Best Accounting & Tax in Sunnyvale, California

    Areas served: Sunnyvale, CA and surrounding Santa Clara County

    27 local businessesRanked by Lantern Score — a measure of reputation and business quality. We don't accept payment for placement.
    Updated April 16, 2026

    Sunnyvale's accounting and tax landscape reflects the city's position in Silicon Valley, with practitioners serving both established tech companies and emerging startups alongside traditional small businesses. The concentration of software and hardware firms has created demand for specialists in equity compensation, R&D tax credits, and multi-state nexus issues. This directory catalogs licensed CPAs, enrolled agents, and tax preparation services throughout Sunnyvale, evaluated by professional credentials, industry expertise, and service capabilities.

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    85
    Lantern
    Score
    Sunnyvale, CA
    Serves Sunnyvale, CA and greater Bay Area
    ★★★★★5.0(114 Google reviews)

    FinloTax is a comprehensive tax and accounting firm specializing in serving California startups, small businesses, and individuals. They offer integrated services including bookkeeping, tax preparation and planning, CFO services, payroll management, company incorporation, and compliance services (including international tax requirements like FBAR and FATCA). With 15+ years of experience and a team of enrolled agents and tax specialists, FinloTax handles everything from monthly financial reconciliation to strategic tax optimization, R&D tax credits, and entity structuring—allowing founders and business owners to focus on growth while maintaining financial compliance and minimizing tax liability.

    Best for: Personal Tax FilingSmall BusinessesRemote ClientsYear-Round Support
    Ideal clients: Tech startup founders, small business owners, self-employed individuals, entrepreneurs seeking tax optimization, businesses with payroll compliance needs
    What sets them apart
    • Combines bookkeeping, tax filing, CFO services, and company incorporation in one integrated platform, eliminating the need for multiple vendors and simplifying financial management for early-stage businesses.
    • Hosts weekly live 30-minute strategy sessions teaching individuals and entrepreneurs how to legally minimize taxes, optimize deductions, and maximize cash flow through actionable guidance.
    • Offers niche services like R&D tax credits, ITIN applications, international compliance (FBAR/FATCA), and entity structuring—services most general accountants don't provide.
    Tax PlanningStartup AccountingBookkeepingCFO ServicesPayroll Management
    Phone(408) 822-9406
    FinloTax | Tax Planning, Bookkeeping & CFO
    Updated 4/16/26Learn More →
    84
    Lantern
    Score
    San Jose, CA · 11 mi from Sunnyvale
    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 →
    84
    Lantern
    Score
    Santa Clara, CA · 3 mi from Sunnyvale
    Serves Santa Clara and surrounding Silicon Valley areas
    ★★★★★4.9(248 Google reviews)

    Martinez Corp. Taxes and Insurance is a family-owned business in Santa Clara offering comprehensive tax preparation, bookkeeping, insurance services, and administrative support. They provide expert tax services for individuals and businesses with flexible options including in-person appointments, online filing, and drop-off services. Beyond accounting, they also offer DMV services, immigration assistance, and notary services, all built on a foundation of trust, accuracy, and personalized customer care.

    Best for: Personal Tax FilingSmall Businesses
    Ideal clients: Individuals needing personal tax preparation, small business owners seeking bookkeeping support, families looking for integrated financial and insurance services, Spanish-speaking clients
    What sets them apart
    • Offers in-person appointments, online filing, and drop-off options to accommodate different schedules and preferences.
    • Beyond tax and bookkeeping, provides insurance, DMV services, immigration assistance, and notary services for complete administrative support.
    • Built on personalized service and deep understanding of client needs, treating customers as an extension of their own family.
    Tax PreparationInsurance ServicesBookkeepingFamily-OwnedPersonalized Service
    Phone(408) 200-8875
    Martinez Corp. Taxes and Insurance
    Updated 4/16/26Learn More →
    83
    Lantern
    Score
    Santa Clara, CA · 3 mi from Sunnyvale
    Serves Santa Clara, CA and surrounding Bay Area (fully virtual)
    ★★★★★4.9(104 Google reviews)

