Auditing and review in San Jose, California

Synqmine Tax Planning and CFO Services is a top-rated accounting firm and tax consultancy located at 1525 McCarthy Boulevard in Milpitas, California. Our team of financial professionals is dedicated to helping businesses and individuals make accurate financial decisions promptly. We specialize in reducing liabilities and maximizing profits for our clients in Santa Clara County. At Synqmine, we offer a full range of tax planning and accounting services to help businesses raise capital, monitor cashflow, track expenses, reduce tax liability, and identify financial trends. Our goal is to improve our client's financial position as they expand and grow into the future.

Roundleaf San Jose is a premier finance institution located at 2055 Junction Avenue in the bustling city of San Jose, California. As a trusted financial partner, Roundleaf provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, wealth management, or assistance with loans and mortgages, our team of experienced professionals is dedicated to providing personalized solutions tailored to your unique needs. With a commitment to excellence and a focus on customer satisfaction, Roundleaf San Jose is the go-to institution for all your financial needs in the heart of Silicon Valley.

College Planning ABC is a finance institution located at 3031 Tisch Way, San Jose, California, United States. We specialize in college planning for middle and high-income families, helping students get admitted to their dream colleges and making it affordable for parents. Our team utilizes extensive resources and knowledge of admissions and financial aid systems to maximize financial aid and merit aid for parents. We offer workshops and webinars to provide expert advice on college planning, saving over $10,000 a year and avoiding costly pitfalls. Our services have helped families save thousands of dollars in college costs, with testimonials from satisfied parents and students. Whether navigating financial aid systems or finding scholarships, College Planning ABC is dedicated to helping families make the best financial decisions for their children's education.

GMG Tax & Business Services is a trusted institution located at 3535 Ross Avenue in San Jose, California, United States. Specializing in accounting, finance, and insurance services, we provide expert guidance and support to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of tax and financial planning, ensuring they achieve their goals and maximize their financial success. Whether you need assistance with tax preparation, bookkeeping, or insurance coverage, GMG Tax & Business Services is here to help. Contact us today to learn more about how we can support your financial needs.

H&R Block is a renowned accounting and finance institution located at 975 The Alameda in San Jose, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting services. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to meet your specific needs. Visit us today to experience top-notch financial services in a convenient and welcoming environment.

H&R Block is a well-known accounting and finance institution located at 2232 Alum Rock Avenue in San Jose, California, United States. With a reputation for providing expert tax preparation and financial services, H&R Block offers a range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax filing, financial planning, or other accounting needs, the professionals at H&R Block are here to assist you. Trust in their expertise and experience to help you navigate the complexities of the financial world.

Almadelia-S Tax Services is a trusted accounting and finance institution located at 5328 Monterey Street in San Jose, California. Our team of experienced professionals is dedicated to providing high-quality tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. With a commitment to excellence and personalized service, Almadelia-S Tax Services is the go-to destination for all your financial needs.

Evergreen Valley College Theater is a state-of-the-art performance venue located in San Jose, California. Situated at 3095 Yerba Buena Road, this dynamic institution offers a wide range of theatrical productions, concerts, and events for the local community and beyond. With a focus on creativity, diversity, and excellence, Evergreen Valley College Theater provides a platform for emerging artists and seasoned professionals to showcase their talents. Whether you're a student, a theater enthusiast, or simply looking for a night of entertainment, this vibrant institution is sure to captivate and inspire audiences of all ages.

AAD Services is a reputable accounting and finance institution located at 2680 South White Road in San Jose, California, United States. With a team of experienced professionals, AAD Services offers a wide range of financial services including tax preparation, bookkeeping, payroll management, and financial consulting. Clients can expect personalized and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, AAD Services is dedicated to providing top-notch financial solutions to meet your needs.

Wellspring Consulting Group is a renowned finance and insurance agency located at 2635 North First Street in San Jose, California, United States. With a team of experienced professionals, they provide expert financial consulting and insurance services to individuals and businesses alike. From investment strategies to risk management solutions, Wellspring Consulting Group is dedicated to helping their clients achieve their financial goals and secure their future. Visit their office in San Jose today to learn more about their comprehensive services.

Financial Journey Partners is a leading finance and insurance agency located at 101 Metro Drive in San Jose, California, United States. Our team of experienced professionals is dedicated to guiding our clients through every step of their financial journey, helping them achieve their goals and secure their futures. Whether you are looking for investment advice, insurance solutions, or retirement planning, we are here to provide personalized and comprehensive services to meet your needs. Trust Financial Journey Partners to be your partner in financial success.

