Best Accounting & Tax in San Jose, California

    Areas served: San Jose, CA and surrounding Santa Clara County

    30 local businessesRanked by Lantern Score — a measure of reputation and business quality. We don't accept payment for placement.
    Updated April 15, 2026

    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.

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    85
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★5.0(128 Google reviews)

    Five 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.

    Best for: Personal Tax Filing
    Ideal clients: Individual filers seeking tax preparation assistance, Small business owners, Self-employed professionals, Families with complex tax situations
    What sets them apart
    • Not part of a large national chain, allowing for personalized attention to each client's unique tax situation.
    • Handles both individual tax returns and business tax preparation, making them a one-stop resource for families and entrepreneurs.
    • Established presence in San Jose with consistent client relationships, demonstrating reliability and expertise in local tax matters.
    Tax PreparationAccounting ServicesBusiness TaxesIndividual TaxesSan Jose
    Phone(408) 483-2899
    Five Star Income Tax Service
    Updated 4/15/26Learn More →
    84
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★4.9(349 Google reviews)

    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.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Self-employed professionals, small business owners, Individual tax filers, Entrepreneurs seeking bookkeeping support
    What sets them apart
    • Open until 8 PM to accommodate working professionals and business owners who need tax services outside standard business hours.
    • Offers personal taxes, business taxes, and bookkeeping services under one roof, providing comprehensive financial support for individuals and entrepreneurs.
    • Online appointment booking, phone, and text options make it convenient to connect with tax professionals at a time that works for you.
    Tax PreparationBusiness TaxesBookkeepingFinancial Services
    Phone(408) 931-6314
    Liberty Tax - Story Rd
    Updated 4/15/26Learn More →
    84
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding South Bay area
    ★★★★★4.9(335 Google reviews)

    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.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Individual taxpayers, small business owners, self-employed professionals, Spanish-speaking residents seeking tax and bookkeeping services
    What sets them apart
    • Bilingual tax preparation services available to better serve the diverse San Jose community.
    • Offers personal taxes, business taxes, and bookkeeping all in one location — comprehensive accounting support beyond just tax filing.
    • Open until 7 PM with appointment booking available for convenient scheduling around your work and life.
    Tax PreparationBusiness TaxesBookkeepingSpanish SpeakingTax Consulting
    Phone(408) 513-6238
    Liberty Tax - Almaden Expy
    Updated 4/15/26Learn More →
    84
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Silicon Valley area
    ★★★★★4.9(300 Google reviews)

    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.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, entrepreneurs seeking integrated financial planning
    What sets them apart
    • Combines tax preparation, accounting, and insurance advice in one firm, eliminating the need to work with multiple providers and ensuring coordinated financial strategy.
    • Focuses on understanding each client's unique situation rather than applying generic solutions, whether serving individuals, small business owners, or entrepreneurs.
    Tax PreparationFinancial PlanningInsurance ServicesAccountingBusiness Consulting
    Phone(408) 649-6619
    Five Star Financial Services
    Updated 4/15/26Learn More →
    84
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★5.0(54 Google reviews)

    KNL & Company, CPA is led by Jessica Le (Khanh Le), a CPA with an MBA and Master's in Taxation from San Jose State University. The firm provides comprehensive accounting services including individual and business tax preparation, payroll processing, bookkeeping, and tax consulting. Jessica specializes in handling complex tax situations for individuals, rental property owners, and small business owners, with a reputation for fast turnaround times, thorough explanations, and responsive communication via secure online portals and virtual meetings.

    Best for: Personal Tax FilingSmall BusinessesRemote ClientsYear-Round Support
    Ideal clients: Individual tax filers, small business owners, rental property owners, self-employed professionals seeking personalized tax guidance
    What sets them apart
    • Jessica Le holds a CPA license and advanced degrees (MBA, Master's in Taxation) from San Jose State University, bringing specialized expertise to complex tax situations.
    • The firm is known for completing tax returns promptly—often within days of receiving required documents—with reasonable fees starting at $150.
    • KNL & Company operates by appointment and offers secure online document exchange, virtual meetings via Zoom/FaceTime/WebEx, and e-signatures for maximum convenience.
    Tax PreparationCPA ServicesBookkeepingPayroll ProcessingVirtual Service
    Phone(408) 520-0566
    KNL & Company, CPA
    Updated 4/15/26Learn More →
    82
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★4.8(1115 Google reviews)