    Alpha B Group is a virtual accounting firm specializing in tax preparation, tax planning, and bookkeeping services for tech employees, self-employed professionals, and small businesses with fewer than 100 employees. Founded by accountants who understand the complexities of startup culture and entrepreneurship, they emphasize proactive tax planning throughout the year rather than reactive filing. Their fully remote model makes them accessible for clients throughout California.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote Clients
    Ideal clients: Tech employees, self-employed professionals, small business owners with under 100 employees, startup founders
    What sets them apart
    • They focus specifically on tech employees, startups, and self-employed professionals, bringing deep expertise in the unique tax situations common to these industries.
    • Beyond annual filing, they emphasize proactive tax planning throughout the year to help clients optimize their filings and take timely action.
    • All appointments are conducted virtually or by phone, making them accessible regardless of location without requiring in-office visits.
    Tax PreparationBookkeepingSmall BusinessVirtual ServiceTax Planning
    Alpha B Group
    Updated 4/16/26Learn More →
    82
    Lantern
    Score
    Newark, CA · 11 mi from Sunnyvale
    Serves Newark, CA and greater Bay Area including Fremont, Union City, Hayward, and Milpitas
    ★★★★★4.9(58 Google reviews)

    Vik Randhawa, CPA is a full-service CPA firm in Newark, California, specializing in tax preparation, bookkeeping, financial planning, and accounting services for individuals, business owners, and executives across the Bay Area. The firm handles individual and business tax returns, QuickBooks setup and management, IRS representation, and strategic financial advisory to help clients optimize deductions, improve cash flow, and achieve long-term financial goals. Known for personalized attention, clear communication, and practical expertise, Vik Randhawa, CPA combines professional knowledge with responsive service to support both personal and business financial needs.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote Clients
    Ideal clients: Small business owners, self-employed professionals, executives, individuals with complex tax situations, property sellers
    What sets them apart
    • Offers professional tax problem resolution and IRS audit representation, providing expert guidance for clients facing tax complications or disputes.
    • Provides comprehensive QuickBooks setup, management, and optimization for small to mid-sized business owners seeking efficient accounting software solutions.
    • Takes time to understand each client's unique financial goals and challenges, delivering tailored strategies for tax optimization, cash flow improvement, and long-term growth.
    CPA FirmTax PreparationBookkeepingFinancial PlanningBay Area
    Phone(510) 573-7638
    Vik Randhawa, CPA
    Updated 4/15/26Learn More →
    82
    Lantern
    Score
    Sunnyvale, CA
    Serves Sunnyvale and surrounding Silicon Valley, CA
    ★★★★★4.8(127 Google reviews)

    Sagarmatha Tax & Accounting Services is a full-service accounting firm in Sunnyvale established in 2010, led by Bishnu Karki, a registered and accredited tax preparer with a Master's in Accounting. They provide comprehensive tax preparation for individuals, businesses, and nonprofits; payroll services including W2/1099 filing; bookkeeping with financial statements; sales tax services; business formation and consulting; and health insurance services through Covered California. Available year-round with a focus on professional, cost-effective service.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small business owners, self-employed individuals, nonprofit organizations, businesses needing payroll services
    What sets them apart
    • Owner Bishnu Karki holds California tax preparer registration and accreditation from the Accreditation Council for Accounting and Taxation, plus a Master's degree in Accounting and 15+ years of experience.
    • Beyond tax returns, they offer payroll processing, bookkeeping, sales tax filing, business entity formation, and business consulting—making them a one-stop resource for business owners.
    • Open throughout the year to handle all accounting and tax needs, providing continuity beyond the typical tax season.
    Tax PreparationAccounting ServicesPayroll ProcessingBusiness ConsultingBookkeeping
    Phone(408) 306-4013
    Sagarmatha Tax & Accounting Services
    Updated 4/16/26Learn More →
    82
    Lantern
    Score
    Sunnyvale, CA
    Serves Sunnyvale and surrounding Silicon Valley areas
    ★★★★★5.0(25 Google reviews)

