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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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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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Sevilla Financial Services

(1)

Financial Statements, Bookkeeping, Financial Planning

“As a Freelancer the team at Sevilla Financial Services really are knowledgeable, dedicated and empathetic as far as being there for you every step of the way for most of my Finance questions or concerns and processes!”

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Sunshine Pro Accounting and Tax

(20)

Tax Services
Questions
Business

“Having worked with Sunshine over the last few years I now see the value of investing CPA and booking keeping services from a firm that has their clients best interest at heart...”

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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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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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Flournoy Wealth Management

(1)

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

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Focusyou

(1)

Financial Planning and Coaching, Investment Management

“No matter what your situation is like they will assist in getting you together.”

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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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Lavelle Law Offices

(4)

“Colby offers outstanding advice with empathy and understanding.”

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Andersen Tax

Valuation Services For Alternative Investment Funds, Compensation & Benefits, Accounting & Reporting For Income Taxes

“From the member firms and collaborating firms of Andersen Global, learn more about the political, economic and social landscapes of various countries.”

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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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Dragon Financial Group

“Together Dragon Financial Group and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and invest...”

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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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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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Stevenson Jr Joe T CPA

Payroll Tax Problems, Tax Preparation, Audits - Reviews - Compilations

“We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Services for Individuals”

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Sid Financial Services

(2)

Inese Pevzner, Sid Financial Services, Kalvin Sid, Cfp®, Mba, Cka®

“Kalvin is a reliable, trustworthy and honest financial advisor who is able to help his clients develop solid financial plans and portfolios.”

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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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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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Snow Hartman Fong & Associates

(1)

“Super helpful and knowledgable staff.”

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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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Fireside Tax Consulting

(1)

Privacy Policy & Disclosure

“Great tax company.”

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Lincoln Financial Advisors

Investment Planning, Financial Planning, Estate Planning

“At Athena Wealth Strategies, we consider ourselves strategists and partner with our clients to turn goals into intelligent actions. We focus not only on thorough, detailed, and objective analysis to help determine the best course of action, but also ...”

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Mhtb Accountancy Group of Silicon Valley

“We're a full-service accounting firm licensed in California and established in 1971. We offer a broad range of services for Silicon Valley business owners, executives, and independent professionals. We're affordable, experienced, and friendly.”

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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 companies out of 178 vetted & reviewed in the San Jose area.

Oneill & Bergado

Golden Trust Financial Corporation

Sevilla Financial Services

Sunshine Pro Accounting and Tax

Ami Shah CPA

Marine Coast Financial

Flournoy Wealth Management

Focusyou

Sustainable Capital Finance

Lavelle Law Offices

Andersen Tax

Bay Area Financial Services

Dragon Financial Group

Lawrence Accountancy Corporation

Dunham Associates Cpas

Stevenson Jr Joe T CPA

Sid Financial Services

Sequoia Wealth Advisors and Invesment Management

Saunders Accountancy Corporation

Snow Hartman Fong & Associates

Liquid Equity Partners

Fireside Tax Consulting

Lincoln Financial Advisors

Mhtb Accountancy Group of Silicon Valley

Retirement Planning and Investment Management Services in San Jose, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near San Jose

Popular in San Jose