    AMC Tax Services & CPA is a San Jose-based firm with 25+ years of experience providing comprehensive tax preparation, bookkeeping, and financial consulting for individuals and businesses. Led by expert CPAs, they specialize in tax planning, IRS representation, payroll services, and creative tax strategies for high-net-worth clients and entrepreneurs. The firm also serves non-profits, gig workers, and new business formations, helping clients optimize tax liabilities and achieve financial success.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: High-income earners, business owners, entrepreneurs starting new ventures, gig workers and content creators, non-profit organizations
    What sets them apart
    • Established CPA firm with deep experience in individual and business taxation, known for saving clients up to $100,000 through strategic tax planning.
    • Offers everything from personal tax prep and bookkeeping to IRS audits, payroll management, estate planning, and non-profit tax services under one roof.
    • Specializes in helping high-income earners and business owners defer or eliminate capital gains and income taxes through legal, defensible strategies.
    Tax PreparationCPA ServicesBookkeepingBusiness TaxesIRS Representation
    Phone(408) 258-2200
    AMC Tax Services
    Updated 4/15/26Learn More →
    81
    Lantern
    Score
    San Jose, CA
    Serves San Jose, California and surrounding areas
    ★★★★★4.9(38 Google reviews)

    Fiesta 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.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Families seeking affordable auto and home insurance, Small business owners needing comprehensive coverage, Self-employed individuals and entrepreneurs requiring tax preparation and bookkeeping
    What sets them apart
    • Fiesta represents numerous insurance providers, allowing them to compare quotes across multiple carriers to find clients the best price and coverage fit.
    • Unique combination of insurance brokerage and full-service tax preparation under one roof, simplifying financial management for families and business owners.
    • Open weekdays until 7 PM and Saturdays 10 AM–4 PM, accommodating working professionals and business owners with flexible scheduling.
    Auto InsuranceTax PreparationBusiness InsuranceLocally OwnedSan Jose
    Phone(669) 240-1028
    Fiesta Auto Insurance & Tax Service - Senter Rd
    Updated 4/15/26Learn More →
    81
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★4.8(91 Google reviews)

    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.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote Clients
    Ideal clients: Small business owners, self-employed professionals, individuals with investment or rental income, businesses needing QuickBooks support
    What sets them apart
    • Team includes multiple Enrolled Agents with 90 years of cumulative experience in financial services, qualified to represent clients before the IRS.
    • Tailors services to individual needs rather than using impersonal formulas, diving deep into finances for precision and care.
    • Handles individual tax preparation, business bookkeeping, QuickBooks management, tax planning, and IRS representation in complex situations.
    Tax PreparationBookkeepingQuickBooksEnrolled AgentsIRS Representation
    Phone(408) 365-1040
    S & S Tax Service
    Updated 4/15/26Learn More →
    81
    Lantern
    Score
    Campbell, CA · 6 mi from San Jose
    Serves San Jose, Campbell, CA and surrounding Silicon Valley communities
    ★★★★★4.8(88 Google reviews)

    Paramount Tax & Accounting Silicon Valley Central is a licensed tax and accounting firm in Campbell, CA serving individuals and businesses throughout the San Jose area. They offer comprehensive personal tax preparation, business tax services, bookkeeping, payroll processing, and accounting support for sole proprietors, partnerships, LLCs, and corporations. The firm specializes in maximizing deductions and credits while ensuring compliance, and includes tax audit defense protection through their Protection Plus partnership.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote ClientsYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization, businesses needing ongoing bookkeeping and payroll support
    What sets them apart
    • Their team consists of licensed tax professionals, not just tax preparers, providing higher expertise and personalized attention to each client's unique circumstances.
    • Beyond tax prep, they offer full accounting, bookkeeping, payroll processing, and incorporation services for businesses of all structures and sizes.
    • Partnership with Protection Plus provides clients with $1,000,000 tax audit defense coverage and dedicated audit defense department support.
    Tax PreparationBusiness AccountingPayroll ServicesTax Audit DefenseCampbell
    Phone(408) 558-9000
    Paramount Tax & Accounting Silicon Valley Central
    Updated 4/15/26Learn More →
    80
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★5.0(19 Google reviews)