    Bookkeeping Pro & Tax Services Inc is an accounting firm in Sunnyvale specializing in comprehensive bookkeeping, tax planning, and tax resolution services for small businesses and individuals. Founded by Ravi, the firm offers affordable bookkeeping, strategic tax planning to maximize savings, timely tax filing to avoid penalties, IRS and FTB audit representation, cleanup of prior-year accounting records, and fractional CFO services for growing businesses. They combine meticulous financial management with proactive tax strategy to help clients stay compliant while minimizing tax liability.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote Clients
    Ideal clients: Small business owners, self-employed professionals, entrepreneurs seeking tax savings, business owners needing cleanup of prior-year books
    What sets them apart
    • Handles IRS and FTB correspondence and audits directly, helping clients navigate tax issues and avoid penalties and interest charges.
    • Proactively plans tax strategies throughout the year to minimize tax liability, rather than just filing returns after the fact.
    • Offers part-time financial management and strategy services for growing businesses that need CFO-level expertise without full-time overhead.
    Tax PlanningBookkeepingIRS RepresentationSmall BusinessTax Filing
    Phone(408) 829-9362
    Bookkeeping Pro & Tax Services Inc
    Updated 4/16/26Learn More →
    81
    Lantern
    Score
    Campbell, CA · 8 mi from Sunnyvale
    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 →
    81
    Lantern
    Score
    Sunnyvale, CA
    Serves Sunnyvale and surrounding Silicon Valley communities
    ★★★★★5.0(22 Google reviews)

    Victoria Armigo, EA provides comprehensive tax preparation and accounting services for individuals and small businesses in the Sunnyvale area. As an Enrolled Agent with expertise in tax strategy, bookkeeping, and IRS representation, Victoria offers personalized tax planning and compliance services to help clients minimize tax liability and stay audit-ready. She specializes in working with self-employed professionals, small business owners, and individuals with complex tax situations.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Self-employed professionals, small business owners, individuals with complex tax situations, business owners needing IRS representation
    What sets them apart
    • Victoria is a federally-authorized Enrolled Agent who can represent clients before the IRS in audits, appeals, and tax matters — a credential requiring significant tax expertise and passing rigorous exams.
    • She provides customized tax planning beyond just filing returns, helping clients identify deductions and strategies specific to their business structure and income situation.
    • Victoria specializes in serving self-employed professionals and small business owners who need both tax preparation and ongoing bookkeeping support.
    Tax PreparationEnrolled AgentSmall Business AccountingIRS RepresentationTax Planning
    Phone(408) 296-6605
    Victoria Armigo, EA.
    Updated 4/16/26Learn More →
    81
    Lantern
    Score
    Sunnyvale, CA
    Serves San Francisco Bay Area, including Silicon Valley and surrounding communities
    ★★★★★4.8(73 Google reviews)

    J&C Insurance Multiservices Inc is a full-service insurance and financial services agency based in Sunnyvale, serving the San Francisco Bay Area. They provide comprehensive insurance solutions including auto, home, life, and business coverage, along with accounting and tax preparation services. The agency combines personalized insurance expertise with financial and accounting support, making them a one-stop shop for clients seeking integrated insurance and business services.

    Best for: Personal Tax Filing
    Ideal clients: Small business owners, self-employed professionals, families seeking bundled insurance and tax services, Spanish-speaking clients
    What sets them apart
    • Combines insurance, accounting, and tax preparation services under one roof, eliminating the need to work with multiple providers for related financial services.
    • Operating from their Sunnyvale location, they provide direct customer relationships and understand the specific needs of Bay Area residents and businesses.
    Insurance AgencyTax PreparationAccounting ServicesAuto InsuranceBusiness Insurance
    Phone(408) 506-2375
    J&C insurance Multiservices Inc
    Updated 4/16/26Learn More →
    80
    Lantern
    Score
    San Jose, CA · 7 mi from Sunnyvale
    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 · 6 mi from Sunnyvale
    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
    Sunnyvale, CA
    Serves Sunnyvale, San Jose, and surrounding Silicon Valley communities
    ★★★★★4.7(147 Google reviews)

    H&R Block's Sunnyvale tax office provides comprehensive tax preparation and filing services for individuals and businesses. Their experienced tax professionals help clients navigate federal and state tax returns, maximize deductions, and handle complex tax situations. With both in-person and virtual service options, they serve the Silicon Valley community with personalized tax planning and IRS representation when needed.

