Accounting & Tax
San Jose, CA
Five Star Financial Services is an independent financial advisory firm in San Jose offering comprehensive accounting, tax preparation, and insurance services to individuals and business owners. With a focus on personalized financial planning, they help clients navigate complex tax situations, optimize insurance coverage, and build long-term wealth strategies. Their experienced team combines accounting expertise with insurance and financial consulting to provide integrated solutions tailored to each client's specific needs.
Ideal for: Small business owners, self-employed professionals, individuals with complex tax situations, entrepreneurs seeking integrated financial planning
Service area: San Jose, CA and surrounding Silicon Valley area
Integrated Financial Services: Combines tax preparation, accounting, and insurance advice in one firm, eliminating the need to work with multiple providers and ensuring coordinated financial strategy.
Personalized Approach: Focuses on understanding each client's unique situation rather than applying generic solutions, whether serving individuals, small business owners, or entrepreneurs.
Address: 2180 Story Rd #202, San Jose, CA 95122
Phone: (408) 649-6619
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