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Silicon Valley Accounting & Tax Firm

(6)

Services For Individuals, Tax Services, Industries

“Taking care of the structure & set up of my small business and helping in tax planning were all done in an expedited manner and it was a pleasure to work with.”

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Pesta & Pesta Wealth Management

(9)

Financial Planning, Investment Management, Tax Planning

“I am recommending Pesta and Pesta, because I have never felt pressured to follow one of their suggestions, they invest at a level I feel comfortable, they never change my investments without informing me first, they are detailed, they get things done...”

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Capital V Group

“Many underestimate the importance of social security income in retirement. Two thirds of Americans depend on SSI as their primary source of retirement income. It is not going anywhere. YOU have paid into this government run annuity for over 35 years....”

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Scion Capital

(3)

“Although I have concerns about greed's compromise on this great country and doubts about its financial structure, I hope to contribute in every way I can towards ensuring the best financial future possible and being selfless and kind.”

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Cathy Cha CPA

Services For Individuals, Tax Services, Industries

“Take a look at our Home page. Cha & Cho CPA Inc. is a full service tax, accounting and business consulting firm located in Cupertino, CA.”

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360 Payments

(48)

Credit Card
Industry
System

“We have had many other processing services, but 360 Payments is by far the most inclusive service we have had and we hope to continue to move forward and grow with them as a company as the industry changes and evolves.”

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Litherland, Kennedy & Associates

(45)

Trust
Knowledge
Mind

“ As a Geriatric Care Manager, her in-depth knowledge and experience about the elder care system from skilled nursing facilities to the application process and so much more, combined with her exceptional level of detail, organization, responsiveness, ...”

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Bhuiyan & Associates, CPA

(46)

Real Estate & Rental Property

“Amazing and professional CPA accountant , very professional and competitive pricing for the wide services he is offering to his clients , i do recommend him for his professionalism and service pricing”

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Financial Rescue

(47)

Questions
Credit Cards
Asset

“This review is for Al, my client representative from Financial Rescue , when they change my client representative I thought he's the same with other ones who don't respond and listens to my concern regarding my account.”

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Golden Trust

(41)

Questions
Money
Investment

“Everyone who works here is nice, kind, and trustworthy.”

i

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Teh Financial Coaching

(49)

Budgeting
Education
Confident

“Christine is so much more than just a financial advisor -- if you are someone who really wants to understand themselves a little more (especially your relationship with money) and be an active participant in your financial well-being, Christine provi...”

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Synqmine Tax Planning and CFO Services

(25)

Accounting Services, CFO Services, Capital Raising

“Manuel is very knowledgeable and he is always up to date with the most recent changes and laws in the industry, he improved my Taxes plan in ways that I didn't even think of, he even helped a relatives to get financing for their company.”

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Wealth Cairn - An Investor Coaching Company

(29)

Knowledge
Integrity
Action

“He has a unique capacity to take complex economic matters combined with the many layers of human dynamics that impact finances and make them readily understandable and — even more important to me — he co-creates pathways to activating those understan...”

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David D Tobkin, CPA

(1)

Services For Individuals, Tax Services, Industries

“Did great work for us in a difficult tax situation.”

i

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1040 Tax Smart

(13)

Questions

“I just did my taxes again and I must say” never disappointed “; always a pleasure to do my taxes and looking forward for many more years to come.”

i

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Snap Advisory

(27)

Questions

“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.”

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Wade Financial Advisory

Wealth Management, Specialty Services, Investment Management

“Wealth Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the wealth management plan...”

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Ami Shah CPA

(18)

Tax, Business Management, Consulting

“I recently had the pleasure of working with Ami Shah CPA firm on foreign disclosure matters, and I couldn't be more satisfied with their expertise and service.”

i

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Flournoy Wealth Management

(1)

“Full of helpful information AND a really nice lady!”

i

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Patrosso & Associates

(10)

Goal Planning, Career Coaching, Financial Coach

“He even developed a spreadsheet for me to help make projections from a numbers standpoint which helped me visualize and get excited about my goals and taking actionable steps towards achieving them.”

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CD Tax & Bookkeeping Services

(5)

Services For Individuals, Tax Services, Industries

“Trust Chris with my taxes every year after bouncing between Turbo Tax, H&R, and another accounting service.”

i

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Peter B. Diaz, CPA

(6)

" Services Offered Include:, And Other Business Tax Returns, Fiduci Ary

“Peter Diaz is one of the best licensed Certified Public Accountants in Redwood City, California and has served as Corporate Tax Director for several global companies for 25+ years.”

i

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Kimberly Perry CPA

(12)

Team
Tax Laws

“20 years ago I was referred to Kim and Joann to go to a IRS audit on my behalf, they did a fabulous job and I new at that point that I had found the perfect CPA for my business!”

i

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Orchid Wealth Management

(1)

“I have learned more with Seth and had more success with him than I have experienced with previous brokers.”

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Average Cost	$3199
Minimum cost	$1067
Maximum cost	$9064
Avg Per Hour Rates	$320

Best Financial Advisors in Cupertino, CA

The highest-rated Financial Planning & Wealth Management companies out of 189 vetted & reviewed in the Cupertino area.

Silicon Valley Accounting & Tax Firm

Pesta & Pesta Wealth Management

Capital V Group

Scion Capital

Cathy Cha CPA

360 Payments

Litherland, Kennedy & Associates

Bhuiyan & Associates, CPA

Financial Rescue

Golden Trust

Teh Financial Coaching

Synqmine Tax Planning and CFO Services

Wealth Cairn - An Investor Coaching Company

David D Tobkin, CPA

1040 Tax Smart

Snap Advisory

Wade Financial Advisory

Ami Shah CPA

Flournoy Wealth Management

Patrosso & Associates

CD Tax & Bookkeeping Services

Peter B. Diaz, CPA

Kimberly Perry CPA

Orchid Wealth Management

Retirement Planning and Investment Management Services in Cupertino, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Cupertino

Popular in Cupertino