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 May 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.

    Show businesses best for:
    91
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Silicon Valley communities including Santa Clara County
    ★★★★★4.9(49 Google reviews)

    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.

    Tomas Gonzalez, Principal / Manager
    Ideal clients: Tech professionals with stock options and RSUs, Silicon Valley startup founders and entrepreneurs, Small business owners needing year-round bookkeeping and payroll, Individuals facing IRS or state tax audits, Anyone needing Affordable Care Act tax guidance, Busy professionals requiring evening or Saturday appointments
    What sets them apart
    • Deep understanding of tech industry compensation including stock options, RSUs, ISO/NSO taxation, and startup equity — critical for San Jose's tech workforce.
    • Complete suite of services from startup consultation through ongoing bookkeeping, payroll, and tax planning — not just annual tax prep.
    • Open until 6:30 PM weekdays and Saturdays until 4 PM to accommodate working professionals who can't visit during standard business hours.
    • Full audit representation services to defend your tax return if questioned by the IRS or state agencies — not just preparation, but ongoing protection.
    Tax PreparationAccounting ServicesPayroll ServicesSmall BusinessSilicon Valley

    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 reviews
    Phone(408) 292-5626
    Hours
    Mon9:00 AM – 6:30 PM
    Tue9:00 AM – 6:30 PM
    Wed9:00 AM – 6:30 PM
    Thu9:00 AM – 6:30 PM
    Fri9:00 AM – 6:30 PM
    Sat9:00 AM – 4:00 PM
    SunClosed
    Sunrise Tax Pro Services
    Updated 4/22/26Learn More →
    88
    Lantern
    Score
    Santa Clara, CA · 10 mi from San Jose
    Serves Santa Clara, San Jose, Sunnyvale, Mountain View, Palo Alto, and throughout Silicon Valley, California
    ★★★★★4.7(87 Google reviews)

    Bhuiyan & 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.

    Ideal clients: Silicon Valley tech employees with stock options, Small business owners needing bookkeeping and tax strategy, Real estate investors and landlords seeking tax optimization, Nonprofit organizations requiring Form 990 and compliance services, Self-employed individuals and freelancers, Startups needing business structuring and tax planning
    What sets them apart
    • Deep experience with stock options (ISOs, NSOs), RSUs, AMT planning, and international tax issues unique to high-tech employees and startup founders in Silicon Valley.
    • Specialized guidance on rental property taxation, cost segregation studies, passive activity loss rules, real estate professional status, and maximizing landlord deductions.
    • Certified public bookkeepers handle day-to-day accounting, internal controls, and financial statements, while CPAs provide tax strategy, business succession planning, and compliance services.
    • Extensive experience with nonprofit organizations, Form 990 preparation, small business tax planning, payroll tax compliance, and helping entrepreneurs structure their businesses for tax efficiency.
    CPA CertifiedTax PlanningSmall Business AccountingNon-Profit ServicesReal Estate Tax

    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 reviews
    Phone(408) 727-5001
    Hours
    Mon8:30 AM – 5:30 PM
    Tue8:30 AM – 5:30 PM
    Wed8:30 AM – 5:30 PM
    Thu8:30 AM – 5:30 PM
    Fri8:30 AM – 5:00 PM
    SatClosed
    SunClosed
    Bhuiyan & Associates, CPA
    Updated 4/24/26Learn More →
    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 4/21/26Learn 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 4/21/26Learn 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 4/21/26Learn 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 4/21/26Learn More →
    84
    Lantern
    Score
    San Jose, CA
    Serves San Jose, Santa Clara County, and Silicon Valley
    ★★★★★5.0(54 Google reviews)

    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.

