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 that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$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 - 9San Jose, CA
Services provided
Alan R David CPA is an Accounting company established in 1981. The agency specializes in Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Accounting company Jonathan B. Schermer, CPA was founded in 2002. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
First Tax Service Inc. Is a small San Jose, California-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Campbell, CA
Services provided
Silicon Valley Hitech Accounting LLC is an Accounting company. Headquartered in Campbell, California, their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Santa Clara, CA
Services provided
Matsumoto & Associates, CPA is an Accounting company. Located in Santa Clara, California, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Palo Alto, CA
Services provided
Doling Chang Ashmore, C.P.A., Inc. Is an Accounting company. Located in Palo Alto, California, the company focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Launched in 2010, Smart Tax Inc. Is an Accounting company. The small team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Campbell, CA
Services provided
ROBERT TRACY CPA & ASSOCIATES is an Accounting company. The Campbell, California-based team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Green Ledger CPA, an Accounting company, is headquartered in San Jose, California. Founded in 2017, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Better Bookkeepers is an Accounting company. They offer Accounting and are headquartered in San Jose, California.
Read more -
UndisclosedUndisclosed2 - 9Sunnyvale, CA
Services provided
Sanjay Taxpro Inc is an Accounting company. The company is in Sunnyvale, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Stonebridge Tax Solutions is an Accounting company. Launched in 2015, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Snow Bittleston Hartman Fong and Associates, Inc is a small San Jose, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Campbell, CA
Services provided
Mine & Arao, LLP is an Accounting company. Located in Campbell, California, the agency was established in 1989. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cupertino, CA
Services provided
Hsu CPAs Corporation is an Accounting company. Their small team is headquartered in Cupertino, California. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Frezza Haynes LLP is a Business Consulting company founded in 2017. The team offers Business Consulting and Accounting and is headquartered in San Francisco, California.
Read more -
UndisclosedUndisclosed2 - 9Palo Alto, CA
Services provided
Accounting company McMillen & Associates was launched in 1990. The agency offers Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Milpitas, CA
Services provided
Accounting company Neeka Accountancy Corporation is located in Milpitas, California. Founded in 2000, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Established in 2014, Premier Tax Advisors is a small Accounting company headquartered in San Jose, California. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Milpitas, CA
Services provided
EMILY CHEN, C.P.A., C.G.M.A., E.A. Is an Accounting company. Founded in 2013, the team specializes in Accounting and Business Consulting. The company is based in Milpitas, California.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Michael Hua, CPA is an Accounting company. Their small team is based in San Jose, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Campbell, CA
Services provided
Launched in 1987, Just, Gurr & Associates is an Accounting company. The small team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Gatos, CA
Services provided
Accounting company Robert McGrath, CPA, EA was established in 2010. The company provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Launched in 1984, Pirotta Financial Services, Inc. Is an Accounting company. The firm specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Campbell, CA
Services provided
Kostigen & Associates is an Accounting company. Launched in 1993, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
MAYA TAX SERVICES AND NOTARY PUBLIC is an Accounting company. Their team is based in San Jose, California and focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Gatos, CA
Services provided
Brenner Financial Services is an Accounting company. The team offers Accounting and Business Consulting and is located in Los Gatos, California.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
ESTRADA PHUONG is an Accounting company. Founded in 2005, their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Robert W. Hayes CPA Accountancy Corporation is an Accounting company launched in 2017. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
McFarlane, Cazale & Associates is an Accounting company. They are headquartered in San Jose, California and have small team of experts. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
JCE Financial CPA is an Accounting company. The San Francisco, California-based firm offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Jose, CA
Services provided
Launched in 2016, Kamita Partners, CPA is a small San Jose, California-based Accounting company. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed50 - 249San Jose, CA
Services provided
Effectus Group, an Accounting company, was founded in 2013. They offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Oakland, CA
Services provided
The Henry Levy Group is an Accounting company. They are in Oakland, California. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Novato, CA
Services provided
Founded in 2003, Cameron Coffey & Kaye Professional Corporation is an Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Modesto, CA
Services provided
Established in 1977, Clendenin Bird & Company PC is an Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pleasanton, CA
Services provided
Karlsson & Lane, An Accountancy Corporation is an Accounting company established in 2006. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249San Jose, CA
Services provided
Established in 2003, Global Mobility Tax, LLP, a midsize Accounting company, is located in San Jose, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Daly City, CA
Services provided
Established in 1984, VIOLIE S. EDROSOLAN, CPA is an Accounting company. In Daly City, California, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Daly City, CA
Services provided
Leung, Louie, Ip & Co. LLP , an Accounting company, focuses on Accounting. The agency is based in Daly City, California.
Read more -
UndisclosedUndisclosed2 - 9Daly City, CA
Services provided
See all 1 projectsAbdullah Accounting Services Inc. is Located in Daly City, California. At tax time or any time, don't risk the hassle and stress of dealing with difficult accounting when the professionals at
Read more -
UndisclosedUndisclosed2 - 9Novato, CA
Services provided
Founded in 2010, Grace Dougan Consulting is a Business Consulting company. Their team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Nathan Lubarov, CPA is a small San Francisco, California-based Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Daly City, CA
Services provided
HMB Accounting Services is an Accounting company. Their small team is in Daly City, California. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brisbane, CA
Services provided
Bruce A Maddox CPA is an Accounting company. Founded in 1987, their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Accounting company Axelrod & Farley Income Taxes is located in San Francisco, California. They offer Accounting.
Read more -
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
RODRIGUEZ, PEREZ, DELGADO & Co., LLP, an Accounting company, was established in 1988. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
Harb Associates, Ltd. Is a small Accounting company headquartered in San Francisco, California. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Jeanpierre & Co. Management Consultants, CPA's is a San Francisco, California-based Accounting company. They provide Accounting and Business Consulting and were established in 1977.
Read more -
UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
Summit Financial Advisory Services is a small Business Consulting company headquartered in San Francisco, California. The team provides Business Consulting and Accounting.
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
33.4/40.019/20 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 -
UndisclosedUndisclosed250 - 999Palo Alto, CA
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
20% Accounting80% Other -
$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
