Areas served: San Jose, CA and surrounding Santa Clara County
San Jose's accounting and tax service landscape reflects the city's position as the capital of Silicon Valley, with practitioners ranging from CPAs specializing in startup equity and stock option planning to multilingual firms serving the region's diverse immigrant business communities. The concentration of technology companies creates demand for accountants experienced with R&D tax credits, ASC 606 revenue recognition, and international transfer pricing. Local practices also serve San Jose's substantial real estate investment sector and the agricultural operations that persist in South County.
Sunrise Tax Pro Services is a professional tax and accounting firm in San Jose, CA, led by principal Tomas Gonzalez. They specialize in comprehensive tax preparation and consulting for individuals and small businesses in Silicon Valley, with expertise in complex scenarios including Affordable Care Act compliance, startup taxation, payroll services, and audit representation. With a 4.9-star rating from 49 reviews, they serve the San Jose community with personalized service and extended weekday hours through 6:30 PM.
“Very professional and responsive to clients’ needs. Online communication and transactions are very safe and convenient right now. I didn’t have to travel from Oakland to San Jose to complete my income taxes, every thing was completed online. I recommend Sunrise Tax Pro Services since I have been a client for years.”
— J. M., Google Review · 4.9 ★ avg from 49 reviewsBhuiyan & Associates, CPA is a full-service certified public accounting firm in Santa Clara, CA, serving Silicon Valley's high-tech community, small businesses, and nonprofit organizations. Led by experienced CPAs with deep expertise in stock options, international tax preparation, and real estate tax planning, the firm offers comprehensive accounting, bookkeeping, tax services, and strategic financial planning. With a 4.7-star rating from 87 Google reviews, they're known for precision, responsiveness, and helping clients maximize returns while navigating complex tax scenarios unique to the tech industry and Silicon Valley entrepreneurship.
“Mohammed's expertly handles taxes, accounting, and challenging financial situations. He is both methodical and deeply knowledgeable in his field, plus has a Welcoming personality, —highly recommended!”
— G, Google Review · 4.7 ★ avg from 87 reviewsFive Star Income Tax Service is an independent accounting firm in San Jose specializing in individual and business tax preparation. Located on Blossom Hill Road, they help clients navigate tax filing, deductions, and compliance. With a focus on personalized service, they serve both individual filers and small business owners seeking expert guidance on their tax obligations.
Liberty Tax is a full-service tax preparation and accounting firm located in San Jose offering comprehensive tax services for individuals and businesses. The Story Rd location provides personal tax preparation, business tax services, and bookkeeping support with flexible evening hours and appointment availability. Their experienced team helps clients navigate federal and state tax requirements while maximizing deductions and ensuring compliance.
Liberty Tax is a local tax preparation and accounting service offering comprehensive tax filing for individuals and businesses, bookkeeping services, and tax consulting. Located on Almaden Expressway in San Jose, this franchise location provides personalized tax preparation with Spanish-speaking staff available to serve the diverse community. Whether you need help with personal income taxes, business tax returns, or ongoing bookkeeping support, Liberty Tax combines professional expertise with convenient appointment-based service.
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.
KNL & Company, CPA is a San Jose accounting firm run by Katherine N. Lee, CPA, specializing in small business tax planning, bookkeeping, and financial consulting. Known for personalized service and extended evening hours, they serve entrepreneurs, startups, and small businesses throughout Silicon Valley with proactive tax strategies that minimize liability and maximize deductions.
“I had a fairly complicated tax situation that included a home sale, rental property, and a home-based business. Jessica is an excellent accountant who provides incredibly detailed assistance and thoughtful guidance. She was extremely helpful throughout the entire tax preparation process, responded to my questions promptly, and filed everything efficiently. I’m very happy with the results and truly appreciate her professionalism and expertise.”
— james peng, Google Review · 5 ★ avg from 54 reviewsAMC Tax Services & CPA in San Jose is a full-service accounting firm with over 25 years of experience serving individuals, businesses, and non-profits. Led by experienced CPAs, they specialize in complex tax planning, IRS audit representation, business formation, and strategic tax strategies that have saved high-net-worth clients up to $100,000. Known for personalized service and proactive tax planning, they serve the San Jose area with comprehensive bookkeeping, payroll, and financial consulting alongside tax preparation.
