Expertise.com
2024

Last updated:

Best Accountants in San Jose

Our Recommended Top 13

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored San Jose Accountants on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

209

Reviewed

130

Curated

13

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
San Jose, CA
  • Individual Tax
  • Audits
  • Accounting
  • Business Taxes
  • Consulting

Why choose this provider?

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. He also handles bookkeeping solutions for partnerships, C-corps, and S-corps, including payroll, accounts payable and receivable, and tax preparation. Additionally, Dimov also assists with audit representation, attestation, and estate and trust taxation. According to Entrepreneur magazine's Bob Jordan, he and his team are professionals with keen attention to detail.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (450)
Google
4.9 / 5 (291)
Facebook
4.9 / 5 (40)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

Website
San Jose, CA
  • Business Tax Preparation
  • Small Business Taxes
  • Tax Advisory
  • Accounting
  • Bookkeeping
  • Catch Up Bookkeeping

Why choose this provider?

1-800Accountant San Jose offers financial services to individuals, nonprofits, and small businesses in the metro. It provides a wide range of accounting services, including bookkeeping, payroll administration, and state and federal income tax planning and preparation. Its CPAs and EAs have more than 17 years of industry experience on average, handling various tax forms such as the 1040s, 1099s, and 1120s. The firm's founders leverage their experience working with international accounting firms to deliver industry-standard services.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (2564)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free Business Tax Consultation

Website
San Jose, CA 95126

Why choose this provider?

Originally founded in 2005 with only general accounting and tax services available, Ami Shah CPA has expanded to serve the San Jose area and all 50 states. The firm specializes in individual and business tax return preparation, reducing tax penalties, report of foreign bank and financial accounts, marriage and divorce tax matters, non-profit organization and homeowner association tax return preparation, accounting, bookkeeping, consulting, business management, small business services, QuickBooks consulting, and more.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Yelp
4.5 / 5 (20)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1270 South Winchester Boulevard, San Jose, CA 95128

Why choose this provider?

Fujikawa & Associate, CPA, is an accountancy firm that provides its services to local individuals and businesses in San Jose and its surrounding communities. Its list of services includes bookkeeping services, tax planning and preparation, and payroll services with BOSS (Back Office Support System) at the forefront. BOSS is an all-inclusive, cloud-based solution for businesses bundled into three levels—BOSS Basic, BOSS Standard, and BOSS Complete. It was established in 1997 by Derek Fujikawa and his father, Stan Fujikawa.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
5.0 / 5 (3)
Google
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2021 The Alameda, San Jose, CA 95126

Why choose this provider?

Serving the San Jose, San Fransisco, and surrounding areas, Weber and Company, Inc. is a Certified Public Accountant and Business Advisor firm. The company specializes in business advisory services, audits and attestations, International services, individual and business taxation, IRS audit representation, tax controversy, non-traditional family taxation, state and local taxes, non-profit taxes, gift taxation, estate taxation, and taxation of trusts. They are a member of CalCPA, AICPA, and STEP.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
333 West Santa Clara Street, San Jose, CA 95113

Why choose this provider?

Delucchi Hawn, LLP, is an accounting firm that serves clients in San Jose. It offers tax and accounting services for individuals, non-profit organizations, and businesses, such as financial statement reviews, bookkeeping and controllership, estate planning, and estate trust and compliance. The firm also has more than 200 years of combined experience in creating and maintaining trusts. Founding partner George P. Delucchi has been providing tax services for more than 40 years. He, his partners, and his staff have active memberships in industry associations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.0
Yelp
3.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
160 West Santa Clara Street, San Jose, CA 95113

Why choose this provider?

A regional accounting firm founded in 1959, SingerLeWalk LLP serves the Western United States. The company provides tax services, business risk and technology, assurance and advisory, forensic and litigation, specialty tax, business management, International services, business solutions group, and valuation advisory services. The company holds Practice Innovation Awards for 2006, 2007, and 2008. They are also rated by the Los Angeles Business Journal for Best Places to Work in Los Angeles in 2007 and 2008.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5020 Franklin Drive Suite 100, Pleasanton, CA 94588
  • Business Tax Preparation
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Baker Tilly is an advisory firm serving businesses in San Jose, nationwide, and across the globe. Its wide breadth of accounting, tax, assurance, and human resources solutions aims to give clients an advantage throughout the business life cycle. With the help of analytics and robotic process automation technology, it delivers internal, employee benefit plan, and financial statement audits. The firm also offers private wealth, tax planning, and outsourced bookkeeping, controller, and CFO services. Baker Tilly has been operating since 1931.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
650 North Winchester Boulevard, San Jose, CA 95128

Why choose this provider?

