San Jose, CA, Santa Clara
We are a boutique CPA firm in San Jose, California. We offer a full service accounting and tax solution to small businesses and their owners. We provide excellent service, are attentive to our client relationships, and act with integrity in our work.
We would be honored to be your trusted financial partner.
1 customer review
David Shaheen
I met with David Curran. I found him because he is a Dave Ramsey ELP (Endorsed Local Provider). I met with him to discuss my personal and S-Corp tax concerns, since we are new to the Bay Area. He was very kind and listened well. He was able to answer my multitude of questions quickly, giving me the essential information, not giving related info that doesn't apply (as some professionals do). I plan to consult with David on his hourly basis ($250/hour). Not sure if I will be able to hire him for my annual tax returns since the quote was quite high for our situation. David's wife Ashley, who works with him is very kind as well. More...
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What kind of accounting services do you provide?
Monthly bookkeeping, income tax preparation, sales tax preparation, tax planning/strategy, business consulting.
Why is it so important for businesses to hire a great accountant?
Hiring a great accountant means adding a trusted financial partner to your business.
What do you love most about your job?
I love working with small businesses. I have the opportunity to impact their success in a meaningful way. Helping businesses gain insight and control over their accounting and tax filing obligations.
What inspired you to start your own business?
I live and breathe small business. I love the client relationships, the freedom and the growth potential.
Why should our clients choose you?
Attention to detail, proactive planning/strategy and excellent service.
Monthly Bookkeeping
Business Income Tax Preparation
Sales Tax Return Preparation
Personal Income Tax Preparation
Tax Planning & Strategy
Financial Statement Preparation