“I have been going to AMC tax services for the last three years and they have been nothing short of amazing. Not only are they timely and quick (unlike my past tax businesses), but they have saved me a lot and are reasonably priced. A plus for AMC!”
— Jeremiah, Google Review · 4.8 ★ avg from 1115 reviewsFiesta Auto Insurance & Tax Service is a locally-owned agency in San Jose run by Miguel Molina, offering comprehensive insurance and tax services under one roof. They represent multiple insurance carriers to find clients the best rates on auto, home, boat, motorcycle, business, and renters insurance, while also providing full-service tax preparation, e-filing, bookkeeping, and accounting for individuals and businesses. Their combination of personalized insurance brokerage with tax expertise makes them a one-stop resource for families and business owners seeking affordable coverage and tax solutions.
S & S Tax Service is a San Jose-based accounting firm specializing in tax preparation, bookkeeping, and financial planning for individuals and businesses. With 90 years of cumulative team experience and multiple Enrolled Agents on staff, they offer personalized tax return preparation, comprehensive bookkeeping services, QuickBooks setup and management, tax planning, and IRS representation. Unlike cookie-cutter approaches, S & S Tax Service tailors solutions to each client's unique financial situation, whether handling rental property sales, investment income, or complex business finances.
Paramount Tax & Accounting Silicon Valley Central is a full-service tax and accounting firm in Campbell, CA, staffed by licensed tax professionals. They specialize in personal and business tax preparation, bookkeeping, payroll services, and corporate tax planning for individuals, small businesses, partnerships, LLCs, and corporations throughout the San Jose/Campbell area. With a 4.8-star rating from 89 reviews, they offer both in-person and virtual consultations, plus $1 million tax audit defense coverage through Protection Plus.
“Elayne was/is amazing! She has done our taxes and is our Accounting touch point for the past 3 years. I would totally recommend her for anyone interested in quality accounting.”
— Jesus Miramontes, Google Review · 4.8 ★ avg from 88 reviewsAbacus Tax and Accounting Inc. is a professional accounting firm in San Jose, CA, specializing in tax preparation, bookkeeping, and business consulting for individuals and small businesses. With a perfect 5.0-star rating from 19 Google reviews, they provide personalized financial services including tax planning, QuickBooks support, payroll processing, and year-round tax strategy. Located in South San Jose and serving the greater Silicon Valley area.
“Linda Weathers of Abacus Tax and Accounting helped us with our taxes for 2022 and we couldn't be happier. She was well informed, patient and through with details in advising us with the best possible options. I'll highly recommend Linda to folks for help with their business and personal tax needs. Thanks Linda.”
— Alok Garg, Google Review · 5 ★ avg from 19 reviewsJulia Brown CPA is a San Jose accounting firm led by Julia Brown, a licensed Certified Public Accountant serving individuals, small businesses, and international clients. The practice specializes in stock option taxation (ESPP, ISO, RSU), self-employment tax planning, rental property strategies including 1031 exchanges, expat tax compliance, nonprofit organization returns, and IRS/FTB representation. Fluent in English, Mandarin, Cantonese, and Hakka, the firm serves the greater San Jose and Silicon Valley area with personalized attention and guaranteed 24-hour response times.
“I would like to share my overall positive experience with Julia Brown who has been reliably preparing my tax returns over multiple years. Julia is great and easy to work with. She follows clear processes and expresses exact requests from her side to fulfill her specific tax tasks. She always offers very quick communication respectively feedback on any client questions. The tax documents are prepared at high precision and with on-time delivery. To summarize I can more than recommend Julia as a highly professional CPA who offers trustful and reliable services. Her professional way of work and communication has never left any complaints from my side. I am very thankful for knowing her and benefiting from her in-depth tax expertise over several years.”
— Bernhard Büttgen, Google Review · 4.8 ★ avg from 50 reviewsH&R Block is a national tax preparation and accounting firm with a local office in San Jose. They offer comprehensive tax filing services for individuals and businesses, including income tax preparation, audit representation, and year-round tax planning. Whether you're filing a simple return or navigating complex tax situations, their experienced tax professionals help clients minimize tax liability and maximize refunds.
