that enabled Hood & Strong, LLP to rank as one of this year’s top 9 accounting firms in San Jose, California.

Tax Planning Services

Although your tax planning needs may naturally change over time, the innovative and proven approach of Hood & Strong remains consistent and effective.

It works with other organizations to develop and implement tax strategies that allow you to minimize your burden while maintaining the health of your finances.

A variety of tax planning standards applies to individual clients, businesses, and nonprofits with special needs.

The Audit Approach at a Glance

Audits can do more than just assure accuracy; they also serve as a guiding map for the road ahead.

With 100 years of audit experience, the team at Hood & Strong stands ready to identify opportunities that increase the efficiency of your organization.

The Consulting Advantage

With expert guidance, streamlining your business processes can truly set you up for success. Hood & Strong has a highly trained staff of professionals with the sole mission of helping you reach, and even surpass, your financial goals.

It’s consulting services include:

  • Systems reviews
  • Employee benefits
  • Internal audit
  • Sarbanes-Oxley compliance
  • Fraud and forensic engagements
  • Public company reporting
  • Executive compensation
  • Acquisition due diligence

Read More: Best Accounting Firms in New York City, NY | Ranking | New York City Accountants

Johanson & Yau Accountancy Corporation Review

Advising the Silicon Valley area since 1979, Johanson & Yau Accountancy Corporation (JYAC) extends its services beyond general accounting to meet the various financial needs of businesses and individuals alike.

Through its full suite of financial services, JYAC prides itself on being a great communicator and taking a proactive approach with every situation.

Key Factors That Enabled This Firm to Rank as a Top Accounting Firm in San Jose

The following is a listing of key factors that allowed Johanson & Yau Accountancy Corporation to rank as one of the top 9 accounting firms in San Jose, California.

Mission and Values

A good accounting firm usually builds its business upon a foundation of values and objectives which drive it to always be the best. JYAC is no exception, as its operations are guided by the following values:

  • To provide financial “peace of mind” as it helps secure its clients’ future.
  • To be the “go-to” accounting and financial services firm for discerning individuals, organizations, and employees in Silicon Valley.
  • To conduct itself in an ethical manner, maintaining a high degree of integrity.
  • To strive to exceed its clients’ expectations by providing exceptional service.
  • To provide for a productive and rewarding environment for professional growth.
  • To develop and maintain excellent professional, personal, and community relationships.

Johanson & Yau Accountancy Corporation - cpa firms in san jose

Image Source: Johanson & Yau

Industry Specializations

Serving a diverse group of clients allows JYAC to reach a larger scale of clientele, but it still maintains industry-specific standards that best suit the needs of individual trades.

With a high-level of dedication, the firm is ready to meet the needs of every type of client, including:

  • Health care
  • Wholesale and distribution
  • Construction
  • Real estate
  • Manufacturing
  • Nonprofit
  • Technology
  • Professional services

Individual Client Services

Ensuring a healthy financial future stands at the forefront of every client relationship. Individual services are custom-tailored to evaluate your current situation and create a plan for an exceptional future.

Relevant advice is coupled with proactive service to offer the following:

  • Tax planning
  • Estate planning
  • Wealth management
  • Tax preparation
  • Government examinations
  • Retirement planning

Tools of the Trade for Businesses

While traditional accounting and auditing services are the foundation of a good financial strategy, in order to really get ahead in the game, you need a professional that can give you more.

JYAC steps away from a basic accounting approach and takes the time to offer a variety of supplemental services including:

  • Business advisory
  • Accounting system design
  • International tax
  • Tax planning and preparation
  • Mergers and acquisitions
  • Employee benefit plan audits
  • Audit, review, and compilation of financial statements
  • Business formation
  • Succession planning 
  • QuickBooks software implementation

LMGW Certified Public Accountants, LLP Review

LMGW Certified Public Accountants, LLP has been serving the greater San Jose for nearly 40 years by offering highly customized solutions and building meaningful relationships.

Client satisfaction and world-class service lay the foundation for high-level tax, accounting, litigation support, and consultation services.

Key Factors That Enabled This Firm to Rank as a Top Accounting Firm in San Jose

Next, we will present a list of key factors that enabled LMGW Certified Public Accountants, LLP to rank as one of this year’s top 9 accounting firms in San Jose, California.

A Top Rated Firm

Boasting one of the largest and most longstanding client bases in the area, LMGW has been on the receiving end of a variety of acknowledgements.