    Abacus Tax and Accounting Inc. provides comprehensive accounting and tax services to individuals and businesses in the San Jose area. Their offerings include tax preparation, bookkeeping, payroll processing, and IRS representation. The firm helps clients navigate complex tax situations and maintain accurate financial records.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations
    What sets them apart
    • Handles tax preparation, bookkeeping, payroll, and IRS audit representation — providing end-to-end financial management for both individuals and businesses.
    • Based in San Jose with direct experience serving Bay Area clients and understanding California-specific tax obligations.
    Tax PreparationBookkeepingPayroll ServicesIRS Representation
    Abacus Tax and Accounting Inc.
    Updated 4/15/26Learn More →
    80
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Bay Area
    ★★★★★4.8(50 Google reviews)

    Julia Brown, CPA is a certified public accounting firm in San Jose specializing in tax preparation, bookkeeping, payroll, and business services for individuals and small businesses. Led by Julia Brown, a CPA with expertise in complex areas like stock options, rental properties, expat taxes, and IRS representation, the firm offers personalized service with guaranteed 24-hour response times. They provide a comprehensive range of services including business entity setup/conversion, tax planning, nonprofit returns, and representation before government agencies, with bilingual capabilities (English, Mandarin, Cantonese, and Hakka).

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, stock option holders, rental property investors, U.S. expats, nonprofit organizations, and individuals seeking personalized tax planning
    What sets them apart
    • Offers specialized services including stock options (ESPP, ISO, RSU), expat tax filing, rental property accounting with 1031 exchanges, and nonprofit tax returns—areas many general CPAs don't handle.
    • Commits to responding to all client correspondence within 24 hours and assigns a dedicated accountant per client, avoiding the common issue of dealing with different people at larger firms.
    • Serves clients in English, Mandarin, Cantonese, and Hakka, making the firm particularly valuable for international clients, expats, and non-English-speaking business owners in the Bay Area.
    CPA ServicesTax PreparationSmall Business AccountingPayroll ServicesIRS Representation
    Phone(408) 806-5966
    Julia Brown CPA
    Updated 4/15/26Learn More →
    80
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Bay Area communities
    ★★★★★4.7(104 Google reviews)

    H&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.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Individuals filing simple returns, Small business owners, Self-employed professionals, Clients needing IRS audit support
    What sets them apart
    • Handles individual and business tax preparation, audit representation, and ongoing tax planning to help clients stay organized year-round.
    • In-person tax professionals at the Tully Road location provide personalized guidance and can answer questions about complex tax situations.
    Tax PreparationIndividual TaxesBusiness TaxesIRS Representation
    Phone(408) 258-5093
    H&R Block
    Updated 4/15/26Learn More →
    80
    Lantern
    Score
    Santa Clara, CA · 10 mi from San Jose
    Serves Silicon Valley, Santa Clara, CA and surrounding areas
    ★★★★★4.7(87 Google reviews)

    Bhuiyan & Associates, CPA is a full-service certified public accounting firm serving Silicon Valley's high-tech companies, small businesses, and non-profit organizations. Led by CPAs with deep expertise in complex tax environments, they provide comprehensive accounting, bookkeeping, tax preparation, and financial planning services for both individuals and businesses. Their services span entity accounting, tax strategy, payroll processing, real estate taxation, stock options planning, and business succession planning.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Tech workers with stock options, small business owners, real estate investors, non-profit organizations, self-employed professionals
    What sets them apart
    • Specialized knowledge in stock options, employee equity planning, and tax optimization for technology professionals and startups.
    • Handle everything from day-to-day bookkeeping and internal controls to business succession planning, cost segregation studies, and non-profit compliance.
    • Serve individuals, small businesses, non-profits, and real estate investors with tailored tax and accounting strategies.
    CPA CertifiedTax PlanningSmall Business AccountingNon-Profit ServicesReal Estate Tax
    Phone(408) 727-5001
    Bhuiyan & Associates, CPA
    Updated 4/15/26Learn More →
    78
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and Silicon Valley area
    ★★★★★4.9(49 Google reviews)

    Sunrise Tax Pro Services is a Silicon Valley-based tax and accounting firm run by Principal Tomas Gonzalez, offering comprehensive tax preparation and consulting, bookkeeping, payroll services, and audit representation for individuals and small businesses. They specialize in supporting both established companies and startups with accurate, efficient tax and accounting solutions designed to provide peace of mind.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, startups, self-employed professionals, individuals seeking comprehensive tax and accounting support
    What sets them apart
    • Handles tax preparation, bookkeeping, payroll services, and audit representation in one firm—no need to coordinate with multiple providers.
    • Offers specialized support for startups and small businesses, including consultation tailored to new ventures in the Silicon Valley tech ecosystem.
    • Established local firm with deep roots in Silicon Valley, led by experienced professionals who understand regional business needs and tax complexities.
    Tax PreparationAccounting ServicesPayroll ServicesSmall BusinessSilicon Valley
    Phone(408) 292-5626
    Sunrise Tax Pro Services
    Updated 4/15/26Learn More →
    78
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★5.0(11 Google reviews)

    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.

