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.
-
UndisclosedUndisclosed10 - 49Sunnyvale, CA
Services provided
Launched in 1977, Little & Company, CPA's is an Accounting company. In Sunnyvale, California, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sunnyvale, CA
Services provided
KEYSTONE TAX AND ACCOUNTING is a small Sunnyvale, California-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
ASAM, LLP is an Accounting company. Their small team is headquartered in San Francisco, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Santa Clara, CA
Services provided
Vogel Tax & Bookkeeping Services, Inc is an Accounting company. Located in Santa Clara, California, the firm provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sunnyvale, CA
Services provided
Launched in 1993, Jessie Tax Services is a small Sunnyvale, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Sunnyvale, CA
Services provided
Accelero Corporation, an Accounting company, was founded in 1994. The firm offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Milpitas, CA
Services provided
PRP Consulting Group is an Accounting company. The team is based in Milpitas, California, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Menlo Park, CA
Services provided
FINCK, RUDNICK & COMPANY is a Menlo Park, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mountain View, CA
Services provided
Debra K Hotter, CPA is an Accounting company based in Mountain View, California. They specialize in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Mountain View, CA
Services provided
Bicker & Company CPAs, Inc., an Accounting company, focuses on Accounting and Business Consulting. The firm is located in Mountain View, California.
Read more -
UndisclosedUndisclosed2 - 9Los Altos, CA
Services provided
Varveris & Associates, C.P.A is an Accounting company located in Los Altos, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Palo Alto, CA
Services provided
Bettelon, Duong & Parrish LLP is an Accounting company. Launched in 2011, the team specializes in Accounting and Business Consulting. The agency is headquartered in Palo Alto, California.
Read more -
UndisclosedUndisclosed2 - 9Los Altos, CA
Services provided
Angela H. Wong, CPA, an Accounting company, is located in Los Altos, California. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mountain View, CA
Services provided
Advantum Tax and Accounting Services Inc is a small Mountain View, California-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Palo Alto, CA
Services provided
Irvin, Abrahamson & Company is an Accounting company. The team focuses on Accounting, and the company is in Palo Alto, California.
Read more -
UndisclosedUndisclosed2 - 9Daly City, CA
Services provided
Headquartered in Daly City, California, A Plus Accounting and Tax Services is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Daly City, CA
Services provided
Mah & Company is an Accounting company. They are located in Daly City, California and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Daly City, CA
Services provided
PT Systems is an Accounting company. The Daly City, California-based team focuses on Accounting and Staffing.
Read more -
UndisclosedUndisclosed10 - 49Pleasanton, CA
Services provided
Headquartered in Pleasanton, California, Dan Thompson Accounting Services is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Pleasanton, CA
Services provided
Pease Tax & Accounting Services is an Accounting company. Their small team is located in Pleasanton, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Modesto, CA
Services provided
In Modesto, California, Garry J. Browning CPA Accountancy Corporation is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Modesto, CA
Services provided
Headquartered in Modesto, California, Stephen R. Parvis, CPA is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Modesto, CA
Services provided
Withrow Koftinow & Baggett, LLP is an Accounting company established in 1990. The agency provides Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Santa Clara, CA
Services provided
RC Blackwell's Tax Service is an Accounting company. They offer Accounting and were established in 1999.
Read more -
UndisclosedUndisclosed2 - 9Vacaville, CA
Services provided
Accounting company Better Bookkeepers - Vacaville is based in Vacaville, California. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Vallejo, CA
Services provided
Beasley & Bates Accounting Services is a small Accounting company launched in 2007. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Vallejo, CA
Services provided
In Vallejo, California, Cavanagh Ringelman CPAs, PC is an Accounting company. They offer Accounting and were launched in 1980.
Read more -
UndisclosedUndisclosed2 - 9Vallejo, CA
Services provided
Accounting company TaxAce is in Vallejo, California. Their services include Accounting.
Read more -
UndisclosedUndisclosedFreelancerAlameda, CA
Services provided
See all 1 projectsMaggie E. Chow, CPA offers services including Tax Preparation and bookkeeping, primarily focusing on preparing and filing income tax returns based on provided accounting books. The reviews emphasize the company's good value, budget-friendly pricing, and effective communication through in-person meetings, phone calls, and emails. Overall, clients express satisfaction with the results and report no areas for improvement.
-
UndisclosedUndisclosed2 - 9Alameda, CA
Services provided
Founded in 2010, The Tax Miser is a small Alameda, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alameda, CA
Services provided
Founded in 2005, Alatorre & Phraner Tax Services is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alameda, CA
Services provided
Morris Davis Chan & Tan LLP is a small Alameda, California-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosedFreelancerAlameda, CA
Services provided
Jon A Christensen, CPA is a small Accounting company in Alameda, California. Their services include Accounting.
Read more -
UndisclosedUndisclosedFreelancerAlameda, CA
Services provided
Robert G. Neumann, Accounting Services is an Accounting company. They are located in Alameda, California and have small team. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alameda, CA
Services provided
LexTax is an Accounting company. They provide Accounting and were founded in 2012. The agency is in Alameda, California.
Read more -
UndisclosedUndisclosed2 - 9Alameda, CA
Services provided
Accounting company Abacus Accounting Solutions specializes in Accounting. They were founded in 1999.
Read more -
UndisclosedUndisclosed2 - 9San Ramon, CA
Services provided
Hewitt, Jones & Fitch, CPA, an Accounting company, was established in 1955. The firm offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Rafael, CA
Services provided
ABD SharedHR is an Accounting company located in San Rafael, California. Their services include Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed10 - 49Novato, CA
Services provided
Accounting and HR Outsourcing company Accuchex Payroll Management Services is headquartered in Novato, California. The team provides Accounting and HR Outsourcing.
Read more -
UndisclosedUndisclosed250 - 999Mountain View, CA
Services provided
SOAProjects, Inc, a midsize Accounting company, is located in Mountain View, California. The team focuses on Accounting and Recruiting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Joel S. Smith & Associates, MST, CPA, CMA is an Accounting company. Their team is headquartered in Walnut Creek, California. The firm offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Based in Walnut Creek, California, Lippman & Associates CPA's is an Accounting company. Founded in 1974, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
BHLF LLP is an Accounting company. Their small team is based in Walnut Creek, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Elsberg & Garrett, LLP is an Accounting company. Headquartered in Walnut Creek, California, their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
TYS, LLP is a small Walnut Creek, California-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Hansell & Associates, LLP is an Accounting company. They are located in Walnut Creek, California, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
Accounting company Ernst Wintter & Associates LLP is based in Walnut Creek, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Accounting company Johnson, Hankins, MacDonald, Kimball & Co. Specializes in Accounting and Business Consulting. They are based in Walnut Creek, California.
Read more -
UndisclosedUndisclosed10 - 49Walnut Creek, CA
Services provided
Small Accounting company Max M Ranjbar CPA, is headquartered in Walnut Creek, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Walnut Creek, CA
Services provided
Don H Wayne EA Tax Services & Business Consulting Inc. Is an Accounting company founded in 1998. The team focuses on Accounting and Business Consulting.
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