    Best for: Personal Tax FilingIRS IssuesRemote Clients
    Ideal clients: Sunnyvale and Silicon Valley residents needing tax preparation, small business owners, self-employed professionals, individuals with complex tax situations
    What sets them apart
    • Knowledgeable staff trained in individual and business tax preparation with access to H&R Block's extensive resources and technology.
    • Flexible service delivery with both in-office appointments at the E El Camino Real location and remote tax preparation services.
    • Professional support for IRS audits and tax disputes, providing peace of mind for complex tax situations.
    Tax PreparationIndividual & Business TaxesIRS RepresentationVirtual ServiceTax Planning
    Phone(408) 739-2294
    H&R Block - E El Camino Real
    Updated 4/16/26Learn More →
    80
    Lantern
    Score
    Sunnyvale, CA
    Serves Sunnyvale, San Jose, Mountain View, Cupertino, and surrounding Silicon Valley communities
    ★★★★★4.8(35 Google reviews)

    Keystone Tax LLC, founded by Enrolled Agent Ellen Domorad, provides comprehensive tax preparation, accounting, and consulting services for both individuals and businesses in the San Francisco Bay Area. Their services include tax preparation and planning, IRS audit representation and resolution, small business accounting and bookkeeping, payroll processing, QuickBooks setup, new business formation, and succession planning. They specialize in helping business owners and individuals navigate complex tax situations and optimize their tax strategies.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, businesses needing bookkeeping and payroll support
    What sets them apart
    • Founded and led by Ellen Domorad, an Enrolled Agent with expertise in complex tax situations and IRS representation.
    • Offers end-to-end accounting services including tax prep, bookkeeping, payroll, QuickBooks setup, new business formation, and succession planning—not just tax filing.
    • Specializes in resolving tax problems including audits, back taxes, liens, levies, penalty abatement, and payment plans.
    Tax PreparationIRS RepresentationBusiness AccountingPayroll ServicesTax Planning
    Phone(408) 412-3373
    Keystone Tax LLC. Tax Consultant - Tax Preparation, Resolution, Planning Services in California
    Updated 4/16/26Learn More →
    80
    Lantern
    Score
    Santa Clara, CA · 4 mi from Sunnyvale
    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 →
    79
    Lantern
    Score
    Sunnyvale, CA
    Serves Sunnyvale and surrounding Silicon Valley communities
    ★★★★★4.6(303 Google reviews)

    H&R Block is a tax preparation and accounting service offering individual and business tax filing, tax planning, bookkeeping, and payroll services. Their experienced tax professionals help clients maximize deductions and navigate complex tax situations. This Sunnyvale location provides both in-person and virtual tax services to make filing convenient for busy professionals and families.

    Best for: Personal Tax FilingSmall BusinessesRemote ClientsYear-Round Support
    Ideal clients: Busy professionals, small business owners, self-employed individuals, families seeking personalized tax guidance
    What sets them apart
    • Offers individual tax prep, business tax services, bookkeeping, and payroll solutions all in one location.
    • Flexible appointment scheduling with both in-office consultations and remote tax filing available.
    • Experienced tax professionals help identify deductions and develop tax strategies tailored to individual and business needs.
    Tax PreparationAccounting ServicesBookkeepingPayroll Services
    Phone(408) 720-8654
    H&R Block - E El Camino Real
    Updated 4/16/26Learn More →
    78
    Lantern
    Score
    Fremont, CA · 12 mi from Sunnyvale
    Serves Fremont and surrounding East Bay communities
    ★★★★★4.6(193 Google reviews)

    Sanjiv Gupta CPA is an independent accounting firm in Fremont specializing in comprehensive tax preparation, bookkeeping, and financial planning for individuals and businesses. Led by a CPA with extensive experience, the firm provides personalized tax strategies, IRS audit representation, and ongoing bookkeeping services to help clients minimize tax liability and maintain accurate financial records. They serve both personal and business clients with attention to detail and proactive tax planning.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business startups needing accounting foundation
    What sets them apart
    • Led by a licensed CPA with comprehensive expertise in tax law, IRS regulations, and financial strategy for complex individual and business situations.
    • Handles everything from annual tax preparation and bookkeeping to IRS audit representation and proactive tax planning to minimize client liability.
    • Takes time to understand each client's unique financial situation and provides tailored solutions rather than one-size-fits-all advice.
    CPA CertifiedTax PreparationBookkeepingBusiness Accounting
    Phone(510) 825-7563
    Sanjiv Gupta CPA - Paseo Padre Pkwy
    Updated 4/16/26Learn More →
    78
    Lantern
    Score
    San Jose, CA · 7 mi from Sunnyvale
    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 →
    77
    Lantern
    Score
    Milpitas, CA · 7 mi from Sunnyvale
    Serves Milpitas, San Jose, and Silicon Valley
    ★★★★★5.0(10 Google reviews)