Based in San Jose, Shannon & Snyder, CPAs is a full-service commercial property tax appeal specialist and accounting firm founded in 1994. The company specializes in financial analysis, estate and trust tax preparation, buying or selling a business, business entity selection and consulting, bookkeeping, reviews and compilations, tax preparation and planning, sales tax services, retirement planning, management advisory consulting, IRS representation, financial statements, and commercial property tax appeals.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.5
Yelp
3.5 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
39111 Paseo Padre Parkway, Fremont, CA 94538

Why choose this provider?

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. The company provides financial advice, tax planning services, foreign account reporting, tax return preparation, accounting, Indian bank account income consultation, consultation for moving assets/money/income from India, tax filing and audit representation, IRS representation, bookkeeping, financial and retirement planning, entity selection andrestructuring, and more.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Facebook
4.3 / 5 (9)
Yelp
4.5 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2021 The Alameda Suite 280, San Jose, CA 95126
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Silicon Valley Tax Coach delivers accountancy solutions to clients in San Jose. The firm prepares tax plans for businesses and offers advice for minimizing internal revenue dues. It maintains the books of small companies and handles financial and budget forecasting work. The team sets up QuickBooks for establishments to computerize accounting work and reduce the hazard of manual errors. Russell Barnett, the establishment's Enrolled Agent, has more than 15 years of experience in tax return preparation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1 Almaden Boulevard, San Jose, CA 95113

Why choose this provider?

Founded in 1975, Redwitz, Inc. is a Certified Public Accountant firm that serves clients worldwide with locations in the San Francisco Bay area, Orange County, and San Jose. The company provides services that include fraud prevention, public companies, outsources CFO or controller services, financial statements, advisory services, business and non-profit tax, International tax, and individual tax planning and preparation. The firm is a member of CalCPA, AICPA, Public Company Accounting Oversight Board, and more.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
––

Website
1884 The Alameda, San Jose, CA 95126

Why choose this provider?

Founded in 1960, Dunham Associates is an accounting firm serving the San Jose area. The company provides businesses with services that include 410k and defined benefit plan audits, financial audits and reviews, financial compilations, QuickBooks instruction, outsourced CFO advisory services, corporate tax, partnership and LLC tax, sole proprietorship tax, business tax representation, litigation support, and more. For individuals, they provide wealth management, estate planning, charitable planning, complicated family tax matters, real estate taxation and planning, international tax expatriates, retirement tax planning, risk management, and more. The company is a member of the California Society of Enrolled Agents, Cal CPA, and AICPA.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Yelp
4.0 / 5 (26)
Facebook
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    Four main types of accountants are available to serve the accounting needs of individuals, large organizations, small businesses, and government agencies. These types of accounting include corporate, forensic, government, and public.

    • Corporate accountants maintain and file financial information for corporations. The focus is on keeping the corporation in legal compliance with tax laws and financial reporting requirements.
    • Forensic accountants gather and recreate financial data that isn’t readily available. These accountants might do that as part of a criminal investigation or if key financial information has been lost and needs to be recovered for legal reasons.
    • Government accountants work for government agencies, such as the IRS or a state tax department. They might also be found working in government offices in positions such as city treasurer or county auditor.
    • Public accountants are the accountants most likely to work with individuals or smaller businesses. These accountants manage financial statements, file tax returns, and record financial transactions. Preparing and filing tax returns are tasks these accountants might do for individuals. For companies, these accountants might handle payroll or bookkeeping besides preparing tax information for reporting purposes.

  • What does an accountant do?

    Accountants maintain financial records and interpret financial information. An accountant at one firm might maintain financial ledgers, while another might take on payroll management duties. Accountants can also specialize in specific areas, such as tax codes.

  • What is the difference between an accountant and a CPA?

    Accountants and CPAs handle many of the same accounting tasks. However, a CPA is an accountant who has passed a state exam to become a certified public accountant. A CPA is typically more trusted in an advisory position when in a business setting.

  • Does everyone need an accountant?

    Most individuals don’t need to hire an accountant, except for when tax season arrives. A small business owner is more likely to need an accountant than an individual because business owners have more complex record-keeping requirements.

  • What does a forensic accountant do?

    Forensic accountants use generally accepted accounting principles (GAAP) to investigate and solve financial mysteries that are typically related to uncovering or resolving suspected criminal activity, such as embezzling. These accountants may work for individuals, businesses, and government agencies.

  • What does a payroll accountant do?

    Processing payroll and employee benefits are key roles of payroll accountants. Some other duties performed by payroll accountants include using software and handling financial statements. These professionals might also analyze financial ledgers, prepare and present reports to management, and advise regarding investment opportunities.

  • Do I need an accounting major to become an accountant?

    You can work as an accountant without majoring in it. However, earning a degree and becoming a CPA offers more earning potential. According to the Bureau of Labor Statistics, certified public accountants who have received at least a bachelor’s degree earn a median annual wage of $73,560.