Milpitas, CA

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Milpitas, CA
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Best Financial Advisors in Milpitas, CA

The highest-rated Financial Planning & Wealth Management companies out of 200 vetted & reviewed in the Milpitas area.

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Teh Financial Coaching

Teh Financial Coaching

(49)
  • Confident
  • Future
  • Goals
“And despite being unemployed for nearly 8 months during our one year coaching time together, I was able to build a healthy emergency fund that covers a minimum of six months' worth of living expenses!”
In Business Since 2016
Expedition Ln, Milpitas, CA
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Synqmine Tax Planning and CFO Services

Synqmine Tax Planning and CFO Services

(25)
CFO Services, Capital Raising, Tax Planning
“Manuel is second-to-none and your business will benefit tremendously with his unique full service financial advisory services other bookkeeping or traditional accounting practices don't offer.”
Family Business
Free Initial Consultation
In Business Since 2014
1525 McCarthy Blvd Suite 1082, Milpitas, CA
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SJ Accounting Consulting CPA CFP

SJ Accounting Consulting CPA CFP

(6)
Charitable Giving Planning, Financial Planning, Practice Management Consulting
“I've been doing things in a less-than-optimal manner for years without knowing it and he straightened up my books in ways I would never have figured out.”
In Business Since 2014
1525 McCarthy Blvd #1000, Milpitas, CA
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MM Online Tax Services

MM Online Tax Services

(1)
Sales Tax, Estate & Trust Tax Preparation, Retirement Planning
“Great service!”
In Business Since 2020
1765 Landess Ave #1064, Milpitas, CA
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Negandhi TAX Corporation

Negandhi TAX Corporation

International Tax Planning, Corporate International Tax Compliances, Services For Individuals
“Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 2010
500 E Calaveras Blvd UNIT 208, Milpitas, CA
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Area Financial Services

Area Financial Services

In Business Since 1990
82 N Main St, Milpitas, CA
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Acuitax - Accounting and Tax Services

Acuitax - Accounting and Tax Services

Itin/Caa, Business, Tax Planning
In Business Since 2018
1525 McCarthy Blvd Ste 1079, Milpitas, CA
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360 Payments

360 Payments

(48)
  • System
  • Company
  • Team
“They have done everything they said they would, customer service is awesome, and it seamlessly integrates with my management software including text to pay.”
Offers Financing Options
Remote Consultations Available
In Business Since 2010
Serving Milpitas Area
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Litherland, Kennedy & Associates

Litherland, Kennedy & Associates

(45)
  • Mind
  • Seminar
  • Questions
“In addition to writing trusts for several family members, their geriatric care manager, Dedra Jize has walked us through the change to assisted living.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1995
Serving Milpitas Area
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Bhuiyan & Associates, CPA

Bhuiyan & Associates, CPA

(46)
Real Estate & Rental Property
“My CPA with another firm cancelled last minute due to a family emergency and wasn't available before my deadline, so I Googled CPA and found Bhuiyan & Associates, CPA with great reviews.”
Accepts All Major Credit Cards
In Business Since 2011
2118 Walsh Ave, Santa Clara, CA
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Turnkey Financial Solutions

Turnkey Financial Solutions

(50)
  • Payroll
  • Employee Retention
  • Checks
“Thanks to their efforts, we were able to secure an ERTC refund, which has played a vital role in maintaining our operations and ensuring our services continue without interruption.”
In Business Since 2016
33170 Alvarado-Niles Rd #1659, Union City, CA
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Financial Rescue

Financial Rescue

(47)
  • Asset
  • Negotiator
  • Account
“I greatly commend with much appreciation and deep thanks and gratitude most especially to Keithly Kalacas, who helped assist me during the final stage of my negotiation journey.”
IAPDA Certified
In Business Since 2008
99 S Almaden Blvd #600, San Jose, CA
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Golden Trust

Golden Trust

(41)
  • Investment
  • 401k
  • IRA
“Very nice people to work with, they've been helping and answer lots of my questions for the last 3 years ...”
In Business Since 2011
2690 S White Rd #60, San Jose, CA
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David D Tobkin, CPA

David D Tobkin, CPA

(1)
Tax Services, Business Services, Industries
“Did great work for us in a difficult tax situation.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Offers Financing Options
Transparent Fees & Pricing
2397 Forest Ave A, San Jose, CA
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Wealth Cairn - An Investor Coaching Company

Wealth Cairn - An Investor Coaching Company

(29)
  • Action
  • Future
  • Questions
“He established a way to make sure that all of his clients' questions were answered and that any concerns could be brought up at any time and at any point during the planning process.”
Transparent Fees & Pricing
In Business Since 2020
Serving Milpitas Area
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1040 Tax Smart

1040 Tax Smart

(13)
  • Questions
“They even gave me an advance on my taxes they were great”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2013
Serving Milpitas Area
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Snap Advisory

Snap Advisory

(27)
  • Questions
“Gale did an awesome job amending and cleaning up my business tax issues that I had as a result of hiring an unprofessional and inexperienced tax person.”
Remote Consultations Available
Accepts All Major Credit Cards
Family Business
In Business Since 2022
6830 Vía del Oro #220, San Jose, CA
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Wade Financial Advisory

Wade Financial Advisory

Specialty Services, Investment Management, Wealth 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...”
Accepts Cash
Licensed, BBB Rating: A+
In Business Since 1996
Serving Milpitas Area
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Ami Shah CPA

Ami Shah CPA

(18)
Consulting, Fbar, Small Business
“She has a lot of expertise in the field of foreign income reporting and FBAR, which is a very important and dreaded topic especially for the NRI community.”
CPA Certified
In Business Since 2006
2570 N First St St 200, San Jose, CA
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Flournoy Wealth Management

Flournoy Wealth Management

(1)
“Full of helpful information AND a really nice lady!”
Licensed, BBB Rating: A+
In Business Since 2004
1165 Lincoln Ave #330, San Jose, CA
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Silicon Valley Accounting & Tax Firm

Silicon Valley Accounting & Tax Firm

(6)
Tax Services, Business Services, Industries
“It was a pleasure to work with Joseph, his expertise, reliability, and client-centered service make Joseph a trusted advisor in the accounting industry.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2018
10080 N Wolfe Road, 200 Suite SW3, Cupertino, CA
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Patrosso & Associates

Patrosso & Associates

(10)
Career Coaching, Addiction and Wellness, Stress Management
“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.”
Free Initial Consultation
In Business Since 1999
1777 Hamilton Ave #1000, San Jose, CA
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CD Tax & Bookkeeping Services

CD Tax & Bookkeeping Services

(5)
Tax Services, Business Services, Industries
“I appreciate that he follows through, and responds quickly.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2009
Serving Milpitas Area
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Kimberly Perry CPA

Kimberly Perry CPA

(12)
  • Tax Laws
  • Team
“Every year after our appointment, we always breathe a big sigh of relief that it's over for another year and we can leave in their hands to figure it out.”
Transparent Fees & Pricing
Licensed, BBB Rating: A
In Business Since 1999
Serving Milpitas Area
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Retirement Planning and Investment Management Services in Milpitas, CA Cost Estimates

Minimum cost
$1137
Maximum cost
$9660
National Average
$3410
Avg Per Hour Rates
$341
$2273
$6251
Typical price range is based on 275 cost profiles
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Average Cost $3410
Minimum cost $1137
Maximum cost $9660
Avg Per Hour Rates $341

Typical range $2273 to $6251 is based on 275 cost profiles.

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