MLP Tax & Financial Services Inc. is an independent tax and financial services firm located at 101 Metro Drive in San Jose, California. Our services include tax planning, return preparation, financial planning, retirement review, educational planning, and estate planning. We also offer investment management services. Our team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Please note that our services are only available in states or jurisdictions where we are properly registered or exempt from registration. Contact us today to learn more about how we can assist you with your financial needs.

Michael Hua is a renowned accounting and finance institution located in San Jose, California. With a prime location at 2055 Junction Avenue, this institution is dedicated to providing top-notch education and training in the field of accounting and finance. Offering a wide range of courses and programs, Michael Hua is committed to helping students develop the skills and knowledge needed to succeed in the competitive world of finance. Whether you are looking to advance your career or start a new one, Michael Hua is the perfect place to achieve your goals.

FIG Capital is a reputable finance institution located at 1091 Lincoln Avenue in San Jose, California. With a strong presence in the United States, FIG Capital offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment opportunities to wealth management, FIG Capital is dedicated to helping clients achieve their financial goals. Their team of experienced professionals provides personalized solutions and expert advice to ensure the success of their clients. Visit FIG Capital today to explore the possibilities for your financial future.

Merrill Lynch Financial Advisor Dahn Lincoln is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Dahn is a graduate of University of California, Los Angeles (UCLA) with a bachelor's degree in Business Economics. He has extensive experience in Financial Services and is fluent in Mandarin Chinese and Japanese. Dahn focuses on helping individuals and families develop personalized plans and strategies through a transparent Goals-Based Wealth Management process. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Dahn aims to provide world-class service built on trust. He believes in constantly searching for the latest and best strategies to provide more value to clients. Dahn currently works out of the downtown San Jose office in Silicon Valley, Northern California. As a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, Dahn takes the time to understand what's important to his clients and provides personalized investment strategies built around their priorities, risk tolerance, time horizon, liquidity needs, and goals. By listening to his clients and understanding their aspirations, Dahn helps them manage, grow, and preserve their wealth while considering the impact it can have for years to come. He believes in developing a financial approach that helps clients pursue their goals and offers sustainable and impact investing options. With access to the investment insights of Merrill and banking solutions from Bank of America, Dahn works with his clients to develop approaches designed to address their financial needs and help them achieve their goals. Through ongoing conversations and reviews, Dahn helps his clients stay on track to achieve what's most important to them. He believes in creating a financial approach that reflects his clients' personalities and life priorities, offering advice to help them address fluctuations in the market and changes in their lives. Working with a dedicated Merrill advisor means clients get personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. Merrill Lynch Financial Advisor Dahn Lincoln prioritizes building strong client relationships based on trust and personalized service, putting clients first every day.

RD's Tax Strategies, Inc. is a reputable accounting and finance institution located at 3190 South Bascom Avenue in San Jose, California. Originally established in 1975 as "RD's Tax & Bookkeeping Service" by Robert Duitz, EA, we have grown to become one of the largest tax preparation firms in Santa Clara County. Despite the challenges posed by the Covid-19 pandemic, we have transitioned to a remote-only firm with all staff members fully vaccinated and following strict safety protocols. Clients can expect unparalleled service as we meticulously review every file to ensure accuracy and optimal outcomes.

Quality Returns-Enrolled Agent is a trusted institution located at 1460 Koll Circle in San Jose, California, specializing in accounting and finance services. Since 1990, we have been assisting small business owners and professionals in reaching their tax and business goals. We offer affordable CFO services for individuals, small businesses, and mid-sized companies in San Jose and Silicon Valley. Our team is dedicated to ensuring that all local, state, and federal tax requirements are met, keeping you informed about changes in the tax code, and finding ways to minimize your tax liability. By handling your bookkeeping and accounting needs, we allow you to focus on running your business efficiently.

Pirotta Financial Services Inc is a reputable accounting and finance institution located in the heart of San Jose, California. With a prime location at 1520 The Alameda, our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to help. Trust Pirotta Financial Services Inc for all your accounting and finance needs in the Silicon Valley area.

Phillips Elaine is a reputable institution specializing in accounting and finance services, located at 1800 Hamilton Avenue in San Jose, California. With a team of experienced professionals, they offer a wide range of financial solutions to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Phillips Elaine is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, they strive to help clients achieve their financial goals and secure their financial future.

