3 Best Accounting Firms in San Jose, CA

Expert-recommended Top 3 Accounting Firms in San Jose, California. All of our accounting firms actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

PP&Co - San Jose, CA Accounting Firms - Office Exterior Image
PP&Co - San Jose, CA Accounting Firms - Company Logo
11+ YEARS IN TBR
CALL EMAIL

PP&CO

333 West Santa Clara Street, Suite 800,
San Jose, CA 95113 Directions

Since 1951

Specialty:

Financial Reporting End of Month Closing A/P and A/R Management Operations Management Operational Process Mapping Budgeting and Job Costing Operating Expense Reconciliations Data Analysis and System Conversions Cash and Accrual Reporting General Ledger Maintenance Bank and Credit Card Reconciliations Bookkeeping and Accounting Services Audit Tax Business Consulting Estate and Gift Tax Planning Year-end and Quarterly Tax Planning Income Tax Credit Consulting Individual Tax Return Preparation Fiduciary Tax Return Preparation Estate and Gift Tax Return Preparation IRS and State Tax Exam Assistance Internal Control Audits

"PP&Co provides planning and compliance services to high-net-worth individuals and small to medium-sized private companies. The firm maintains an active membership in PrimeGlobal. The team has provided dedicated service to their clients and the Silicon Valley community for over 70 years. The firm consists of eleven partners and a total staff of approximately 100. PP&Co maintains enduring client relationships with some third and fourth-generation clients continuing to rely on them as advisors. Their experience and broad alliance network support their clients’ business goals. They have grown steadily, with many clients coming through referrals from other clients or their professional network. Their established practices and consistent results PP&Co maintains offices in downtown San Jose, Santa Cruz, and Portland, Oregon.

2026 Update: PP&Co has specialized knowledge and training in hospitality and recreation, construction and real estate, employee benefit plans, nonprofits, and other industries. They use technology to deliver customized solutions that support clients’ objectives and simplify complex processes."

Reviews   |   Write a Review

Contact:

(408) 287-7911

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Accounteam - San Jose, CA Accounting Firms - Company Logo
5+ YEARS IN TBR
CALL EMAIL

ACCOUNTEAM

3031 Tisch Way,
San Jose, CA 95128 Directions

Since 2013

Specialty:

Accounting Bookkeeping Initial Book Review and Assessment Initial Cleanup Setup for Ongoing Support Ongoing Data Entry Accounts Payable/Receivable Bank Transaction Data Entry Monthly Reconciliation QuickBooks Review and Diagnostics Report Financial Statement and Planning Sales Tax Consultation and Filing GAAP-based Accounting Payroll Services Inventory Management Company Closing and Final Tax Return Cash Flow Management Budgeting Tax Filing Estate and Trust Tax Preparation IRS Audit Process

"Accounteam is led by its founder, Stephanie Boireau. The firm understands that well-organized, business-relevant bookkeeping supports CPAs’ work and contributes to clients’ financial results. The team provides a range of financial services, including bookkeeping, accounting, payroll, tax preparation, HR consulting, and CFO advisory services. Their team provides tailored solutions to address the evolving needs of its diverse clientele. At Accounteam addresses these challenges and provides services that help clients focus on their business operations and objectives. Their accounting experts visit clients, evaluate business needs, and train employees to manage accounting processes effectively. Their US-based team, including tax specialists, provides both on-site (Silicon Valley) and remote support. Accounteam clients are small business owners or large corporations, and assists in managing financial operations and planning.

2026 Update: Accounteam provides bookkeeping services delivered by experienced professionals focused on accurate and tailored financial solutions to support business needs. They offer a range of state and federal tax preparation and filing services for both individuals and businesses. They also provide financial services designed to streamline operations and support efficiency. Their team performs weekly, bi-weekly, or monthly data entry and bank reconciliation, and remains available on-call to address bookkeeping questions and concerns."

Reviews   |   Write a Review

Contact:

(408) 409-2887

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

12+ YEARS IN TBR
CALL EMAIL

AMI SHAH CPA

2570 North First Street, Suite 200,
San Jose, CA 95131 Directions

Since 2005

Specialty:

Part-time Controller and CFO Services Financial Accounting and Management Compilation Write-up Bookkeeping Budgeting and Forecasting Management Information Systems Strategic Planning General Consulting Services Business Plans Computer Consulting Information Systems Profit Planning and Analysis Cash Flow Projections Systems Review and Designs Business Tax Return Preparation Individual Tax Return Preparation Tax Strategies Evaluation Tax Compliance and Planning IRS and Franchise Tax Board Representations Sales Tax and Payroll Tax Representations Problem and Tax Matters Resolution Reduce Tax Penalties Streamline Processing

"Ami Shah CPA has 15 years of experience in the industry, and the firm’s process is based on established accounting practices. The firm provides services tailored to client needs by combining the expertise of a larger firm with the personalized support of a smaller practice. Their goal is to help clients stay in compliance with tax laws while minimizing tax liability within legal limits. They focus on building long-term relationships and can assist whether your needs are complex or straightforward. The team provides specialized assistance in selecting, configuring, and using accounting software. Clients return because they trust the firm to manage their financial matters reliably. Ami Shah also offers a range of consulting services to address unique business and financial needs.

2026 Update: Ami Shah CPA provides tax services for individuals, estates, and a range of businesses, including LLCs, S-Corporations, and non-profits. The firm combines the experience of a larger practice with the personal attention of a smaller firm. Ami Shah CPA prepares hundreds of tax returns each year."

Reviews | Play Video | Write a Review

Contact:

(408) 548-7179

Mon-Fri: 10am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report: