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Snap Advisory - Tax, Accounting, & vCFO
6830 Vía del Oro, San Jose, California, United States
About the Snap Advisory - Tax, Accounting, & vCFO
Snap Advisory is a leading institution in tax, accounting, and vCFO services located in San Jose, California. With a focus on delivering unparalleled value to businesses and individuals, our team of experts provides proven financial insight to help clients achieve their financial goals.
At Snap Advisory, we prioritize a client-centric approach, offering tailored services that address the unique needs of each customer. By avoiding unnecessary resource allocation on irrelevant aspects of their financial journey, we ensure efficiency and effectiveness in our services.
Our institution is dedicated to keeping our clients informed and empowered. Stay up-to-date with valuable insights, industry updates, and expert tips to make informed decisions. Whether you need assistance with taxes, accounting, or virtual CFO services, Snap Advisory is here to support you every step of the way.
Photos of Snap Advisory - Tax, Accounting, & vCFO
6830 Vía del Oro #220, San Jose, CA 95119, United States
Opening hours of Snap Advisory - Tax, Accounting, & vCFO
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Snap Advisory - Tax, Accounting, & vCFO
"I am pleased with Snap Advisory’s service. As a small business owner, the last thing on your mind is bookkeeping and taxes. Their great service allows me to focus on operations and customer experience of my business. Saad and Snap has been a crucial part of my business’ success in the last 12 years."
"O'Neill and Bergado has been doing my business and personal taxes for over 14 years. They have saved me tens of thousands of dollars in that time period and sent bills much lower than I think their work is worth. I have had several accountants in my business career of over 50 years and Patti and Gale are unquestionably the best I have ever seen. My two associates and I started another business in 2018 and I again insisted on O"Neill and Bergado My business partners were hesitant but are now happy that I did. We get excellent advice and service from Gale, Patti and staff. I would recommend them to anyone who demands the best!"
"Patti O'Neill has shepherded us through some complex tax situations with the closure of our SCorp and the aftermath of our relocation from overseas. She is exceptionally well organized. She deals with issues speedily. We recommend her firm wholeheartedly!"
"I have been using the Professional CPA Services of O'Neill & Bergado (specifically Patti O'Neill) for 20+ years now. Additionally, I have recommended and referred Patti O'Neill many of my co-workers, friends, clients and family. Patti and her team really help their clients - they prepare a well thought-out income tax planning packet every year, and it allows me to pull all my year-end documents together and file well in advance of the deadline, with less stress. I've been able to receive prompt email, phone responses if/whenever I have a question. Things have been running smoothly all theses years - there is really no need to look elsewhere. I found a great CPA/Advisor in Patti O'Neill and am happy to continue to use her great service."
"I have been using ONeill and Bergado (specifically Patti ONeill) for over a decade for all of my accounting needs from personal taxes to financial planning questions to business start up advice. Patti is very responsive, clearly explains issues, is extremely patient and very easy to work with. I love the Real World Personal Strategy Note email series - I am constantly forwarding to friends and relatives. I highly recommend Patti and the firm."
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