    De Guzman & Cadieux CPAs is a full-service accounting firm serving Milpitas and the surrounding Silicon Valley area. They provide comprehensive tax preparation, bookkeeping, payroll services, and financial consulting for both individuals and businesses. With CPA credentials and specialized expertise in tax strategy, they help clients navigate complex financial situations and maximize their bottom line.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Small business owners, tech professionals, self-employed contractors, individuals with complex tax situations
    What sets them apart
    • Licensed CPAs providing credible tax and accounting guidance backed by professional credentials and regulatory oversight.
    • Handles both personal tax returns and comprehensive business accounting, payroll, and financial consulting from one trusted firm.
    • Based in Milpitas with deep understanding of tech industry financial needs and local tax requirements.
    CPA ServicesTax PreparationBookkeepingBusiness AccountingFinancial Consulting
    Phone(408) 263-6401
    De Guzman & Cadieux CPA's
    Updated 4/16/26Learn More →
    77
    Lantern
    Score
    San Jose, CA · 10 mi from Sunnyvale
    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
    Sunnyvale, CA
    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
    Fremont, CA · 9 mi from Sunnyvale
    Serves Fremont and surrounding Bay Area communities
    ★★★★★4.5(101 Google reviews)

    CL Tax & Accounting Service is a full-service accounting firm in Fremont specializing in tax preparation, bookkeeping, and financial consulting for individuals and small businesses. With over a decade of experience, they provide personalized tax strategies, IRS representation, and year-round accounting support to help clients minimize tax liability and maintain accurate financial records. Their team combines expertise in both personal and business taxation to deliver comprehensive financial solutions.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization strategies, business owners needing IRS representation
    What sets them apart
    • Led by certified public accountants with deep expertise in both individual and business tax law, ensuring accurate and compliant filings.
    • Provides direct IRS audit representation and support, handling complex tax situations with professional advocacy on your behalf.
    • Goes beyond seasonal tax filing to offer ongoing bookkeeping, payroll services, and proactive tax planning throughout the year.
    Tax PreparationBookkeepingSmall Business AccountingIRS RepresentationFinancial Consulting
    Phone(510) 516-9968
    CL Tax & Accounting Service
    Updated 4/16/26Learn More →
    76
    Lantern
    Score
    Fremont, CA · 9 mi from Sunnyvale
    Serves Fremont and surrounding Bay Area communities
    ★★★★★4.8(12 Google reviews)

    Raymond Young CPA is a certified public accounting firm in Fremont specializing in tax preparation and financial consulting for individuals and businesses. With expertise in tax strategy, IRS representation, and bookkeeping services, Raymond Young CPA helps clients minimize tax liability and maintain accurate financial records. The firm is known for personalized service and a deep understanding of both personal and business tax situations.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business owners seeking year-round tax planning
    What sets them apart
    • Raymond Young holds CPA certification, ensuring clients receive advice from a qualified accounting professional with rigorous credentials and ongoing professional standards.
    • The firm serves both personal tax clients and business owners, offering comprehensive tax planning and preparation tailored to each client's specific financial situation.
    • Raymond Young CPA can represent clients before the IRS for audits and tax disputes, providing professional advocacy during complex tax matters.
    Tax PreparationCPA ServicesBusiness AccountingIRS RepresentationFinancial Consulting
    Phone(510) 353-9575
    Websitesaves.tax
    Raymond Young CPA
    Updated 4/16/26Learn More →
    75
    Lantern
    Score
    Milpitas, CA · 8 mi from Sunnyvale
    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
    Cupertino, CA · 5 mi from Sunnyvale
    Serves Cupertino and surrounding Silicon Valley communities
    ★★★★★5.0(6 Google reviews)

