Best Tax Firms

7 Companies - Rankings updated: April 03, 2026

Each agency undergoes DesignRush evaluation for professional expertise and genuine client satisfaction to assist your search. Some featured placements are paid.

United States × California × San Jose ×
  • Your Complex Taxes. Simplified.

    We are a Bay Area Certified Public Accountant firm that provides bookkeeping, tax, and business consulting services to small businesses and individuals in the Bay Area. Our firm is available and affordable for all potential clients.  [... view Thai T. Nguyen profile ]
    Location
    San Jose, California
    Number of Employees
    Under 49

    Thai T. Nguyen Services

    • Accounting
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • IT Industry
    • Legal Industry
    • Health Care Industry
    Data sourced from the agency's DesignRush profile
  • Growing Boutique CPA Firm in San Jose.

    Curran & Associates ffer tax, accounting and consulting services to all kind of business.  [... view Curran & Associates profile ]
    Location
    San Jose, California
    Number of Employees
    50 - 99

    Curran & Associates Services

    • Accounting
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts

    Curran & Associates Reviews & Testimonials

    • Joanne Kim
      Joanne Kim Review from Google
      5.0

      Joanne Kim's Review Sourced from Google

      David & his team have been great! Saved our butts a good number of times, both personally and for business! His team helped me for personal taxes & 3 of my businesses' tax & bookkeeping. Their solid work freed me up to do what I do best in my business and also to rest easy knowing that we're set on the tax front!

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    • Susan N
      Susan N Review from Google
      5.0

      Susan N's Review Sourced from Google

      Curran & Associates has been fantastic. We highly recommend them for business accounting. When I have questions on how to classify Quickbook entries they respond right away. They also put in the extra effort to streamline processes and take the time to do a full accounting analysis to help us better understand our business.

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    • Sridhar Gangadharan
      Sridhar Gangadharan Review from Google
      5.0

      Sridhar Gangadharan's Review Sourced from Google

      I have used Curran and Associates CPA’s for my tax returns for over 6 years. A firm comprising honest, ethical, and diligent people, it has been a pleasure working with them. They take customer privacy very seriously and ensure timely filing of returns with periodic reminders on what a client needs to do. These reminders don’t just last through the tax season, but they are constantly in touch with their clients to remind them of their financial obligations like estimated taxes etc throughout the year. I would strongly recommend them to corporations and individuals who want a worry free tax filing and by the book tax accounting and advice. Thank you David, Ashley, and Kacie for all your help.

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    Reviews verified by DesignRush and sourced from the agency's profile
    • Banking Industry
    • Small Business Industry
    • Finance Industry
    Data sourced from the agency's DesignRush profile
  • Accounting, Tax and Consulting For Real Estate Businesses and Investors

    Keytax CPA understands and provides TAX advice and preparation, bookkeeping and payroll support, or assistance developing business plans and financial statements.  [... view Keytax profile ]
    Location
    San Jose, California
    Number of Employees
    Under 49

    Keytax Services

    • Accounting
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Real Estate Industry
    • Small Business Industry
    • Finance Industry
    Data sourced from the agency's DesignRush profile
  • Accurate, Diligent & Personalized.

    Maier-Richmond Accountancy provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality.  [... view Maier-Richmond Accountancy profile ]
    Location
    San Jose, California
    Number of Employees
    Under 49

    Maier-Richmond Accountancy Services

    • Accounting
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts

    Maier-Richmond Accountancy Reviews & Testimonials

    • A Schier
      A Schier Review from Google
      4.0

      A Schier's Review Sourced from Google

      I have been a client of the firm for 33 years and I have been treated with respect, professionalism and courtesy.

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    Reviews verified by DesignRush and sourced from the agency's profile
    • Finance Industry
    • Small Business Industry
    • Non Profit Industry
    Data sourced from the agency's DesignRush profile
  • We measure our worth by the personal and business successes of our clients.

    PP&Co (Petrinovich Pugh & Co., LLP and PPCo Advisors LLC) is a San Josébased accounting and advisory firm offering a comprehensive range of services, including individual tax planning and compliance, wealth management, assurance, international tax, niche business practice groups, and technology-driven  [... view Petrinovich Pugh & Co profile ]
    Location
    San Jose, California
    Number of Employees
    50 - 99

    Petrinovich Pugh & Co Services

    • Accounting
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts

    Petrinovich Pugh & Co Reviews & Testimonials

    • David Cross
      David Cross Review from Google
      5.0

      David Cross's Review Sourced from Google

      I've dealt with some very serious tax issues and the people at Delucchi Hawn were able help me resolve them. They smoothly guide me through the process of dealing with my issues and helped me come to an amicable resolution.

