Company lists · Data refreshed September 2026

Top 18 Tax accounting for investment firms based in San Jose, United States

RevenueBase identified 29 tax accounting for investment firms headquartered in San Jose, United States as of September 2026 and tracks 239 professional contacts across them, including 119 with verified work emails. New York is the largest hub.

This list covers tax accounting for investment firms headquartered in San Jose, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 6, 2026 86% judged on-target in blind review
29Companies
239Contacts tracked
119Verified emails
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The 18 largest tax accounting for investment firms based in San Jose, United States

Ranked by team size
Top 18 of 29 tax accounting for investment firms based in San Jose, United States, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to tax accounting for investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSan Jose, CA, United StatesHQ checked Sep 6, 202611-5058 contacts →

“The partners and staff at Wheeler Accountants (WCPA - formerly LMGW) combine to offer a full range of audit, accounting, taxation, consulting and compliance services for our…”

Source: company website · checked Sep 6, 2026
2Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 6, 202611-5025 contacts →
Source: company website · checked Sep 6, 2026
3Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 6, 202611-5021 contacts →

“Christopher Huang CPAs Inc.”

Source: company website · checked Sep 6, 2026
4Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 6, 202611-5014 contacts →

“Eckley Lombardi Glascott LLP services closely held (privately owned) entrepreneurial businesses, their owners and high net worth clients.”

Source: company website · checked Sep 6, 2026
5Partial evidenceSan Jose, CA, United StatesHQ checked Sep 6, 20261-1012 contacts →

“Founded in 1975, RD's Tax Strategies, Inc.(formerly RD's Tax & Financial Strategies) is currently one of the largest tax preparation firms in Santa Clara County.”

Source: company website · checked Sep 6, 2026
6Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 6, 20261-1011 contacts →

“Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality.”

Source: company website · checked Sep 6, 2026
7Partial evidenceSan Jose, CA, United StatesHQ checked Sep 6, 202611-5010 contacts →

“Dunham Associates, CPAs goal is to provide each of our clients the best accounting services possible whether the services required are relatively simple or extremely complex.”

Source: company website · checked Sep 6, 2026
8Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 6, 20261-1010 contacts →

“Koehler & Associates, its CPA's, staff and clients are a family.”

Source: company website · checked Sep 6, 2026
9Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 6, 20261-108 contacts →
Source: company website · checked Sep 6, 2026
10Partial evidenceSan Jose, CA, United StatesHQ checked Sep 6, 20261-107 contacts →

“Shannon & Snyder, CPAs is a full-service accounting firm serving clients throughout the Bay Area.”

Source: company website · checked Sep 6, 2026
11Strong evidenceSan Jose, CA, United StatesHQ checked Sep 6, 20261-104 contacts →

“For over 30 years, we have been helping small business owners make better financial decisions with reliable accounting, tax, and consulting solutions.”

Source: company website · checked Sep 6, 2026
12Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 6, 20261-104 contacts →

“Our primary goal is to provide insightful advice so that you can make informed decisions.”

Source: company website · checked Sep 6, 2026
13Partial evidenceSan Jose, CA, United StatesHQ checked Sep 6, 202611-504 contacts →

“We are a full service accounting firm licensed in California.”

Source: company website · checked Sep 6, 2026
14Partial evidenceSan Jose, CA, United StatesHQ checked Sep 6, 20261-103 contacts →

“At Tax Force Inc, we take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial…”

Source: company website · checked Sep 6, 2026
15Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 6, 20261-102 contacts →

“At Paul Michael, CPA, the careful management of your finances is our top priority.”

Source: company website · checked Sep 6, 2026
16Strong evidenceSan Jose, CA, United StatesHQ checked Sep 6, 20261-102 contacts →

“Premier Tax Advisors is the #1 rated accounting firm in Silicon Valley because we teach people valuable tax planning strategies to minimize their taxes and maximize their wealth.”

Source: company website · checked Sep 6, 2026
17Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 6, 2026201-5001 contacts →
Source: company website · checked Sep 6, 2026
18Indirect evidenceSan Jose, CA, United StatesHQ checked Sep 6, 20261-101 contacts →
Source: company website · checked Sep 6, 2026

Showing 18 of 29 tax accounting for investment firms based in San Jose, United States

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Tax accounting for investment firms based in San Jose, United States at a glance

As of Sep 6, 2026
49.8%Verified-email coverage
8.2Average contacts per company
1-10Median size (employees)
696.6%Largest-city concentration · New York
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
17
11-50
10
51-200
1
201-500
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for San Jose, over 29 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among tax accounting for investment firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in San Jose, United States whose own description of what they do matches “tax accounting for investment firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names tax accounting for investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among tax accounting for investment firms, and records with no verified work email. Companies headquartered outside San Jose are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 119 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 6, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names tax accounting for investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many tax accounting for investment firms are there based in San Jose, United States?

RevenueBase identified 29 tax accounting for investment firms headquartered in San Jose, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Wheeler Accountants LLP, headquartered in San Jose, tops this list with the largest team on record.

Which city has the most tax accounting for investment firms?

New York leads with 202 headquartered companies, followed by Houston (119) and Miami (84).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 119 verified decision-maker contacts tracked across these 29 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.