    Best for: Personal Tax Filing
    Ideal clients: Business owners seeking tax reduction strategies, Individual high-income earners, Small to mid-size companies needing accounting support
    What sets them apart
    • Offers personalized attention and client-focused service with the strategic sophistication of a larger firm, treating each client as their primary focus.
    • Serves both individual and business clients with tailored strategies for tax reduction, financial planning, and business growth.
    • Handles accounting needs of varying complexity, from straightforward individual returns to sophisticated business tax and consulting matters.
    Tax PlanningBusiness AccountingCPA ServicesFinancial Consulting
    Phone(408) 260-9600
    Dunham Associates CPAs
    Updated 4/15/26Learn More →
    77
    Lantern
    Score
    San Jose, CA
    Serves San Jose and Bay Area
    ★★★★★5.0(10 Google reviews)

    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.

    Ideal clients: Small to medium-sized business owners, self-employed professionals, real estate investors, construction and medical practice owners seeking proactive tax planning and compliance
    What sets them apart
    • David personally handles every aspect of your return—interview through filing—ensuring deep knowledge of your finances and streamlined service without the overhead of a large firm.
    • Active California CPA with graduate degree in taxation who has worked with startups through companies with $100M+ revenue, focusing on closely held businesses and individual taxes.
    • Transparent fixed-fee structure with ongoing support available throughout the year, not just tax season, to help you maximize deductions and plan strategically.
    CPA ServicesTax PreparationBusiness AccountingTax PlanningSan Jose
    Phone(408) 838-3381
    David Kirst, CPA | San Jose Tax Preparation Expert
    Updated 4/15/26Learn More →
    77
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Silicon Valley communities
    ★★★★★4.6(45 Google reviews)

    Koshy P. George, CPA is an independent accounting firm in San Jose specializing in tax preparation, bookkeeping, and financial consulting for individuals and small businesses. With CPA certification and years of experience, the firm provides comprehensive tax strategy, IRS representation, and year-round financial guidance to help clients minimize tax liability and maintain organized records.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business startups
    What sets them apart
    • Licensed CPA with expertise in tax strategy and compliance for both individual and business clients.
    • Offers year-round financial guidance and proactive tax strategies, not just annual return preparation.
    • Can represent clients before the IRS for audits and dispute resolution.
    CPA ServicesTax PreparationBookkeepingSmall Business AccountingFinancial Consulting
    Phone(408) 558-3619
    Websitekpgcpa.net
    Koshy P.George; Cpa
    Updated 4/15/26Learn More →
    76
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Bay Area
    ★★★★★4.6(34 Google reviews)

    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.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small to mid-size business owners, Self-employed professionals, Individuals with complex tax situations
    What sets them apart
    • Handles both individual and business tax preparation, payroll processing, and bookkeeping under one roof for streamlined financial management.
    • Offers strategic financial consulting beyond basic tax filing, helping clients optimize their financial position and plan for growth.
    • Takes time to understand each client's unique situation rather than treating tax preparation as a one-size-fits-all service.
    Tax PreparationAccounting ServicesBookkeepingBusiness FinancePayroll Services
    Phone(408) 212-7770
    Websiteactax.com
    Actax
    Updated 4/15/26Learn More →
    76
    Lantern
    Score
    Sunnyvale, CA · 11 mi from San Jose
    Serves Sunnyvale, CA and surrounding Silicon Valley communities
    ★★★★★4.6(34 Google reviews)

    Kifer CPA is a full-service accounting firm in Sunnyvale specializing in tax preparation, bookkeeping, and business accounting services for individuals and small to mid-size businesses. Led by experienced CPAs, they provide comprehensive tax planning, IRS representation, and ongoing financial management to help clients minimize tax liability and maintain accurate records. Their personalized approach and deep knowledge of California tax law make them a trusted choice for business owners and professionals seeking reliable accounting support.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business owners needing ongoing bookkeeping support
    What sets them apart
    • Full-service firm staffed by certified CPAs with expertise in tax strategy and compliance for both individuals and businesses.
    • Provides representation before the IRS for audits and disputes, protecting clients' interests during tax proceedings.
    • Offers ongoing bookkeeping and financial record management, not just annual tax preparation, ensuring year-round financial accuracy.
    CPA ServicesTax PreparationBookkeepingBusiness AccountingIRS Representation
    Phone(408) 739-7000
    Kifer CPA
    Updated 4/15/26Learn More →
    76
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Silicon Valley area
    ★★★★★4.6(29 Google reviews)