Dunham Associates CPAs is a boutique accounting and consulting firm in San Jose specializing in personalized tax strategy and financial planning for both individuals and businesses. They offer comprehensive accounting services ranging from simple to complex cases, with a focus on tax reduction and business growth. The firm combines personal attention with sophisticated, forward-looking strategy to help clients achieve their financial goals.
David Kirst is an active California CPA offering comprehensive tax preparation, tax planning, and financial services to small and medium-sized businesses and individuals in the San Jose area. As a sole practitioner since 2001, he personally handles client interviews, data input, review, and filing—ensuring intimate familiarity with each client's financial details. His expertise spans closely held businesses (S corporations, partnerships, LLCs) in real estate, professional services, and distribution/manufacturing, as well as individual tax returns, with experience ranging from startups to companies with revenues exceeding $100 million.
KPGCPA Financial Services Inc. is a licensed California CPA firm led by Koshy P. George, specializing in tax preparation, business advisory, and IRS problem resolution for individuals and businesses in San Jose. With a team of CPAs, Enrolled Agents, and tax professionals, they provide personalized, efficient, and affordable accounting services, including QuickBooks consulting and year-round tax planning. Rated 4.6 stars on Google, they serve small business owners, executives, and independent professionals throughout the South Bay.
Actax is an accounting and financial consulting firm serving San Jose and the surrounding Bay Area. They provide comprehensive tax preparation, bookkeeping, payroll services, and financial consulting for individuals and businesses. With a focus on personalized service and expert guidance, Actax helps clients navigate complex tax situations and optimize their financial strategies.
Kifer CPA is a full-service accounting firm in Sunnyvale, California, led by experienced CPAs specializing in tax planning, business advisory, and accounting services for high-net-worth individuals, small to mid-size businesses, and multinational companies in the Asia-Pacific region. The firm provides bilingual service in English, Mandarin, and Taiwanese, offering personalized tax strategies and year-round financial guidance to clients throughout Silicon Valley and the San Francisco Bay Area.
Almadelia-S Tax Services is an independent accounting and tax preparation firm located in San Jose specializing in individual and business tax services. With expertise in tax preparation, bookkeeping, and financial consulting, they help both individuals and small business owners navigate complex tax situations and optimize their financial planning. Their experienced team is dedicated to providing personalized service to clients seeking professional tax guidance and accounting support.
Lan Lam Income Tax is an independent accounting service in San Jose specializing in individual and business tax preparation. Led by experienced tax professionals, they provide personalized tax filing, deduction optimization, and financial consulting to help clients minimize tax liability and understand their financial obligations.
Sanjay Taxpro is a full-service tax and accounting firm in Milpitas, CA, led by Sanjay Muppaneni, an IRS Enrolled Agent (EA), AICPA member, and IRS Certified Acceptance Agent with over 16 years of experience. The firm specializes in personal and business tax filing, ITIN processing, tax planning, bookkeeping, payroll services, and LLC formation, serving individuals, small businesses, and corporations with a particular focus on immigrant tax needs. With over 10,000 satisfied clients and a 4.4-star rating from 858+ Google reviews, Sanjay Taxpro offers extended evening and weekend hours for maximum convenience.
C & S Income Tax and Bookkeeping provides comprehensive tax preparation and bookkeeping services to individuals and small businesses in San Jose. With a focus on personalized service and tax efficiency, they help clients navigate income tax filing, maintain accurate financial records, and maximize deductions. Their experienced team serves the local community with professional accounting support tailored to each client's unique financial situation.
Martin Lowe, CPA is a certified public accounting firm in San Jose specializing in tax preparation, financial planning, and business consulting. With a focus on personalized service, Martin Lowe helps individuals and business owners navigate complex tax situations and optimize their financial strategies. The firm combines professional expertise with a commitment to understanding each client's unique circumstances.
Pro Tax & Accounting Corp is a San Jose-based accounting firm with over 30 years of experience providing comprehensive tax preparation, bookkeeping, payroll, sales tax, and financial planning services to individuals and businesses. Their team of accounting professionals specializes in tax return preparation, IRS representation, financial compliance, and wealth management, delivering accurate and confidential financial guidance.