    Jing Zhang CPA provides comprehensive accounting and tax services to individuals and businesses in the Cupertino area. With expertise in tax preparation, financial consulting, and business accounting, Jing Zhang helps clients navigate complex tax situations and optimize their financial strategies. This independent CPA firm delivers personalized service focused on understanding each client's unique needs.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations
    What sets them apart
    • Licensed CPA bringing credentialed expertise in tax law and accounting standards to ensure compliance and accuracy.
    • Offers more than basic tax prep—provides strategic financial guidance tailored to individual and business circumstances.
    CPA ServicesTax PreparationAccountingFinancial ConsultingBusiness Tax
    Phone(408) 640-9137
    Jing Zhang CPA
    Updated 4/16/26Learn More →
    73
    Lantern
    Score
    Cupertino, CA · 4 mi from Sunnyvale
    Serves San Francisco Bay Area, including Silicon Valley and surrounding counties
    ★★★★☆4.4(30 Google reviews)

    Silicon Valley CPA Firm is an accounting and financial consulting practice serving businesses and individuals throughout the San Francisco Bay Area. Based in Cupertino, they provide comprehensive tax preparation, bookkeeping, payroll services, and IRS representation for both personal and business clients. The firm combines local expertise with personalized service to help clients navigate complex tax situations and optimize their financial strategies.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Tech industry professionals, small business owners, self-employed entrepreneurs, individuals with complex tax situations
    What sets them apart
    • Located in the heart of Silicon Valley with deep experience serving tech industry professionals, startups, and established businesses in the region.
    • Offers individual and business tax preparation, bookkeeping, payroll processing, and IRS audit representation all under one roof.
    • Provides direct client relationships with CPAs rather than routing to large corporate firms, ensuring customized financial solutions.
    CPA ServicesTax PreparationBookkeepingBusiness AccountingFinancial Consulting
    Silicon Valley CPA Firm
    Updated 4/16/26Learn More →
    71
    Lantern
    Score
    San Jose, CA · 6 mi from Sunnyvale
    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 →

    Frequently Asked Questions

    Who is the top-ranked accounting firm in Sunnyvale?

    FinloTax is the top-ranked accounting and tax firm in Sunnyvale with a Lantern Score of 84.80/100 and a 5-star rating from 114 reviews. They specialize in serving tech startup founders, small business owners, and self-employed individuals with integrated tax planning, bookkeeping, and CFO services.

    Which firms are best for tech startup founders in the Sunnyvale area?

    FinloTax (Lantern Score: 84.80/100) and Alpha B Group (Lantern Score: 83.03/100) are specifically recommended for tech startup founders. FinloTax offers comprehensive tax optimization and payroll compliance services, while Alpha B Group is a virtual accounting firm that specializes in tech employees and startups with fewer than 100 employees.

    What accounting services are available for self-employed professionals in Sunnyvale?

    Multiple firms serve self-employed professionals, including KNL & Company, CPA (Lantern Score: 83.68/100), Victoria Armigo, EA (Lantern Score: 81.04/100), and Sunrise Tax Pro Services (Lantern Score: 78.28/100). These firms provide tax preparation, bookkeeping, and specialized services like IRS representation and tax strategy for self-employed individuals.

    Which accounting firms offer Spanish-language services in Sunnyvale?

    Martinez Corp. Taxes and Insurance (Lantern Score: 83.67/100) and J&C Insurance Multiservices Inc (Lantern Score: 80.94/100) both specifically serve Spanish-speaking clients. Martinez Corp. is family-owned in nearby Santa Clara and offers personal tax preparation and bookkeeping, while J&C provides bundled insurance and tax services.

    Are there any accounting firms open on weekends in Sunnyvale?

    No accounting firms in the Sunnyvale area are open on weekends based on current listing data. All 27 firms operate Monday through Friday only.

    Which firms specialize in rental property and real estate tax services?

    KNL & Company, CPA (Lantern Score: 83.68/100) and Julia Brown CPA (Lantern Score: 80.33/100) both specialize in rental property owners and real estate investors. Bhuiyan & Associates, CPA (Lantern Score: 79.51/100) also serves real estate investors as part of their full-service accounting practice for Silicon Valley professionals.

    This directory of accounting & tax local businesses serving Sunnyvale, 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 16, 2026. To claim or update a listing, contact us.