8 Best CPA Firms in Sunnyvale, California in 2024
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| Best Sunnyvale California CPAs |
Accounting is the language of business. Business owners in Sunnyvale want a clearer picture of their assets, liabilities, cash flows and tax obligations.
People think that Sunnyvale is only popular for it's friendly weather and tech. But they wrong. The city is also known for its bustling business environment.
Therefore, whether you run a small business, are an entrepreneur, or just need financial advice, finding a top-rated Certified Public Accountant (CPA) in Sunnyvale is crucial for getting the professional help you need.
Our team of reporters in California did comprehensive research on the best CPA firms in Sunnyvale and we came up with the best eight. Please, before you contact any of these CPA firms, do your personal research to ensure that they can handle your business needs.
8 Best CPAs in Sunnyvale, California
In no particular order, here is a list of the best CPA firms in Sunnyvale, California:
1. Nino Cefalu & Co. Inc.
Office Address: Sunnyvale, CA 94087
Nino Cefalu & Co. Inc. has been assisting Santa Clara County communities with tax services for nearly 70 years. Their Enrolled Agents Tax Practice covers tax preparations for individuals, corporations, partnerships, LLCs/LLPs, estates and trusts, and nonprofits. They also offer audit representation before the IRS and state authorities.
In addition to their core services, Nino Cefalu & Co. Inc. provides expert assistance with tax planning, projections, penalty abatements, Offers In Compromise, accounting software implementation, bookkeeping, auditing, estate tax planning, payroll, management advisory services, retirement planning, and various business consulting services. Moreover, the firm was originally established in 1948 by Nino Cefalu Sr.
Here is a testimonial from Williams, a small business owner in Sunnyvale. He narrated how Nino Cefalu & Co. Inc helped him resolve the accounting issues rocking his business:.
"Nino Cefalu & Co. Inc made accounting easy for my business. They simplified everything, and their team patiently guided me through the process. Thanks to them, managing finances became easier than before. To be honest, I'd recommend them to anyone looking for clear and affordable accounting solutions."
2. X-Act Computer Service Inc.
Office Address: Sunnyvale, CA 94085
With over 40 years of experience, X-Act Computer Service Inc. is a trusted provider of payroll tax services. Clients appreciate their prompt and friendly service, receiving accurate and professional work. The team offers comprehensive payroll processing along with accompanying tax services and necessary forms.
X-Act Computer Service Inc. uses the Electronic Federal Tax Payment System and keeps clients informed about the latest news and tax information through their website. Based in Sunnyvale, they serve businesses across the Bay Area and collaborate with partners like LLC, P-Five Solutions, DH Insurance, and California Bank and Trust to offer full payroll solutions.
Here is what Sophia, a restaurant owner in Sunnyvale has to say about X-act Computer Services:
"X-act Computer Services exceeded my expectations in solving my accounting needs without breaking the bank. Their team delivered efficient solutions that were not only effective but also budget-friendly. I appreciate their commitment to affordability without compromising on quality – a perfect fit for anyone seeking cost-effective accounting services!"
3. Modi’s Tax
Office Address: Sunnyvale, CA 94087
Modi’s Tax, serving clients in Sunnyvale, provides professional and accurate tax services through a team including a Chartered Accountant, an Enrolled Agent, a CPA, an NTPI Fellow, and a Certified Acceptance Agent. Clients value expert advice on minimizing taxes, individualized attention, and open communication throughout the process.
Furthermore, Modi’s Tax serves different clientele in Sunnyvale, including resident and non-resident individuals, families, professionals, and small businesses. Their services include tax return preparation and planning, state sales tax, compliance, amended returns, FBAR and FATCA filings, PFIC returns, multi-state returns, payroll taxes, and application/renewal for ITIN. They also offer assistance with entering into OVDI and representation before the IRS and state authorities.
We met Sandra, a restaurant owner in Sunnyvale. She explained to us how Modi's tax service helped her business.
"Modi's tax services worked wonders for my restaurant's accounting needs! Their affordable solutions not only simplified the process but also saved me money. Now, I can focus more on serving great food, knowing my finances are in good hands. If you're running a restaurant, Modi's tax is the way to go for hassle-free accounting at a reasonable cost."
4. Miclean Tax Service
Office Address: Redwood City, CA 94061
Miclean Tax Service, serving the Bay Area since 1975, addresses the tax needs of individuals, small businesses, partnerships, corporations, S corps, LLCs, and many more. Their services include preparing tax returns, gift tax services, tax planning and projections, as well as audit correspondence and representation before IRS.
Principal John Miclean, BA, M.Div, EA, as an Enrolled Agent, is federally authorized to represent clients before the IRS. The firm, formerly known as Able Tax Service, is recognized for its personalized service, accurate returns, and a commitment to minimizing clients' legal tax burdens at an affordable rate.
5. ATS Associated Tax Service
Office Address: San Jose, CA 95128
ATS Associated Tax Service, operating in San Jose for over 20 years and offering services in both English and Spanish, employs the latest accounting and tax software to ensure accurate tax filing and compliance with the latest laws/codes. Their team provides reviews and tax preparation services at both state and federal levels for individuals and businesses.