Jackson Hewitt Tax Service is a national tax preparation company offering comprehensive tax filing services for individuals and businesses at their San Jose location on Story Road. Their experienced tax professionals help clients navigate federal and state tax returns, deductions, and filing requirements. They provide personalized tax preparation to help clients maximize refunds and ensure accurate, timely filing.
Al Sanchez Income Tax Services is an independent accounting firm in San Jose specializing in individual and business tax preparation, tax planning, and IRS representation. With decades of experience serving the local community, they offer personalized tax strategies to minimize liability and maximize refunds for individuals, small business owners, and self-employed professionals.
Michael Hua, CPA is a certified public accountant in San Jose offering comprehensive tax preparation, accounting, and financial consulting services for individuals and businesses. With expertise in tax strategy, bookkeeping, and financial planning, Michael Hua provides personalized accounting solutions tailored to each client's specific needs and goals.
Ami Shah CPA is a full-service accounting firm in San Jose, CA led by Ami Shah, a certified public accountant with 18+ years of experience. The firm specializes in tax services, accounting, consulting, and international tax matters including offshore voluntary disclosure and FBAR compliance. With a 4.5-star rating from 25+ Google reviews, they're known for personalized service and attention to detail for both businesses and individual clients throughout Silicon Valley.
“Working with Ami Shah has been a truly exceptional experience. As a CPA, she combines deep technical knowledge with a genuine commitment to client success. Ami is not only meticulous in her approach to accounting and tax strategy, but also incredibly responsive and easy to communicate with—something that's rare and extremely valuable in this field. She has guided us through complex tax situations with clarity and confidence, always helping us make informed decisions while staying compliant. What stands out most is her proactive nature—she doesn’t just respond to problems, she anticipates them and offers smart solutions before they arise. If you’re looking for a trusted advisor who genuinely cares about your financial well-being and treats your business like her own, I highly recommend Ami Shah, CPA. She’s a true professional and a pleasure to work with.”
— Vishal Bhatia, Google Review · 4.5 ★ avg from 25 reviewsPremier Tax Pro is an accounting and tax preparation firm serving the San Jose area. They specialize in tax preparation and accounting services for individuals and businesses, helping clients navigate complex tax situations and optimize their financial planning.
Five Star Income Tax Service is the top-ranked provider in San Jose with a Lantern Score of 84.91/100 and a 5-star rating based on 128 reviews. They specialize in individual and business tax preparation and are particularly well-suited for small business owners, self-employed professionals, and families with complex tax situations.
Multiple top-ranked providers serve self-employed professionals well. Liberty Tax (Story Rd location, Lantern Score 83.80/100) and Five Star Income Tax Service (Lantern Score 84.91/100) both specifically highlight self-employed professionals as a core audience. Liberty Tax offers comprehensive tax filing and bookkeeping support, while Five Star Income Tax focuses on personalized tax preparation assistance.
Five Star Financial Services (Lantern Score 83.75/100, 4.9 stars) offers integrated financial planning alongside tax preparation and accounting, making them ideal for entrepreneurs with complex situations. Additionally, AMC Tax Services (Lantern Score 82.30/100, 4.8 stars) with 25+ years of experience provides comprehensive bookkeeping and financial consulting specifically designed for business owners and entrepreneurs.
Yes, Liberty Tax's Almaden Expressway location (Lantern Score 83.79/100, 4.9 stars) specifically serves Spanish-speaking residents and offers comprehensive tax filing, bookkeeping services, and tax consulting for individuals and businesses.
Bhuiyan & Associates, CPA (Lantern Score 79.51/100, 4.7 stars) is a full-service firm that specifically serves Silicon Valley tech workers with stock options, along with small business owners and real estate investors. They have deep expertise in the tech industry's unique tax needs.
AMC Tax Services & CPA (Lantern Score 82.30/100, 4.8 stars) with 25+ years of experience explicitly lists gig workers and content creators as a specialty, along with high-income earners and entrepreneurs. They provide comprehensive tax preparation and bookkeeping tailored to these income sources.