Backed by its highly trained and professional staff, the firm has been named as the #1 Tax Preparation Firm in Silicon Valley by the Silicon Valley Business Journal for several years running.

Additionally, the firm has been rated as one of the Best Accounting Firms to Work for by Accounting Today in 2009, 2010, 2011, 2012, and 2014.

This should serve as further testament to the skill and dedication that makes LMGW a popular choice in the industry.

The Service Advantage

LMGW believes that complete client satisfaction can be attained by offering timely and outstanding service. As a full-service accounting firm, it offers compliance, planning, and consultation services in the following areas:


  • Tax planning
  • Stock options planning
  • Tax authority representation
  • Not-for-profit organization returns
  • Individual, corporation, partnership, LLC, and LLP returns
  • Multi-state taxation
  • Estate, trust, and gift returns


  • Accounting system setup
  • Payroll tax returns
  • Cash flow forecasting
  • Bookkeeping – monthly, quarterly, annually
  • Business property and sales tax return preparation
  • Financial statement preparation
  • Trust and court accounting services


  • Audits, reviews, and compilations
  • Internal control evaluation
  • Agreed-upon procedures


  • Part-time CFO/controller
  • Business entity selection
  • Valuations
  • Loan package preparation
  • Buying/selling business review
  • Accounting software selection and implementation
  • Estate, trust, and gift planning
  • Financial and retirement consultation

Litigation Support:

  • Expert witness and testimony
  • Business dissolution
  • Personal injury and wrongful death
  • Contract disputes
  • Business valuations
  • Divorce settlements
  • Loss of income

Reaching Clients’ Needs

LMGW has a broad client base which is composed of everyone from individuals to nonprofit organizations.

Within each client sector, the firm identifies the nuances that impact your financial situation and uses those to offer the best service possible. Typical client categories include:

  • Estates and trusts
  • Small businesses
  • Nonprofits
  • Family law support
  • High-net-worth individuals

Related: Best Accounting Firms in Boston, MA | Ranking | Top Boston Accountants

Robert Lee & Associates, LLP Review

Located right in San Jose, Robert Lee & Associates, LLP (RLA) wants you to know it’s not your “average” accounting firm, and that’s exactly how it likes it.

It is a group of entrepreneurs focused on helping clients take their businesses to levels unimagined before through assurance services, tax and advisory, bookkeeping, and more.

Key Factors That Enabled This Firm to Rank as a Top Accounting Firm in San Jose

The following is a list of contributing factors that allowed Robert Lee & Associates, LLP to rank as one of this year’s top 9 accounting firms in San Jose, California.


Since its inception, the RLA team has consistently offered innovative results for its clients.

It understands that each individual, business, and organization is uniquely diverse, which is why it is more than capable to work well with you, as RLA is unlike any other traditional public accounting firm.

This CPA firm in San Jose is able to go beyond clients’ expectations through the following elements of their company philosophy:

  • Being creative and attentive
  • Providing accurate planning
  • Working meticulously and devoting its distinctive skills and business experience to achieve financial goals and objectives for clients

The partners and employees of RLA are sympathetic and responsive to the needs of the community as well as the environment. They show this by volunteering their time and resources for the betterment of their community.

Specialty Overview

From day one, RLA has built a foundation of support for a variety of entrepreneurs, high-net-worth individuals, families, and closely-held businesses.

The importance of creating long-lasting relationships has always taken precedence for the firm, and it continues to serve second and third generations of business owners and families, an accomplishment it is certainly proud of.

Below, you’ll find a listing of just some of the industry specialties RLA focuses on:

  • Not-for-profit
  • Construction industry
  • Manufacturing industry
  • Privately-held businesses
  • Employee benefit plans

An Outstanding Team

RLA’s team of highly skilled tax professionals, CPAs, administrators, support teams, and more, all bring a unique mix of professional experience and personal qualifications to the table.

Each member is carefully selected to reflect the values and mission of the firm, and you can learn more about each member’s contributions and qualifications right here.

cpa firm in san jose

Image Source: Robert Lee & Associates, LLP 

Bookkeeping Services

RLA understands that, as a business owner or nonprofit organization, you have much more important things to do than bookkeeping and managing records. As a client, you have the advantage of the following bookkeeping services:

  • Welcoming customer support
  • Cloud-based storage
  • Management of 1099s
  • Consulting
  • Strong technology platform
  • Online vendor payment system
  • Timely preparation of financial statements
  • Organization of information for tax return preparation purposes
  • General ledger maintenance
  • Designated account manager
  • Daily, weekly, monthly, and quarterly processing of transactions

Tax and Advisory Services

With the multitude of tax law changes (and seemingly more to come), RLA makes it much easier to comply with current regulations and turn a time-consuming task into a much simpler process.