ATS Associated Tax Service goes beyond basic tax services. The firm offers assistance with real estate taxes, previous year returns, special tax situations (like those related to divorce and home refinancing), tax issues, and audit representation. With over 2,100 satisfied clients, the firm remains open year-round. They provide support for small business acquisitions/dispositions and train clients for balancing books.
Here is what Philip, a plumber in San Jose has to say about ATS Associated Tax service:
"ATS Associated Tax Service truly saved the day with my tax issues! Their affordable services not only resolved my financial concerns but also brought much-needed clarity to the process. I'm so relieved to have found a reliable and budget-friendly solution. If you're facing tax challenges, ATS is the answer – effective, affordable, and easy to work with!"
6. Robert H. Scher, CPA
Office Address: Los Altos, CA 94024
Robert H. Scher, CPA, brings 30 years of experience in providing tax services in Los Altos. His services include preparing both business and personal tax returns, tax filing, and financial statements, fiduciary returns, taxes for sales and property, along with cash flow and bookkeeping and budgeting analysis.
In addition to tax services, Robert H. Scher, CPA, provides consulting and assistance with business setups, computerized systems, and payroll. Clients value Robert Scher for his dedication to explaining tax returns, answering questions, and accommodating evening and weekend appointments. The firm is recognized for its friendly, affordable and offering accurate services.
7. Geetika Ahuja, CPA
Office Address: Cupertino, CA 95014
Geetika Ahuja, a Certified Public Accountant with more than 10 years of tax experience, aims to assist individuals and small businesses in saving money through legal deductions and credits on their tax returns. The services include managing returns for multiple states, e-filing, handling payroll taxes, Green Card Abandonment filing, and representing clients before tax authorities.
Geetika Ahuja, CPA, offers services for reporting foreign income, other gains, and assets, ensuring FATCA compliance, handling FBAR, and providing streamlined filing compliance procedures. The firm is committed to building long-term client relationships. Geetika Ahuja, with experience at a Big Four firm, has worked with US citizens, US expats overseas, and foreigners in the United States.
8. Mudra Tax Services
Office Address: Sunnyvale, CA 94085
Mudra Tax Services, based in Sunnyvale, was established by CPAs and registered tax professionals. The firm serves individuals and businesses in Sunnyvale and some parts of California. They offer services such as federal and state e-filing, expat tax returns, student tax returns, nonprofit filings, out-of-state tax returns, and ITIN/W7 filings.
Mudra Tax Services extends its offerings to include business incorporation and planning, compliance services, payroll services, and professional financial planning. The firm provides a free initial consultation and offers the convenience of remote filings through Skype calls. Furthermore, document drop-off/pickup services are available in the Bay Area, and the team ensures year-round support and tailored service to meet clients unique needs.
Alex is a small business owner who sells high-quality office supplies in Sunnyvale. He had issues regarding his taxes and will be facing the IRS. Fortunately, Mudra tax services came through for him. Here is what he has to say about them:
"Mudra Tax Services came to my rescue when I had tax issues, representing me before the IRS. Their expertise and professionalism turned a stressful situation into a smooth process. Living in Sunnyvale, I couldn't be happier with the way they handled everything. If you need reliable help with taxes, Mudra Tax Services is the team you can trust."
Top Tips for Finding the Best Sunnyvale California CPA
When looking for the best CPA (Certified Public Accountant) services in Sunnyvale, California, consider these beginner-friendly tips:
- Ask for Recommendations: Seek advice from friends, family, or local businesses for CPA recommendations. Personal experiences can provide valuable insights.
- Check Qualifications: Ensure the CPA is licensed and has the necessary qualifications. Look for certifications like CPA, which indicates expertise in accounting and tax matters.
- Experience Matters: Choose a CPA with experience in handling similar financial situations or businesses. An experienced CPA is better equipped to help you resolve complex financial issues.
- Services Offered: Clarify the services the CPA provides. Some firms focus mainly on preparing taxes, while others provide a complete financial services (bookkeeping, taxes, auditing, advisory, and many more). Choose one that aligns with your needs.
- Communication Style: Opt for a CPA who communicates clearly and is willing to explain complex financial terms in simple language. Good communication is key to a good working relationship.
- Fees and Billing Structure: Understand the fee structure upfront. Some CPAs charge hourly, while others may offer package deals. Clarify how and when you will be billed to avoid surprises.
- Client Reviews: Look for online reviews or testimonials from other clients. This can definitely give you an idea about the CPA's reputation and how good their services are.
- Technology Adoption: Inquire about the technology tools and software the CPA uses. A tech-savvy CPA may streamline processes and offer more efficient financial solutions.
- Accessibility: Consider the CPA's location and availability. Having a local CPA can be beneficial for face-to-face meetings, but virtual accessibility is also crucial in the situation of emergency.
- Ethical Standards: Ensure the CPA adheres to ethical standards. You want someone you can trust with your financial information and who follows professional ethics.
Conclusion: Best Sunnyvale California CPA
Sunnyvale has the best CPAs and CPA firms in California. Hence, finding the one that fits your business needs should be a difficult task. The best Sunnyvale California CPA should be there for you when you need them.
To find the best Sunnyvale California CPA firms, you must first ask for recommendations from the people in your industry. You can also consider their qualifications, experience, style of communication, and most importantly, the fees.
