TOP 10 Tax advisory firm in San Jose, CA
16 results found
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Mark J Lee Tax & Accounting
● ClosedMark J Lee Tax & Accounting is a professional accounting and finance institution located in San Jose, California. With a focus on providing top-notch tax and accounting services, our experienced team is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to guide you every step of the way. Visit us at 4320 Stevens Creek Boulevard to see how we can help you achieve your financial goals.
4320 Stevens Creek Blvd # 129, San Jose, CA 95129, United States -
Deloitte
● ClosedDeloitte, located at 225 West Santa Clara Street in San Jose, California, is a leading institution in the fields of accounting and finance. With a focus on front-office transformation, Deloitte helps businesses gain a competitive advantage in their industry. The institution offers training and mentorship programs to help individuals succeed in their careers. Deloitte is proud to employ over 3,000 veterans, recognizing their valuable experience and contributions to the workplace. By joining Deloitte's Talent Network, individuals can explore career resources and potential job opportunities. With a team of over 80,000 professionals in the United States, Deloitte is dedicated to serving clients and solving their toughest problems. The institution's culture is one of inclusion, collaboration, high performance, and opportunity, providing professionals with the chance to make a difference on business-critical projects. Deloitte is a part of a global network of member firms, each operating independently to provide top-notch services to clients. Visit www.deloitte.com/about to learn more about Deloitte's global network.
225 W Santa Clara St #600, San Jose, CA 95113, United States -
Creative Planning
● ClosedCreative Planning is a top-ranked independent advisory firm located at 1331 North California Boulevard in Walnut Creek, California. Specializing in finance, we offer comprehensive and customized wealth management services to provide financial peace of mind to clients both locally and globally. Our team of wealth managers in the San Francisco-San Jose Area is dedicated to helping you achieve your financial goals and enjoy a richer way to wealth. By agreeing to provide us with personal information, you can rest assured that it will not be shared with any third party. Contact us today to schedule your free, no-obligation consultation and start planning for a secure financial future.
1331 N California Blvd UNIT 110, Walnut Creek, CA 94596, United States -
Beacon Pointe Advisors
● OpenBeacon 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.
900 E Hamilton Ave #120, Campbell, CA 95008, United States -
Beacon Pointe Advisors
● OpenBeacon 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.
50 W San Fernando St Suite 405, San Jose, CA 95113, United States -
Morgan / Chapman Group
● ClosedThe Morgan/Chapman Group is a leading finance institution located at 99 South Almaden Boulevard in San Jose, California, United States. With a strong reputation for excellence in financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the Morgan/Chapman Group is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
99 S Almaden Blvd Suite 300, San Jose, CA 95113, United States -
Matthew Mendoza
● OpenMatthew Mendoza is a finance institution located at 1999 South Bascom Avenue, Campbell, California, United States. We are dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team is committed to meeting the dynamic needs of each client at every stage of wealth, providing solutions to unique challenges and offering an elevated level of service. Our office at 750 University Avenue Suite 240 in Los Gatos, CA, offers expert guidance to empower your decision-making, seamless financial management for your family and future, and a full suite of financial solutions through our network. We prioritize stability for today and the future of your family, and help you make intelligent investments in your community.
1999 S Bascom Ave Suite 700, Campbell, CA 95008, United States -
Merrill Lynch Financial Advisor Huan "Ruth" Lai
● Open. 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.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Frank, Rimerman + Co. LLP
● ClosedFrank, Rimerman Co. LLP is a prestigious accounting and finance institution located at 60 South Market Street in San Jose, California, United States. With a reputation for excellence and professionalism, this firm specializes in providing top-notch financial services to a wide range of clients. From tax planning and auditing to consulting and advisory services, Frank, Rimerman Co. LLP is dedicated to helping individuals and businesses achieve their financial goals. With a team of highly skilled professionals and a commitment to client satisfaction, this institution is a trusted partner for all your accounting and finance needs.
60 S Market St, San Jose, CA 95113, United States -
GHJ
● OpenGHJ is a leading accounting and finance institution located at 700 Flower Street in Los Angeles, California. Our team of experts offers a wide range of audit, accounting, tax, participations, and advisory services to help drive your mission forward. Whether you are a nonprofit organization or a business looking for local expertise, GHJ is here to provide personalized service with the capabilities of a large firm. Stay ahead in the fast-changing marketplace by partnering with GHJ. Visit us at our Los Angeles or San Jose locations to learn more about how we can help you succeed.
700 Flower St Suite 3300, Los Angeles, CA 90017, United States -
Chavan & Associates LLP
● ClosedChavan & Associates LLP is a premier accounting and finance firm located at 1475 Saratoga Avenue in San Jose, California. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and business consulting. Our goal is to help individuals and businesses achieve their financial goals through personalized and expert advice. Contact us today to learn more about how we can help you succeed financially.
1475 Saratoga Ave, San Jose, CA 95129, United States -
IndigoSpire Advisors, LLC
● ClosedIndigoSpire 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.
1900 Camden Ave, San Jose, CA 95124, United States -
BDO
● ClosedBDO, located at 300 Park Avenue in San Jose, California, is a leading accounting and finance institution that offers valuable insights and services to businesses looking to grow and gain a competitive advantage. With a focus on emerging trends, regulatory updates, and the latest in legal tech, BDO helps businesses navigate risks and opportunities in 2024 and beyond. The San Jose office, situated in the heart of Silicon Valley, provides world-class resources and exceptional service to clients across the Bay Area. BDO's cross-functional teams offer a comprehensive array of assurance, tax, and business advisory services tailored to technology companies, venture capital firms, financial services, and more. With a focus on purpose-driven strategy, BDO empowers its employees to contribute to the firm's success and give back to the community through initiatives like BDO Counts.
300 Park Ave #900, San Jose, CA 95110, United States -
Wang Accountancy Corporation
● ClosedWang Accountancy Corporation is a reputable accounting and finance institution located at 28 North First Street in San Jose, California, United States. With a team of experienced professionals, we provide a wide range of accounting and financial services to individuals and businesses. Our commitment to excellence and personalized service sets us apart from other firms. Whether you need help with tax preparation, bookkeeping, or financial planning, Wang Accountancy Corporation is here to help you achieve your financial goals. Contact us today to schedule a consultation.
28 N First St #900, San Jose, CA 95113, United States -
Pacific Coast Accounting
● ClosedPacific Coast Accounting is a leading institution located at 1172 Murphy Avenue in San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a strong focus on accuracy, efficiency, and client satisfaction, Pacific Coast Accounting is committed to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with all your accounting and finance needs.
1172 Murphy Ave, San Jose, CA 95131, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome 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.
Park Avenue, Long Beach, California 90803, United States
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