RP Accountancy is a reputable institution located at 1777 Hamilton Avenue in San Jose, California, United States. Specializing in accounting and finance, RP Accountancy offers top-notch services to individuals and businesses alike. With a team of experienced professionals, they provide expert advice and solutions tailored to meet the unique needs of their clients. Whether you need assistance with tax preparation, financial planning, or bookkeeping, RP Accountancy is dedicated to helping you achieve your financial goals. Trust RP Accountancy for all your accounting and finance needs.

Maxval CPA is a reputable accounting and finance institution located at 1754 Technology Drive in San Jose, California, United States. Our team of experienced professionals provides a wide range of services including tax planning, auditing, financial consulting, and more. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the business world. Whether you are an individual or a business owner, Maxval CPA is here to provide you with top-notch financial expertise and support.

JM Associates is a reputable accounting and finance institution located at 1648 Alum Rock Avenue in the bustling city of San Jose, California, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, JM Associates is dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

IndigoSpire Advisors, LLC is a leading institution located at 1900 Camden Avenue in San Jose, California, United States. Specializing in real estate taxation advisory and compliance, including Sec. 1031 exchanges, Qualified Opportunity Zone investing, accelerated depreciation, conservation easements, and other tax reduction tools, the firm also offers SEC compliant audit and review services for Regulation Crowdfunding and Regulation A securities issuers. We are excited to announce the launch of our new website, featuring updated content, new imagery, and an improved user experience. Learn more about our services, including information on home tax reform in 2017 and how real estate investors can benefit from 100 percent depreciation on "new-to-you" assets. Our exclusive online tool can help you maximize deductions and optimize your tax strategy. Visit our website to discover how IndigoSpire Advisors, LLC can help you achieve your financial goals.

Wubbels & Duffy, CPA’s, RLLP is a reputable accounting and finance firm located at 999 West Taylor Street in San Jose, California, United States. With a team of experienced and qualified certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Known for their professionalism and attention to detail, Wubbels & Duffy, CPA’s, RLLP is dedicated to helping individuals and businesses achieve their financial goals.

Beacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.

123 We Fix Credit is a finance institution located at 1900 Camden Avenue in San Jose, California. Our dedicated team of experts specializes in helping individuals repair and improve their credit scores. Whether you are looking to buy a home, car, or simply want to boost your credit profile, we are here to provide personalized solutions tailored to your specific needs. With years of experience and a proven track record of success, you can trust 123 We Fix Credit to help you achieve your financial goals. Contact us today to learn more about our services and start your journey towards a better credit future.

Apobridge International is a prestigious accounting and finance institution located at 97 East Brokaw Road in San Jose, California, United States. With a strong reputation for excellence in the financial industry, Apobridge International offers top-notch education and training in accounting and finance to aspiring professionals. The institution prides itself on providing a comprehensive curriculum, experienced faculty, and hands-on learning experiences to prepare students for successful careers in the dynamic world of finance. Whether you are looking to enhance your skills or start a new career path, Apobridge International is the perfect place to achieve your goals in the field of accounting and finance.

Merrill Lynch Financial Advisor Mason McKown is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Mason works with clients to create personalized financial plans to achieve their goals and instill confidence in their family's financial future. With a focus on professionalism and ethics, Mason builds trust and loyalty with his clients by understanding their unique needs and looking out for their best interests. As a Certified Financial Planner, Mason helps clients navigate changes in employment, family, or lifestyle to manage and grow their assets. By leveraging the resources of Merrill Lynch Wealth Management, clients can enjoy more time with their families and pursue their passions, while Mason guides them towards financial success. The institution offers personalized financial planning services centered on clients' goals and priorities, helping them achieve what matters most to them. With a focus on understanding clients' aspirations and providing tailored solutions, Mason helps clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches, Mason ensures clients stay on track to achieve their goals despite changes in their lives or the financial markets. As a Merrill Lynch Wealth Management Advisor, Mason is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Beacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.

Merrill Edge Financial Solutions Advisor is a finance institution located at 5615 Snell Avenue, San Jose, California, United States. They offer online investing, trading, brokerage, and advice services. Clients can get started with Merrill Guided Investing and pay $0 in program fees for 6 months. The institution provides a broad range of brokerage, investment advisory, and financial planning services. Investing in securities involves risks, and there is always the potential of losing money. They offer information on Net Asset Value (NAV) returns and Market price returns. Expense ratios and fees are also disclosed. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a wholly owned subsidiary of BofA Corp.