With an expert tax team on hand, it has the ability to handle every level of complexity and can assist with the following:

  • Tax preparation
  • Estate planning
  • Succession planning
  • Extensions
  • Estimate preparation
  • Inheritance tax returns
  • Planning and estate returns

Comprehensive Assurance Services

Timely and accurate assurance services are an important part of your business, and RLA knows that audited financial statements are critical, not only to the organization itself but to all those involved (shareholders, board of directors, lenders, etc.).

It offers comprehensive assurance services with no surprises.

Sensiba San Filippo Review

Sensiba San Filippo (SSF) is one of Northern California’s largest CPA and business consulting firms. It offers office locations in Morgan Hill, Oakland, Pleasanton, San Francisco, San Jose, and San Mateo.

SSF practices with a deep technical expertise and a passion for those it serves.

Key Factors That Enabled This Firm to Rank as a Top Accounting Firm in San Jose

Below you will find a listing of key factors that allowed Sensiba San Filippo to rank as one of this year’s top 9 accounting firms in San Jose, California.

The Industry Advantage

Accounting and tax rules can vary greatly based in the industry to which they apply. Sometimes this may seem unfair, but it’s a fact.

SSF possesses the deep knowledge and technical expertise to understand the specifics of each industry and how tax and accounting regulations apply to each. Some of SSF’s specialty practice groups are:

  • Real estate and construction
  • Agribusiness
  • Venture capital
  • Estate and trust
  • Technology
  • Merger and acquisition
  • Business process assurance
  • Manufacturing and distribution

Audit, Advisory, and Review Services

A personalized audit and advisory approach strengthen the quality of your business. SSF’s team of experts can assure a smooth process that fits your needs and those of your business.

An audit doesn’t necessarily generate a positive reaction, but it can be a great tool in clarifying the status of your business. An assurance review through SSF includes:

  • A review
  • Compilations
  • Agreed-upon procedures

Tax Planning and Compliance

A holistic tax strategy, which is tailored to minimize your exposure to the unknown and maximize your wealth, is exactly what you’ll get, whether you’re a small business, an individual or a national corporation.

SSFs tax services include:

  • Tax return preparation
  • IRS appeals
  • Estate planning
  • Retirement planning
  • Accounting for income taxes
  • Multi-state tax services
  • Business tax services
  • International tax planning and compliance

The Family Office

The demands of managing the intricacies of a family’s finances require someone who is more than just an accountant. You need real-world experience backed by proven strategies that remain flexible to allow for life’s transitions.

SSF utilizes a variety of management tools to eliminate wasteful planning and concentrate on the dimensions that truly apply to your family’s situation. Customizable services include:

  • Tax planning, advisory, and compliance coordination
  • Organization of estate planning
  • Implementation of trust, estate, and gift strategies
  • Cash flow planning and management
  • Financial analysis
  • Philanthropic planning and organization
  • Evaluating business opportunities
  • Managing multiple advisors
  • Consolidated online investment performance reporting

Conclusion – Top 9 Accounting Firms in San Jose, California

As you begin to seek out the services of a qualified CPA firm in San Jose, you now have a unique advantage.

As you carefully analyze the information presented on each San Jose CPA firm, you have a true opportunity to understand the far less noticeable details that matter when doing business.

Anyone can tell you they will help you manage your finances, but not everyone can promise you they are qualified to do it well.

Once you’ve narrowed your choices down to a select one or two San Jose CPA firms, don’t be afraid to make contact with any questions you may have.

Most are more than happy to give you the information you need, and occasionally, you may find a San Jose accounting firm which offers a free consultation, and this is a great benefit as well.

While there is no one right CPA firm in San Jose for everyone, it’s certainly worthwhile to take the time to assess your needs and match them to the various services offered by each San Jose accounting firm. 

After evaluating San Jose accountants, you will hopefully notice that some accountants in San Jose stand out from the others, and the right one for you is among them.

AdvisoryHQ (AHQ) Disclaimer:

Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.

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