    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.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Small business owners, self-employed individuals, families seeking comprehensive tax preparation, business owners needing bookkeeping support
    What sets them apart
    • Offers both individual tax preparation and business accounting services under one roof, allowing clients to coordinate their personal and business finances with a single trusted provider.
    • As an independent accounting practice, they provide personalized attention and customized tax strategies tailored to each client's specific situation rather than one-size-fits-all corporate approaches.
    Tax PreparationAccounting ServicesBusiness TaxesBookkeepingFinancial Consulting
    Phone(408) 440-8048
    Almadelia-S Tax Services
    Updated 4/15/26Learn More →
    75
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★5.0(14 Google reviews)

    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.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Self-employed professionals, small business owners, individuals with complex tax situations
    What sets them apart
    • Focuses on optimizing deductions and tax strategies tailored to individual and business circumstances rather than generic filing.
    • Owner-operated service with deep knowledge of California and federal tax requirements for local San Jose residents and small business owners.
    Tax PreparationIncome TaxAccountingSan JosePersonal & Business
    Phone(408) 569-6701
    Lan Lam Income Tax
    Updated 4/15/26Learn More →
    75
    Lantern
    Score
    Milpitas, CA · 10 mi from San Jose
    Serves Milpitas, CA and surrounding San Jose Bay Area
    ★★★★☆4.4(854 Google reviews)

    Sanjay Taxpro is an accounting firm specializing in business and personal tax preparation, led by an Indian CPA with expertise in serving diverse clientele. They offer comprehensive tax services including individual tax prep, business tax planning, bookkeeping, payroll services, and IRS representation for audits. Their practice focuses on helping small business owners, self-employed professionals, and individuals navigate complex tax situations with personalized attention.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, Indian-American entrepreneurs, individuals with complex tax situations
    What sets them apart
    • Dedicated expertise serving Indian-American business owners and professionals with understanding of cultural business practices and cross-border tax considerations.
    • Handles individual and business tax prep, bookkeeping, payroll processing, and IRS audit representation all under one roof for streamlined service.
    • Specializes in working with self-employed professionals and small business owners who need ongoing tax planning and accounting support.
    Tax PreparationCPA ServicesBusiness AccountingIRS RepresentationBookkeeping
    Sanjay Taxpro | Business and Personal Tax Accountant | Indian CPA
    Updated 4/15/26Learn More →
    74
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★5.0(6 Google reviews)

    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.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Self-employed professionals, Small business owners, Individuals seeking tax optimization
    What sets them apart
    • Dedicated to finding tax-saving opportunities and ensuring accurate filing for individuals and small business owners.
    • Handles ongoing financial record-keeping and organization, not just annual tax returns.
    Tax PreparationBookkeepingSmall BusinessIncome TaxAccounting
    Phone(408) 729-0541
    C & S Income Tax and Bookkeeping
    Updated 4/15/26Learn More →
    74
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Silicon Valley
    ★★★★★5.0(6 Google reviews)

    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.

    Best for: Personal Tax Filing
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business owners seeking financial strategy
    What sets them apart
    • Martin Lowe holds CPA certification, ensuring compliance with strict professional standards and providing clients access to expert-level tax and accounting services.
    • The firm focuses on understanding individual client needs rather than one-size-fits-all solutions, tailoring strategies to each client's financial goals and circumstances.
    • Beyond tax preparation, the firm offers financial planning and business consulting to help clients make informed financial decisions.
    CPA ServicesTax PreparationFinancial PlanningBusiness Accounting
    Phone(408) 828-3166
    Martin Lowe, CPA
    Updated 4/15/26Learn More →
    74
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★5.0(10 Google reviews)

    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.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed individuals, businesses needing payroll management, clients requiring IRS representation
    What sets them apart
    • Established firm with decades of expertise in accounting, tax preparation, and financial services for both individuals and businesses.
    • Offers comprehensive services including tax preparation, bookkeeping, payroll processing, sales tax compliance, and IRS representation under one roof.
    • Proactively identifies tax savings opportunities and deductions while ensuring full compliance with all regulations.
    Tax PreparationBookkeepingPayroll ServicesIRS RepresentationBusiness Accounting
    Phone(408) 826-4488
    Pro Tax & Accounting Corp
    Updated 4/15/26Learn More →
    74
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★☆4.4(37 Google reviews)

    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.

