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TOP 30 Certified tax professional in San Jose, CA
27 results found
Search for local businesses, places and services near you
Audit & Tax Solutions CPA
Audit & Tax Solutions CPA is a reputable accounting and finance institution located at 2498 Westpark Drive in San Jose, California, United States. Specializing in audit and tax services, our team of certified public accountants offers expert financial guidance and support to individuals and businesses alike. With a commitment to accuracy and professionalism, we strive to help our clients navigate the complexities of tax laws and financial reporting requirements. Trust Audit & Tax Solutions CPA for all your accounting and finance needs.
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 4320 Stevens Creek Boulevard in San Jose, California. With over 3 generations of excellence since 1982, the institution offers a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution helps clients navigate the uncertainties of retirement planning in today's world of increased life expectancy, aging populations, and economic volatility. They specialize in managing longevity risk and strategically converting savings into retirement income.
KOSHY P.GEORGE; CPA
KOSHY P. GEORGE; CPA is a reputable accounting and finance institution located at 390 Spar Avenue in San Jose, California, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, KOSHY P. GEORGE; CPA is dedicated to providing top-notch financial services to meet your needs.
John W. Kirk, CPA
John W. Kirk, CPA is a reputable accounting and finance institution located at 567 Hyde Park Drive in San Jose, California, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to accuracy and professionalism has earned them a strong reputation in the industry, making them a trusted choice for individuals and businesses alike. Contact John W. Kirk, CPA for all your accounting and financial needs.
Main Street Accountancy, Inc., CPA
Main Street Accountancy, Inc., CPA is a reputable accounting firm located at 2168 Ringwood Avenue in San Jose, California. Specializing in accounting and finance services, their team of certified public accountants (CPAs) provide expert financial guidance and support to individuals and businesses in the area. With a commitment to professionalism and personalized service, Main Street Accountancy, Inc., CPA is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, you can trust Main Street Accountancy, Inc., CPA to deliver reliable and efficient solutions tailored to your specific needs.
Ball Amanda J CPA
Ball Amanda J CPA is a reputable accounting and finance institution located at 1155 North First Street in San Jose, California, United States. With a team of experienced professionals led by Amanda J Ball, CPA, the institution offers a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Ball Amanda J CPA is dedicated to providing top-notch services tailored to meet your specific needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.
Kyrish CPA Inc.
Kyrish CPA Inc. is a reputable accounting and finance institution located at 3390 Todd Way in San Jose, California. With a team of experienced Certified Public Accountants, Kyrish CPA Inc. offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. The institution is known for its commitment to providing personalized and professional services to individuals and businesses alike. Whether you need assistance with tax planning or financial analysis, Kyrish CPA Inc. is here to help you achieve your financial goals.
Merrill Lynch Financial Advisor C Shawn Warthen
Merrill Lynch Financial Advisor C Shawn Warthen is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Shawn Warthen, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1993. He assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. The institution provides personalized financial plans with the Merrill Personal Wealth Analysis™, supported by a team of experienced professionals dedicated to building strong client relationships. The focus is on helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By using the Investment Personality Assessment, the institution customizes financial approaches to align with each client's preferences and priorities. The goal is to help clients manage, grow, and preserve their wealth while adapting to changes in life and the financial markets. With a focus on personalized service, the institution aims to help clients achieve their financial aspirations and turn their goals into reality. Consultations are held regularly to review progress and make adjustments to financial approaches as needed. The institution is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and the Investments & Wealth Institute®. Investing involves risk, and clients are advised to consult with legal and tax advisors before making financial decisions. The institution offers a range of services, including investment advisory and financial planning.
Merrill Lynch Financial Advisor Judy Y Klink
Merrill Lynch Financial Advisor Judy Y Klink, located at 560 South Winchester Boulevard in San Jose, California, is a finance institution offering personalized wealth management services. With over 25 years of experience in the financial services industry, Judy specializes in creating customized wealth management strategies to help clients achieve their financial goals. She holds a Master's degree in Economics with a focus on Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. Judy takes a comprehensive approach to managing wealth, starting with understanding each client's needs and aspirations. She leverages the investment resources of Merrill and the banking solutions of Bank of America to address all aspects of a client's financial life. Judy is dedicated to providing excellent service and helping clients pursue their financial goals.
Dede George, CPA
Dede George, CPA is a reputable accounting and finance institution located at 4875 Aspen Court in San Jose, California, United States. With a team of skilled professionals led by Certified Public Accountant Dede George, the institution offers expert financial services to individuals and businesses. From tax preparation to financial planning, Dede George, CPA provides personalized and reliable solutions to meet the unique needs of each client. Trustworthy, experienced, and dedicated, Dede George, CPA is committed to helping clients achieve their financial goals with integrity and professionalism.
Essaw & Associates, CPA
Essaw & Associates, CPA is a reputable accounting and finance institution located at 12 South 1st Street in San Jose, California, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing personalized and professional services sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Essaw & Associates, CPA for all your accounting and finance needs.
Merrill Lynch Financial Advisor Huan "Ruth" Lai
. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.
Paul K. Ha, CPA EA
Paul K. Ha, CPA EA is a reputable accounting and finance institution located at 4300 Stevens Creek Boulevard in San Jose, California, United States. With a team of experienced and certified professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, Paul K. Ha, CPA EA is dedicated to providing personalized and high-quality financial solutions to help you achieve your goals.