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    Reviews verified by DesignRush and sourced from the agency's profile
    • Construction Industry
    • Hospitality Industry
    • Real Estate Industry
    Data sourced from the agency's DesignRush profile
  • True Partners Consulting

    Baker Tilly USA is a privately-owned, trusted project management, tax consulting, and business advisory firm that helps public and large private enterprises navigate complex tax and financial regulations everywhere in the world.  [... view Bakertilly profile ]
    Location
    San Jose, California
    Number of Employees
    100 - 249

    Bakertilly Services

    • BPO
    • Accounting
    • HR Outsourcing
    • Business Consulting
    • IT Services
    • AI Development
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • Filtration Group Corporation
    • Technology Industry
    • Government Sector
    Data sourced from the agency's DesignRush profile
  • Financial Clarity for Lasting Growth.

    Evergreen Finance provides finance, accounting, tax, and consulting services to corporate clients, startups, non-profits, and individuals. With a focus on strategic growth and compliance, the firm offers expert CFO advisory and financial management solutions.  [... view Evergreen Finance profile ]
    Location
    San Jose, California
    Number of Employees
    Under 49
    Average Hourly Rate
    $300/hr
    Minimal Budget
    $1,000 - $10,000

    Evergreen Finance Services

    • Accounting
    Data sourced from the agency's DesignRush profile, its website, and other relevant accounts
    • App0
    • grop
    • BLAZENT
    Data sourced from the agency's DesignRush profile

Frequently Asked Questions

What is the difference between a tax preparation company and a CPA?

The main difference is scope. Tax preparation companies prepare and file returns, while Certified Public Accountants (CPAs) provide deeper financial guidance and long-term tax strategy. 

FactorTax preparation companyCPA
Main rolePrepares and files tax returnsProvides tax and financial expertise
ServicesTax return preparationTax planning, accounting, audits
TrainingVaries by preparerLicensed accounting professional
Complexity handledSimple to moderate tax preparationComplex taxes and business finances
RepresentationLimited ability with tax authoritiesCan represent clients
Typical clientsIndividuals, small businessesBusinesses, high-income individuals

How do tax firms typically charge?

Tax companies usually charge either a flat fee or an hourly rate. Most simple individual returns cost about $200 to $300, while more complex returns often run from $300 to $800. 

Pricing modelTypical costHow it worksBest for
Flat fee$200 to $300 for simple returnsOne set price for the returnSimple personal taxes
Flat fee for complex return$300 to $800Higher fixed price based on forms and complexity Itemized deductions, self-employment, investments 
Hourly rate$100 to $200You pay for the time spent on the workComplex or unclear cases
State return add-on$50 to $150Extra charge for filing state taxes Federal + state filling
Amendment or revision$50 to $300Extra charge to fix or update a filed returnCorrected returns

Tax companies usually raise prices when returns become more complex. Multiple income sources, self-employment, rental property, investments, and business filings all increase the cost. Large firms, CPAs, and firms in high-cost cities also tend to charge more. 

Can tax companies represent me in an audit?

No. Only certain licensed tax professionals can represent you in a tax audit. 

Professional Can represent you in an auditNotes
Certified Public Accountant (CPA) YesFull representation rights before the IRS
Enrolled Agent (EA) YesFederally licensed tax specialist
Tax attorneyYesHandles complex disputes and legal cases
Tax preparation companySometimesOnly if the preparer is a CPA or EA
Unlicensed tax preparerNoCannot represent clients before the IRS

Most tax companies prepare and file tax returns, but cannot represent clients during an audit unless they employ licensed professionals such as CPAs or Enrolled Agents. Only those credentials allow full representation before the IRS. 

Do best tax companies offer Identity Protection (IP) PINs?

No. Tax companies do not issue Identity Protection PINs. 

The IRS issues the Identity Protection PIN directly to taxpayers to prevent tax fraud and identity theft. Tax companies can help you request or manage the PIN during tax filing, but they cannot generate or assign one. 

The PIN is a six-digit code that must be included when filing a tax return. It confirms your identity and prevents someone else from filing a return using your Social Security number. 

What happens if a tax company has a data breach?

Tax preparation companies must report the breach, notify clients, and take steps to stop tax fraud. 

If a tax company experiences a data breach, federal rules require immediate action to protect taxpayer information and prevent fraudulent filings. 

Required actions include: 

  • Report the breach to the IRS to help block fraudulent tax returns linked to stolen taxpayer data. 
  • Notify state tax agencies and law enforcement, such as the FBI or Secret Service. 
  • Inform affected clients that their personal or financial information may be compromised. 
  • Investigate the breach by hiring cybersecurity or forensic experts to identify how the data was accessed and stop further exposure. 

Tax preparation firms must also follow the FTC Safeguards Rule, which requires them to maintain a written security plan that protects taxpayer data.Â