    Best for: Personal Tax Filing
    Ideal clients: Individual taxpayers seeking professional tax preparation, self-employed individuals, those with complex tax situations, people wanting in-person tax guidance
    What sets them apart
    • Part of a established national tax preparation network with experience handling diverse tax situations and complex filing scenarios.
    • Offers face-to-face consultation at their Story Road location, allowing clients to discuss their tax situation directly with tax professionals.
    • Handles individual tax returns, deductions optimization, and helps clients understand their tax obligations and refund potential.
    Tax PreparationIndividual TaxesTax FilingProfessional Tax HelpRefund Services
    Phone(408) 606-3989
    Jackson Hewitt Tax Service
    Updated 4/15/26Learn More →
    72
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Silicon Valley communities
    ★★★★★4.5(76 Google reviews)

    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.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Self-employed professionals, small business owners, individuals with complex tax situations, clients facing IRS audits
    What sets them apart
    • Provides direct IRS representation and audit defense services, handling complex tax matters on behalf of clients.
    • Serves both individual filers and small business owners with customized tax strategies tailored to each client's specific situation.
    • Long-standing San Jose accounting firm with deep roots in the community and experience serving diverse client needs.
    Tax PreparationAccounting ServicesIRS RepresentationBusiness Taxes
    Phone(408) 928-1111
    Al Sanchez Income Tax Services
    Updated 4/15/26Learn More →
    72
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Silicon Valley communities
    ★★★★★5.0(8 Google reviews)

    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.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business owners seeking tax strategy
    What sets them apart
    • Licensed CPA with expertise in tax strategy and financial planning for both individual and business clients.
    • Provides customized accounting solutions rather than one-size-fits-all approaches, working closely with clients to understand their financial goals.
    • Offers tax preparation, bookkeeping, financial consulting, and audit representation under one roof for comprehensive financial management.
    CPA ServicesTax PreparationBookkeepingFinancial ConsultingBusiness Accounting
    Phone(408) 475-5441
    Michael Hua, CPA
    Updated 4/15/26Learn More →
    71
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Silicon Valley areas
    ★★★★★4.5(25 Google reviews)

    Ami Shah CPA is a certified public accounting firm based in San Jose specializing in tax preparation, accounting services, and financial consulting for individuals and businesses. Led by experienced CPA Ami Shah, the firm offers comprehensive tax planning, bookkeeping, payroll services, and IRS representation to help clients optimize their financial positions and stay compliant with tax regulations.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, startups needing accounting and tax planning
    What sets them apart
    • Ami Shah holds CPA certification, ensuring clients receive advice from a qualified accounting professional with rigorous credentials and ongoing education requirements.
    • Offers the full range of accounting services including tax prep, bookkeeping, payroll, and IRS representation — handling multiple financial needs through one trusted relationship.
    • Based in San Jose with deep understanding of local business environment, startup culture, and tax implications relevant to the tech and business community.
    CPA ServicesTax PreparationAccountingBusiness TaxFinancial Consulting
    Phone(408) 548-7179
    Websiteamicpa.com
    Ami Shah CPA
    Updated 4/15/26Learn More →
    70
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding areas
    ★★★★★5.0(6 Google reviews)

    Premier 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.

    Best for: Personal Tax Filing
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization
    What sets them apart
    • Provides comprehensive tax preparation and planning to help minimize tax liability and maximize returns.
    • Serves both personal tax filers and business owners with tailored accounting solutions.
    Tax PreparationAccounting ServicesFinancial ConsultingCPA Services
    Phone(669) 293-0469
    Premier Tax Pro
    Updated 4/15/26Learn More →

    Frequently Asked Questions

    Who is the top-ranked accounting and tax service provider in San Jose?

    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.

    Which tax services are best for self-employed professionals in San Jose?

    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.

    What accounting services are available for small business owners with complex needs?

    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.

    Are there Spanish-language accounting services available in San Jose?

    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.

    Which CPA firm specializes in tech workers and stock options?

    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.

    What accounting firm has the most experience serving gig workers and content creators?

    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.

    This directory of accounting & tax local businesses serving San Jose, CA is maintained by Lantern. Rankings are determined by the Lantern Score — not advertising or payment for placement. Learn how it works. Last updated April 15, 2026. To claim or update a listing, contact us.