Jonathan Youngberg, CPA
Jonathan Youngberg, CPA is a reputable accounting and finance institution located at 2007 West Hedding Street in San Jose, California, United States. With a team of experienced professionals led by Jonathan Youngberg, a certified public accountant, this institution offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Jonathan Youngberg, CPA for accurate and reliable financial advice and assistance.
Wubbels & Duffy, CPA’s, RLLP
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.
The Gael Knight Company CPA
The Gael Knight Company CPA is a reputable accounting and finance institution located at 3150 Old Almaden Road in San Jose, California, United States. With a team of experienced Certified Public Accountants, they provide top-notch financial services to individuals and businesses in the area. From tax preparation to financial planning, The Gael Knight Company CPA is dedicated to helping their clients achieve their financial goals with professionalism and expertise.
Brewer & Hulme, CPAs
Brewer & Hulme, CPAs is a reputable accounting and finance institution located at 3150 Almaden Expressway in San Jose, California. 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, Brewer & Hulme, CPAs are dedicated to helping individuals and businesses achieve their financial goals. Visit them today for expert advice and personalized financial solutions.
Mission Society of Enrolled Agents
The Mission Society of Enrolled Agents is a prestigious institution located at 2021 The Alameda in San Jose, California. As a leading authority in accounting and finance, the society is dedicated to providing top-notch education and support to enrolled agents in the United States. With a strong focus on professional development and ethical standards, the Mission Society of Enrolled Agents is committed to helping its members excel in their careers and serve their clients with integrity and expertise. Join us and become a part of a community of skilled and knowledgeable professionals in the field of accounting and finance.
Bharti & Associates CPA
Bharti & Associates CPA is a reputable accounting and finance institution located at 1650 Zanker Road in San Jose, California, United States. Our team of certified public accountants offers a wide range of services including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and client satisfaction, we strive to provide personalized and professional services to meet the unique needs of each individual or business. Contact us today to learn more about how we can help you achieve your financial goals.
Rojas & Associates, CPAs
Rojas & Associates, CPAs is a reputable accounting and finance institution located at 2033 Gateway Place in San Jose, California, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services including tax preparation, auditing, consulting, and bookkeeping. Their commitment to excellence and professionalism ensures that clients receive accurate and reliable financial advice to help them achieve their goals. Whether you are a small business owner or an individual in need of financial guidance, Rojas & Associates, CPAs is dedicated to providing top-notch service tailored to your specific needs.
Robert W. Hayes, CPA
Robert W. Hayes, CPA is a reputable accounting and finance institution located at 4820 Harwood Road in San Jose, California. With a team of experienced and certified public accountants, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to auditing and consulting, Robert W. Hayes, CPA is dedicated to helping their clients achieve their financial goals. Trustworthy and professional, this institution is known for their attention to detail and personalized approach to financial management. Contact them today to see how they can assist with your accounting and finance needs.
Michael Paul CPA
Michael Paul CPA is a reputable accounting and finance institution located at 1975 East Hamilton Avenue in San Jose, California. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, and audit assistance. Whether you are an individual looking for personal tax advice or a business in need of accounting support, Michael Paul CPA is dedicated to providing professional and reliable services to meet your financial needs.
Vasona Accounting
Vasona Accounting, located at 15466 Los Gatos Boulevard in Los Gatos, California, is a reputable institution specializing in accounting and finance services. The founder, originally from Belarus, has been a proud United States citizen since 1998 and holds a summa cum laude degree from San Jose State University. With over 10 years of experience as a Certified Public Accountant, the founder has worked extensively with startup companies and small to medium-sized businesses, providing expertise in accounting processes, financial audits, and strategic planning. Vasona Accounting offers a range of services, including full-cycle accounting, GAAP compliance, R&D tax credit assistance, and financial reporting. As a certified Intuit QuickBooks ProAdvisor, the institution utilizes QuickBooks Online and integrated applications to streamline accounting processes for clients. Specializing in sectors such as SaaS, Biopharmaceutical, Fintech, and Nonprofit, Vasona Accounting has a proven track record of helping companies navigate pre-IPO negotiations, mergers, and acquisitions.
Atwal CPA
Atwal CPA is a reputable accounting and finance institution located at 2755 Guildhall Drive in San Jose, California, United States. Our team of experienced Certified Public Accountants provides a wide range of services including tax preparation, financial planning, and business consulting. We are dedicated to helping individuals and businesses achieve their financial goals with personalized and professional service. Contact us today to schedule a consultation and see how Atwal CPA can help you navigate the complexities of accounting and finance.
All About Business Services
All About Business Services (AABS) is a remote-only bookkeeping firm located at 950 South Bascom Avenue in San Jose, California. Specializing in accounting and finance, our team of highly skilled professionals is dedicated to helping small businesses thrive. We offer monthly bookkeeping in QuickBooks, project work, and 3rd party application integration all in the cloud. Our team leaders are advanced QuickBooks Online experts who leverage technology to make your business run more effectively. At AABS, we believe in setting up an accounting ecosystem that synchronizes with 3rd party systems to meet your unique business needs. We are constantly learning and staying up-to-date on new technology and changes in the industry to provide the best service possible. Our goal is to help you transform your books from a snapshot of the past to a tool for projecting the future.
Thomas J. Glascott, CPA
Thomas J. Glascott, CPA is a renowned accounting and finance institution located at 950 South Bascom Avenue in San Jose, California, United States. With a team of highly skilled and experienced Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, Thomas J. Glascott, CPA is dedicated to providing top-notch professional services tailored to meet your specific needs. Contact them today to schedule a consultation and take your financial management to the next level.
Accountant Partners Small Business Accountant - Long Beach Location
Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
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