    Katherine N. Lee, CPA, Principal, California Licensed CPA
    Ideal clients: Small business owners seeking proactive tax strategies, Independent contractors and 1099 professionals managing self-employment taxes, Tech workers with stock options or RSUs, Startups deciding on entity structure, E-commerce entrepreneurs scaling operations, Real estate investors, Business owners who want year-round CPA support and personalized service
    What sets them apart
    • Katherine Lee is a licensed California CPA with specialized expertise in small business taxation, entity structuring, and proactive tax planning for entrepreneurs and independent contractors in Silicon Valley.
    • Extended hours until 9:30 PM weekdays make it easy for business owners to schedule consultations and meetings without taking time away from running their business during the day.
    • Goes beyond annual tax prep to provide quarterly planning, estimated payment guidance, and strategic advice on business decisions that impact your tax liability—helping clients minimize taxes legally and avoid surprises.
    • Perfect 5.0 rating on Google from small business owners who value responsive communication, personalized service, and a CPA who truly understands their industry and financial goals.
    Tax PreparationCPA ServicesBookkeepingPayroll ProcessingVirtual Service

    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 reviews
    Phone(408) 520-0566
    Hours
    Mon10:00 AM – 9:30 PM
    Tue10:00 AM – 9:30 PM
    Wed10:00 AM – 9:30 PM
    Thu10:00 AM – 9:30 PM
    Fri10:00 AM – 9:30 PM
    SatClosed
    SunClosed
    KNL & Company, CPA
    Updated 4/20/26Learn More →
    82
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding Santa Clara County
    ★★★★★4.8(1115 Google reviews)

    AMC 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.

    Ideal clients: High-net-worth individuals seeking strategic tax reduction, small business owners needing year-round bookkeeping and payroll, entrepreneurs starting new businesses, gig workers and content creators with complex income streams, anyone facing IRS audits or back tax problems, estate and trust beneficiaries, non-profit organizations
    What sets them apart
    • Over two decades serving San Jose with experienced CPA-led tax services, backed by 1,100+ five-star reviews and a 4.8-star Google rating.
    • Documented success saving high-net-worth clients up to $100,000 through strategic tax planning, capital gains deferral, and income tax reduction strategies.
    • Complete startup support including entity selection (LLC, S-Corp, C-Corp), EIN registration, state licensing, and tax-optimized business structure setup.
    • Professional representation during IRS audits, back tax resolution, and skilled negotiation for payment plans and offers in compromise.
    Tax PreparationCPA ServicesBookkeepingBusiness TaxesIRS Representation

    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 reviews
    Phone(408) 258-2200
    Hours
    Mon9:00 AM – 6:00 PM
    Tue9:00 AM – 6:00 PM
    Wed9:00 AM – 6:00 PM
    Thu9:00 AM – 6:00 PM
    Fri9:00 AM – 5:00 PM
    Sat10:00 AM – 2:00 PM
    SunClosed
    AMC Tax Services
    Updated 4/21/26Learn 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 4/21/26Learn 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 5/14/26Learn More →
    81
    Lantern
    Score
    Campbell, CA · 6 mi from San Jose
    Serves Campbell, San Jose, and Silicon Valley, CA
    ★★★★★4.8(88 Google reviews)

    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.

    Ideal clients: Small business owners needing year-round accounting support, Silicon Valley professionals with complex tax situations, entrepreneurs setting up new LLCs or S-Corps, individuals who've received IRS notices, taxpayers who suspect they've missed deductions in previous years, freelancers and self-employed workers seeking proactive tax planning
    What sets them apart
    • Staffed exclusively by licensed tax professionals with year-round expertise, not seasonal workers or unlicensed preparers — ensuring accurate, strategic tax advice.
    • Every client receives Protection Plus coverage with access to a dedicated audit defense department in the event of IRS or state tax notices.
    • Free review of the past three years of tax returns to identify errors, missed deductions, and opportunities for amended filings.
    • Beyond tax preparation, offers ongoing bookkeeping, payroll services, incorporation assistance, and financial statement preparation for businesses of all structures.
    Tax PreparationBusiness AccountingPayroll ServicesTax Audit DefenseCampbell

    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 reviews
    Phone(408) 558-9000
    Hours
    Mon8:00 AM – 6:00 PM
    Tue8:00 AM – 6:00 PM
    Wed8:00 AM – 6:00 PM
    Thu8:00 AM – 6:00 PM
    Fri8:00 AM – 6:00 PM
    SatClosed
    SunClosed
    Paramount Tax & Accounting Silicon Valley Central
    Updated 4/20/26Learn More →
    80
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and the greater Silicon Valley area including Santa Clara, Sunnyvale, Cupertino, Campbell, Los Gatos, and South Bay communities
    ★★★★★5.0(19 Google reviews)

    Abacus 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.

