3 Best Accounting Firms in San Jose, CA Expert Recommendations

They strive to help small businesses with bookkeeping services, payroll, accounts payable and receivable services, budget and forecasting, and more. Our services encompass nearly every aspect of financial life. We areexperienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation,financial planning and investment, real estate and business sales. My firm uses professional tax software and state of the art on-line research tools. These tools, along with my education and experience, allow me to offer you the superior professional services you expect, at a fair and equitable price, and on a timely basis.
ACTIVATED GROWTH STRATEGY
- Our team tracks payment due dates, sends polite reminders for overdue payments, and reconciles payments received.
- The company understands that well-organized and business-relevant bookkeeping will facilitate a CPA’s work, enhance the client’s profit, limit growing pains, and lighten the burden of a potential audit.
- 37% (10 clients, $4,089/Yr. Avg.); Consulting/Misc.
- But there’s another reason we’re No. 1—because we are the best bookkeepers in San Jose.
- At Acuity, we specialize in personalized accounting solutions for entrepreneurs.
Now that we’ve broken down the key differences between tax accountants, tax preparers, and outsourced accountants, let’s get into the main event. Here’s what we think it takes to make the top-10 list of high-caliber adjusting entries Certified Public Accountants and Tax Accountants for small businesses in San Jose. Whether you need to unravel a complex challenge, launch a new initiative, or want to take your business to the next level, we’re here. Share your vision and we can help you achieve it.
Our Services
- You can be confident that our practice listings are solid.
- 42% Net, but practice software is provided for franchises.
- We don’t just crunch numbers; we interpret them to help you make informed decisions for your company’s growth.Our commitment to excellence extends to our customer service.
- The company provides a specific range of services meant to fit a client’s needs.
- Tax preparers focus on preparing your small business’s tax returns, ensuring your returns are accurate, and helping you file them on time.
- Ranking fourth on our list of the top small business accounting firms is SJ Accounting Consulting, Inc.
Additionally, it has estate planning and investment management services. The firm is headed by Mahbub Alam, a certified public accountant who is proficient in Quick Books Pro, Excel, and Solomon III and IV. George Dimov, CPA, has been providing accounting services to personal and commercial clients in San Jose for over 12 years. For individuals, he and his team assist with common taxation concerns, such as income, property sale, cryptocurrency, and equity compensation.
- Don’t settle for a year-end or reactive tax accountant, we’ll help throughout the year to lower your taxes.
- Your dedicated account manager will work closely with you to understand your business and tailor our services to your specific needs.
- And we’re always looking for great talent.
- ASL believes that contributing to the financial well-being of its clients allows for a mutual opportunity for growth.
- As one of the top CPA firms in San Jose, it offers a holistic suite of guiding services which support the development and management of your financial objectives.
#2 Bookkeeping Services Near San Jose

LMGW has a broad client base which is composed of everyone from individuals to nonprofit organizations. Additionally, the firm has been rated as one of the Best Accounting Firms to Work for by Accounting Today in 2009, 2010, 2011, 2012, and 2014. LMGW Certified Public Accountants, LLP has been serving the greater San Jose for nearly 40 years by offering highly customized solutions and building meaningful relationships. It works with other organizations to develop and implement tax strategies that allow you to minimize your burden while maintaining the health of your finances.

#7 Bookkeeping Services Near San Jose

The biggest confusion you might have is between a tax accountant and a tax preparer. While both focus solely on taxes, there is a huge difference – tax preparers are not CPAs. They don’t need advanced accounting degrees or a license. However, they do need to complete registration requirements with the State of California. When looking for tax and accounting help for your small business, we know you are bombarded with ads and options.
Each is designed to help people just like yourself to better understand a variety of financial subjects so that you can take charge and make educated decisions. With the ever-increasing presence of technology, it is crucial for San Jose CPA firms to stay up-to-date with the latest technological advances. Founded in 2010, Altum Partners, LLP is a Certified Public Accountant Firm serving the needs of How to Invoice as a Freelancer both individuals and corporate entities through 2 separate San Jose offices.
Altum Partner’s Tax Services Team works with clients to help them reach various economic goals. A focus remains on bookkeeping san jose modeling partnership agreements for tax consequences, allowing appropriate distribution and allocation following an economic deal. While both offices are located inside the same building, one office focuses on Individual/Flow-Through services, while the other specializes in Corporate services.
#1 Bookkeeping Services Near San Jose
- NSKT Global serves small businesses and large enterprises in San Jose.
- Seller is open to a separate sale of the tax clients.
- Our firm’s reputation for providing quality service reflectsthe high standards we demand of ourselves.
- We offer a broad range of services to help our clients.
- Our Catch-Up service is designed to bring your financial records up to speed quickly and efficiently.
Adhering to the budget is critical during an economic downturn. Our team of accounting and bookkeeping professionals has data available quickly to offer strategic financial insights which may be critical for business success. Working with clients around the world and serving both Indian and U.S. clientele, Sanjiv Gupta CPA is a Fremont-based Certified Public Accountant firm that is accredited by the Better Busines Bureau. Ranking fourth on our list of the top small business accounting firms is SJ Accounting Consulting, Inc. Sung Lee is both a certified public accountant and a certified financial planner to offer you complete financial services. SJ Accounting Consulting, Inc. can act as a CFO for your business, while also handling your day-to-day needs.

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