Company lists · Data refreshed October 2026

Top 25 Tax preparation and compliance services based in San Jose, United States

Name: Tax preparation and compliance services based in San Jose, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 22, 2026 56 companies tracked

RevenueBase identified 56 company matches for tax preparation and compliance services associated with San Jose, United States as of October 2026 and tracks 823 professional contacts across them, including 456 with verified work emails. Across the United States, New York is the largest hub for this category (340 companies); San Jose has 56.

This list covers company matches for tax preparation and compliance services associated with San Jose, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Oct 22, 2026 How this list was built

56Companies

823Contacts tracked

456Verified emails

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The 25 largest tax preparation and compliance services based in San Jose, United States

Ranked by team size

Top 25 of 56 company matches for tax preparation and compliance services based in San Jose, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Sensiba LLP	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	501-1,000	510 contacts →
	Exact match “Sensiba’s comprehensive accounting, tax, and consulting services help businesses and people solve problems, navigate complexity, and build a foundation for sustainable growth.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
2	Wheeler Accountants LLP	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	11-50	64 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
3	Christopher Huang Cpas, INC	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	11-50	27 contacts →
	Exact match “Christopher Huang CPAs Inc.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
4	Weber And Company, INC	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	11-50	22 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
5	Eckley Lombardi Glascott LLP	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	11-50	13 contacts →
	Exact match “Eckley Lombardi Glascott LLP services closely held (privately owned) entrepreneurial businesses, their owners and high net worth clients.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
6	Rd's TAX Strategies, INC	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	13 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
7	AMI Shah CPA	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	12 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
8	Mytaxmd	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	11 contacts →
	Exact match “MyTaxMD is a California company that grew out of a one-man tax practice started in 1975.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
9	Wubbels & Duffy, Cpas, Rllp	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	10 contacts →
	Exact match “Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
10	Dunham Associates Cpas, INC	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	11-50	9 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
11	Koehler & Associates, Cpa's, INC	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	9 contacts →
	Exact match “Koehler & Associates, its CPA's, staff and clients are a family.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
12	Shannon & Snyder Cpas	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	8 contacts →
	Exact match “Shannon & Snyder, CPAs is a full-service accounting firm serving clients throughout the Bay Area.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
13	Curran & Associates Cpas, P.C	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	5 contacts →
	Exact match “Curran & Associates is a boutique accounting, tax, and business advisory service for those looking to level-up their financial picture.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
14	Potentia TAX	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	5 contacts →
	Exact match “Our primary goal is to provide insightful advice so that you can make informed decisions.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
15	First TAX Service, INC	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	3 contacts →
	Exact match “For over 30 years, we have been helping small business owners make better financial decisions with reliable accounting, tax, and consulting solutions.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
16	TAX Force INC	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
17	Paul Michael, CPA	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	2 contacts →
	Exact match “At Paul Michael, CPA, the careful management of your finances is our top priority.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
18	Snap Advisory INC	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	2 contacts →
	Exact match “Snap Advisory is an accounting, tax and business advisory firm that helps small and mid-size businesses, dentist and real estate investors gain clarity through clean bookkeeping…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
19	Seeba & Associates, INC	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	2 contacts →
	Exact match “Located in the heart of California's Silicon Valley, Seeba & Associates has become well known to entrepreneurial small businesses, to estate planning professionals, and to the Bay…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
20	Premier TAX Advisors	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
21	Grindy TAX Service	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	2 contacts →
	Exact match “Take a look at our Graphic Intro page.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
22	Global TAX Advisers	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	201-500	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
23	Lawrence Accountancy Corp	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	11-50	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
24	Silicon Valley TAX Coach	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	1 contacts →
	Exact match “At Silicon Valley Tax Coach, we use our unparalleled training as a Certified Tax Strategist to save successful small business owners, entrepreneurs, doctors, and cannabis industry…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
25	Sequoia TAX Associates, INC	Exact match	San Jose, CA, United StatesHQ recorded Oct 22, 2026	1-10	1 contacts →
	Exact match “We solve problems and add value through offering a wide range of tax and business solutions for small businesses.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “tax preparation and compliance services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 56 tax preparation and compliance services based in San Jose, United States

See the full list, filter by size, metro and specialty, and access 456 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Tax preparation and compliance services based in San Jose, United States at a glance

As of Oct 22, 2026

55.4%Verified-email coverage

14.7Average contacts per company

1-10Median size (employees)

Oct 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for San Jose, so it is reported there. Company counts and contact totals on this page are exact for San Jose, over 56 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with San Jose, United States whose business descriptions match “tax preparation and compliance services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 456 professional contacts with verified work emails across the full matched dataset. 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 October 22, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Tax preparation and compliance services by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “tax preparation and compliance services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many tax preparation and compliance services are there based in San Jose, United States?

RevenueBase identified 56 company matches for tax preparation and compliance services associated with San Jose, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Sensiba LLP tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most tax preparation and compliance services?

New York leads the United States with 340 company records, followed by Houston (301) and Miami (168). San Jose has 56.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 456 professional contacts with verified work emails tracked across these 56 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 22, 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 SmartSearch, 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.