    Ideal clients: Tech professionals with stock options and equity compensation, self-employed contractors and consultants, small business owners needing bookkeeping and tax prep, startup founders navigating business formation and tax strategy, real estate investors with rental properties, multi-state workers dealing with California tax complexity
    What sets them apart
    • Earned a flawless 5.0-star rating from 19 Google reviews, reflecting consistent excellence in tax preparation, client communication, and personalized service.
    • Not just a seasonal tax shop — provides ongoing tax planning, quarterly consultations, and proactive advice to help clients minimize tax liability throughout the year.
    • Deep understanding of the unique tax challenges facing tech professionals, startups, contractors, and small businesses in the San Jose and Silicon Valley area.
    • Full-service firm offering tax preparation, bookkeeping, payroll, QuickBooks support, business formation consulting, and IRS representation under one roof.
    Tax PreparationBookkeepingPayroll ServicesIRS Representation

    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 reviews
    Phone(408) 620-7946
    Hours
    Mon9:00 AM – 5:00 PM
    Tue9:00 AM – 5:00 PM
    Wed9:00 AM – 5:00 PM
    Thu9:00 AM – 5:00 PM
    FriClosed
    SatClosed
    SunClosed
    Abacus Tax and Accounting Inc.
    Updated 4/22/26Learn More →
    80
    Lantern
    Score
    San Jose, CA
    Serves San Jose, Silicon Valley, and greater Santa Clara County, California, with remote services available for expats and out-of-area clients
    ★★★★★4.8(50 Google reviews)

    Julia 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.

    Julia Brown, CPA, Certified Public Accountant (CPA)
    Ideal clients: Silicon Valley tech employees with stock options, Self-employed contractors and freelancers, Rental property investors planning 1031 exchanges, U.S. expatriates filing from abroad, Foreign nationals working in the U.S., Small business owners needing entity formation or bookkeeping, Nonprofit organizations requiring Form 990 preparation, Mandarin/Cantonese/Hakka-speaking clients seeking culturally fluent CPA services
    What sets them apart
    • Julia Brown is a licensed CPA who has passed the rigorous Uniform CPA Examination and maintains professional proficiency through required continuing education, ensuring clients receive advice grounded in current tax law and best practices.
    • Specializes in taxation of employee stock compensation including ESPP, ISO, and RSU awards, as well as Section 83(b) elections — critical knowledge for tech professionals navigating equity compensation in the Bay Area.
    • Fluent in English, Mandarin, Cantonese, and Hakka, providing culturally competent service to Silicon Valley's diverse international community including foreign nationals, expats, and immigrant entrepreneurs.
    • Unlike larger firms where client inquiries may go unanswered for weeks, Julia Brown CPA guarantees prompt response to all correspondence within 24 hours, with direct access to the same professional every time.
    CPA ServicesTax PreparationSmall Business AccountingPayroll ServicesIRS Representation

    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 reviews
    Phone(408) 806-5966
    Hours
    Mon9:00 AM – 6:00 PM
    Tue9:00 AM – 6:00 PM
    Wed9:00 AM – 6:00 PM
    Thu9:00 AM – 6:00 PM
    Fri9:00 AM – 6:00 PM
    SatClosed
    SunClosed
    Julia Brown CPA
    Updated 4/20/26Learn 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 5/14/26Learn 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 4/21/26Learn 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 4/21/26Learn More →
    77
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and surrounding South Bay areas including Campbell, Los Gatos, Saratoga, Sunnyvale, and Silicon Valley communities
    ★★★★★4.6(45 Google reviews)

    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.

