Top Financial Services Firms in San Jose
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves San Jose, CAServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Serves San Jose, CAServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
-
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
Rose Y. C. Huie & Vivian Chen, CPAs, Inc. Is an Accounting company founded in 1981. The team focuses on Accounting and Business Consulting and is headquartered in Oakland, California.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Launched in 2001, Michelle J. Matlin, CPA, a small Accounting company, is located in Walnut Creek, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Flex Tax and Consulting Group (FTCG) is a small Accounting company. They focus on Accounting and Business Consulting and were established in 2011.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Hawkes & Hastings Accountancy Corporation is an Accounting company. They are in Walnut Creek, California. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Established in 2005, Cropper Accountancy Corporation is an Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Oakland, CA
Services provided
Launched in 1975, Grant & Smith, LLP is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
Comyns Smith McCleary & Deaver LLP is an Accounting company. Their team is located in Walnut Creek, California. The agency specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
Christopher Akhidenor and Associates is an Accounting company. They are located in Oakland, California and have small team of experts. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
Small Accounting company WONG & ASSOCIATES, CPA, is located in Oakland, California. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Established in 2015, Capital Tax and Accounting is an Accounting company. Located in Walnut Creek, California, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Oakland, CA
Services provided
John W. Brooker & Co. CPAs is an Accounting company. They are in Oakland, California and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
RYE FINANCIAL is an Accounting company. The Oakland, California-based company was launched in 2017. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
SHOEBOX FINANCIAL SOLUTIONS is an Oakland, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
Iryna Accountancy Corporation is a small Accounting company located in Oakland, California. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
Crosby & Kaneda, CPAs LLP is an Accounting company. Headquartered in Oakland, California, their small team provides Accounting. The agency was established in 1970.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
Haile Girma & Co. Is an Accounting company based in Oakland, California. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
Badawi & Associates is a small Oakland, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Oakland, CA
Services provided
Mowat Mackie & Anderson LLP, an Accounting company, offers Accounting and Business Consulting. The firm is located in Oakland, California.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
Berkins & Takami is a small Oakland, California-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
Established in 2004, Stanley C. Pollock, CPA is a small Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Manteca, CA
Services provided
Accounting company Gould Tax & Business Services, Inc. Is based in Manteca, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Salinas, CA
Services provided
Yolanda's Tax Service is an Accounting company. They are based in Salinas, California and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Emeryville, CA
Services provided
Chahal & Associates Inc. Is an Accounting company. The agency is based in Emeryville, California. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
Located in Oakland, California, Rubicon Tax Relief is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Beth S. Veniar, CPA is an Accounting company. In San Francisco, California, their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alameda, CA
Services provided
Established in 1987, Quiroz & Company CPAs is an Accounting company. The small team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Castro Valley, CA
Services provided
Launched in 1978, McKinney & Company, CPA, A Professional Corporation is a small Accounting company in Castro Valley, California. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Anderson, Folkoff & Company, Inc., CPAs, an Accounting company, was founded in 1927. The small team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Newark, CA
Services provided
Paul Lyon, CPA is an Accounting company. Founded in 1990, the company is located in Newark, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
Headquartered in Pleasanton, California, David E Chopp CPA is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sunnyvale, CA
Services provided
Launched in 2007, Modi's Tax is an Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Altos, CA
Services provided
Bushnell & Associates is an Accounting company. They are based in Los Altos, California and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Cupertino, CA
Services provided
TAX TEAM ADVISORS, INC., an Accounting company, was founded in 2014. They focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cupertino, CA
Services provided
Aegean Tax Solutions is an Accounting company founded in 2010. The agency provides Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Cupertino, CA
Services provided
Accounting company TaxMam, Inc. Offers Accounting and Business Consulting. They are in Cupertino, California.
Read more -
UndisclosedUndisclosed2 - 9Campbell, CA
Services provided
Helen Kahng CPA, Inc. Is a Campbell, California-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cupertino, CA
Services provided
Accounting company Geetika Ahuja, CPA was established in 2009. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cupertino, CA
Services provided
Amy Su, a small Accounting company, is located in Cupertino, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cupertino, CA
Services provided
Cathy Cha, CPA is an Accounting company. Established in 2005, the team focuses on Accounting. The agency is located in Cupertino, California.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Mark C. Lianides, CPA, an Accounting company, was launched in 1970. The team specializes in Accounting and is in San Jose, California.
Read more -
UndisclosedUndisclosed2 - 9Campbell, CA
Services provided
Accounting company GREGORY S. GENETTI, CPA is located in Campbell, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sunnyvale, CA
Services provided
Mark A. Pizarek, CPA is an Accounting company. The Sunnyvale, California-based company provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Los Altos, CA
Services provided
Moon & Mandella A.C. Is an Accounting company. They offer Accounting and Business Consulting and are located in Los Altos, California.
Read more -
UndisclosedUndisclosed2 - 9Sunnyvale, CA
Services provided
Nino Cefalu & Co., Inc. Is a small Accounting company. Launched in 1948, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Cupertino, CA
Services provided
KY & Associates, Inc. Is an Accounting company. Founded in 2010, the team offers Accounting. The firm is located in Cupertino, California.
Read more -
UndisclosedUndisclosed2 - 9Milpitas, CA
Services provided
Founded in 2008, SJ ACCOUNTING CONSULTING, Inc. CPA CFP is an Accounting company. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Davis L. S. Chang CPA , an Accounting company, is located in San Jose, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Menlo Park, CA
Services provided
Wellings & Co. CPA's, an Accounting company, was launched in 1974. The firm provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Santa Clara, CA
Services provided
Located in Santa Clara, California, Micro Tax, Audit & Accounting Services, LLP is a small Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sunnyvale, CA
Services provided
Alfred D. Panetta, CPA, an Accounting company, was launched in 1970. The team specializes in Accounting and is located in Sunnyvale, California.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 3 San Jose Financial Services Companies
-
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed250 - 999San Jose, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$25,000+Undisclosed50 - 249Santa Clara, CA
Ability to deliver
8.8/40.00/20 Reviews2.1/10 Clients & Experience6.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Palo Alto, CA
Ability to deliver
8.1/40.00/20 Reviews1.8/10 Clients & Experience6.4/10 Market PresenceService focus
50% Accounting20% Financial Advising & Planning30% Other -
UndisclosedUndisclosed2 - 9Santa Clara, CA
Ability to deliver
7.5/40.00/20 Reviews1.8/10 Clients & Experience5.7/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed50 - 249Milpitas, CA
Ability to deliver
7.4/40.00/20 Reviews2.1/10 Clients & Experience5.3/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr250 - 999San Jose, CA
Ability to deliver
7.2/40.00/20 Reviews0/10 Clients & Experience7.2/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Santa Clara, CA
Ability to deliver
6.5/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Accounting -
$10,000+$300+ / hr2 - 9Palo Alto, CA
Ability to deliver
6.1/40.00/20 Reviews0.6/10 Clients & Experience5.5/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr1,000 - 9,999San Jose, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
100% Accounting -
$1,000+$100 - $149 / hr50 - 249San Jose, CA
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
100% Accounting -
$50,000+$300+ / hr50 - 249Palo Alto, CA
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
UndisclosedUndisclosed10 - 49San Jose, CA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr250 - 999San Jose, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr1,000 - 9,999San Jose, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$100 - $149 / hr50 - 249San Jose, CA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Cupertino, CA
Ability to deliver
5.4/40.00/20 Reviews1.4/10 Clients & Experience4/10 Market PresenceService focus
35% Accounting65% Other
