(408) 371-3091 View Profile

Fireside Tax Consulting

(1)

Privacy Policy & Disclosure

“Great tax company.”

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(408) 401-1513 View Profile

Golden Trust Financial Corporation

(28)

IRA
Tax
Questions

“I went to Jasmine for my 2021 tax returns and she did a wonderful job, I like to shop around on yelp and read reviews to save myself the time of driving around and they had the best price and five stars for reviews so i decided to give them a try bec...”

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(408) 241-4100 View Profile

Oneill & Bergado

(24)

For Individuals, Tax Services, Tax Problem Resolution

“She has transformed our accounting system from a do-it-yourself Excel system to a Quickbooks based job-costing system and in the process, made us eligible for government contracts and grants.”

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(408) 548-7179 View Profile

Ami Shah CPA

(18)

Money
Patient
Questions

“I'd like to recommend Ami for her confidence, her knowledge in tax codes and reporting rules and all that, plus the friendly interactions that she delivered.”

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(408) 558-9433 View Profile

Marine Coast Financial

(2)

“I financed a boat with them this year and they were able to get me a better rate than my credit union.”

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(408) 271-8800 View Profile

Flournoy Wealth Management

(1)

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

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(408) 462-1723 View Profile

Sustainable Capital Finance

(1)

Smart Solar Financing, Covid-19 Solar Stimulus: $0 Year 1 PPA, Solar EV Charging For C&I Property Owners

“Seriously this is the best service I have ever had at any bank or finance organization!”

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(408) 628-1629 View Profile

Lavelle Law Offices

(4)

“Colby offers outstanding advice with empathy and understanding.”

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(408) 287-3116 View Profile

Bay Area Financial Services

(1)

“They have other services too - debt relive, loan modficiations, business start-ups--basically anything dealing with money.”

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(408) 260-9600 View Profile

Dunham Associates Cpas

(9)

Business

“Obviously, over twenty years of tax prep a number of situations have occurred and he or his staff have been able to resolve those issues and make my business and life less stressful and more streamlined.”

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(408) 289-8110 View Profile

Lawrence Accountancy Corporation

(1)

“Lawrence is amazing; He returned ALL my calls during his insanely busy tax season, knows out of state tax laws (WITHOUT having to google it in front of us, 10 stars for that!”

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(408) 645-2500 View Profile

Sequoia Wealth Advisors and Invesment Management

(2)

The Growth Mindset, ESG Investing, Financial Wellness Program

“Kristina sets the standard for competence and compassion.”

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(408) 916-1418 View Profile

Liquid Equity Partners

(1)

Building Your Savings, Retirement Savings Plan, College Savings Account

“They offered both strategic and tactical advice and were able to guide me through this as well as accessing the best offer from 6 banks.”

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(925) 922-6123 View Profile

Saunders Accountancy Corporation

(1)

Retirement Planning, Financial Planning, Payroll

“Evelyn Saunders, CPA, with 25+ years of experience, not only does a thorough job in personal and business tax preparation but also offers financial planning in areas such as Retirement, Tax Resolution and Tax Saving Strategies, as well as Long Term C...”

Featured

Why You Should Choose Saunders Accountancy Taxation Services Here at SAC, we are well regarded to offer the very best tax services near me to businesses and individuals. We have been in business for a great many years and our positive reviews and five-star ratings absolutely speak for themselves. We understand that each one of our clients is unique, so we make sure that clients are presented with unique tax preparation solutions that leave them satisfied. When you decide to work with us, we handle all of your needs including; - Examining and re-examining your tax returns by our experienced experts and computer software to examine areas where the IRS may look at more closely. We highlight and handle potential problems. - We help you to file an electronic tax return for quick refunds - We will help you to adjust your payroll withholding to get more money back each week. Get in touch with us to get started. Saunders Accountancy Corporation 111 N Market St, Suite 300 San Jose, CA 95113...

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(408) 354-8500 View Profile

Snow Hartman Fong & Associates

(1)

“Super helpful and knowledgable staff.”

i

(408) 280-0800 View Profile

Silicon Valley Financial Group

(2)

“Recently we had a major upset in our lives and they also guided us through the financial pitfalls safely.”

i

(408) 236-7630 View Profile

Global Wealth Partners

(1)

“We knew very little about making investments but Brian was able to suggest some relatively simple and safer short and long term investment options that we would have never thought of doing on our own.”

i

(408) 540-7120 View Profile

Robert Galindo, LPL Financial

(1)

“He's committed and dependable”

i

(408) 800-2169 View Profile

Towne Advisory Services

(1)

“Ben Towne is incredibly easy to work with and helpful with business valuations - not only is he very thorough and professional, he is reasonable about discussing the scope you need and the level of report required for your business.”

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Average Cost	$3741
Minimum cost	$1247
Maximum cost	$10598
Avg Per Hour Rates	$375

Best Financial Advisors in San Jose, CA

The highest-rated Financial Planning & Wealth Management firms out of 329 vetted & reviewed in the San Jose area.