    Koshy P. George, CPA, Certified Public Accountant (CPA)
    Ideal clients: Small business owners needing bookkeeping and tax services, Independent professionals seeking personalized tax planning, Individuals facing IRS audits or back taxes, Startups looking for QuickBooks setup and training, Executives who need flexible after-hours accounting support
    CPA ServicesTax PreparationBookkeepingSmall Business AccountingFinancial Consulting
    Phone(408) 558-3619
    Websitekpgcpa.net
    Koshy P.George; Cpa
    Updated 4/21/26Learn 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 4/21/26Learn More →
    76
    Lantern
    Score
    Sunnyvale, CA · 11 mi from San Jose
    Serves Sunnyvale, CA and throughout Silicon Valley including Palo Alto, Mountain View, Santa Clara, Cupertino, San Jose, and the greater San Francisco Bay Area
    ★★★★★4.6(34 Google reviews)

    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.

    Ideal clients: High-net-worth individuals needing sophisticated tax planning, Small business owners seeking year-round CPA guidance, International business owners and families requiring bilingual service, Multinational companies with Asia-Pacific operations, Tech entrepreneurs navigating complex equity compensation and startup tax issues, Families with cross-border financial considerations
    CPA ServicesTax PreparationBookkeepingBusiness AccountingIRS Representation
    Phone(408) 739-7000
    Kifer CPA
    Updated 4/21/26Learn 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 4/21/26Learn 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 4/21/26Learn More →
    75
    Lantern
    Score
    Milpitas, CA · 10 mi from San Jose
    Serves Milpitas, CA and surrounding Silicon Valley communities including San Jose, Fremont, Santa Clara, Sunnyvale, and the broader San Francisco Bay Area
    ★★★★☆4.4(854 Google reviews)

    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.

    Sanjay Muppaneni, Founder & IRS Enrolled Agent, IRS Enrolled Agent (EA), AICPA Member, IRS Certified Acceptance Agent (CAA)
    Ideal clients: Individuals on F1, J1, or H1 visas needing specialized tax filing, Small business owners seeking bookkeeping and payroll services, Anyone needing ITIN application processing, Taxpayers facing IRS collection or audit issues, Entrepreneurs starting an LLC or corporation, Families seeking financial and investment planning, Busy professionals who need evening or weekend tax appointments
    Tax PreparationCPA ServicesBusiness AccountingIRS RepresentationBookkeeping
    Sanjay Taxpro | Business and Personal Tax Accountant | Indian CPA
    Updated 4/22/26Learn 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 4/21/26Learn 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 4/21/26Learn 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 4/21/26Learn 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 5/14/26Learn 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 4/21/26Learn 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 4/21/26Learn More →
    71
    Lantern
    Score
    San Jose, CA
    Serves San Jose, CA and the greater Silicon Valley area including Santa Clara County
    ★★★★★4.5(25 Google reviews)

    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.

    Ami Shah, CPA, Principal
    Ideal clients: Tech entrepreneurs navigating equity compensation, Small business owners needing year-round tax planning, Individuals with foreign bank accounts requiring FBAR compliance, S-corporations seeking optimization strategies, Real estate investors using cost segregation, Businesses needing succession planning or multi-entity structuring
    What sets them apart
    • Led by Ami Shah, CPA, with nearly two decades of experience serving businesses and individuals in Silicon Valley's complex tax landscape.
    • Expert guidance on offshore voluntary disclosure, FBAR compliance, and IRS Form 8938 reporting for clients with foreign financial accounts and assets.
    • Specializes in sophisticated planning techniques including cost segregation, captive insurance, S-corp optimization, self-rental strategies, and multi-entity structuring.
    • Recognized as a Top 4 Accounting Firm for four consecutive years, combining boutique personalized service with big-firm technical expertise.
    CPA ServicesTax PreparationAccountingBusiness TaxFinancial Consulting

    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 reviews
    Phone(408) 548-7179
    Websiteamicpa.com
    Hours
    Mon10:00 AM – 5:30 PM
    Tue10:00 AM – 5:30 PM
    Wed10:00 AM – 5:30 PM
    Thu10:00 AM – 5:30 PM
    Fri10:00 AM – 5:30 PM
    SatClosed
    SunClosed
    Ami Shah CPA
    Updated 4/22/26Learn 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 4/21/26Learn 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.