This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in San Jose, CA. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 4.
ASL (Abbott, Stringham & Lynch) #
Website: https://aslcpa.com
Phone: 408-377-8700
Abbott, Stringham & Lynch, known by the abbreviation ASL, is a certified public accounting firm serving San Jose and the surrounding region. According to its website, the firm serves San Jose, which it describes as the heart of Silicon Valley, along with the greater Bay Area. The firm describes itself on its site as a top 30 CPA firm and states that it offers audit, accounting, tax, valuation, and consulting services to companies and individuals. It works with emerging- and middle-market privately held businesses as well as high-net-worth individuals such as owners, founders, and executives.
The firm’s services are organized on the site into several categories. Under tax and advisory, the firm lists services for families, individuals, and emerging wealth; business tax; the R&D tax credit; estates, trusts, and gift tax; and real estate entities. Its assurance and advisory services include audits, reviews, and compilations; employee benefit plans; and nonprofit work. The firm also lists business advisory services such as start-up advising, corporate governance, internal controls, mergers and acquisitions, succession planning, and litigation services. A valuation practice covers valuation services, ESOPs, estate and gift valuation, and stock options.
For bookkeeping and accounting needs, the firm lists accounting solutions and specifically names outsourced finance and accounting as a service. The website states that ASL has acquired ArightCo, a San Jose-based integrated finance and accounting partner for mid-sized organizations, and describes this acquisition as enhancing its client accounting services with outsourced finance and accounting solutions. The firm characterizes its approach as combining business advising, accounting, and tax services with what it calls around-the-corner service and personal accountability.
The firm identifies a set of industry specialties, which it refers to as its core niches. These include technology, construction, manufacturing and distribution, international, renewable energy, nonprofits, and real estate. For privately held businesses, the site names technology, construction, real estate, manufacturing and distribution, and international as areas of expertise. The construction industry is listed among the firm’s specialties on both its core niches and its expertise sections, indicating attention to that sector, though the available source does not detail specific construction accounting offerings. The firm also serves family and individual wealth clients, with services in estates and trusts and individual tax planning, and it lists nonprofits and renewable energy as additional areas of focus.
The website emphasizes the firm’s work with privately held businesses and individuals and states that it aims to identify opportunities, challenges, and solutions so that clients can make timely decisions. It describes a commitment to delivering quality and service and references its mission and culture on the site. The firm notes membership in Allinial Global. ASL also maintains a careers section addressing early-career and experienced hires, and it publishes insights and articles, including pieces on potential refund opportunities for penalties and interest paid to the IRS, the excess business loss limitation as a permanent tax planning issue, and its acquisition of ArightCo.
The firm provides client resources and an online payment option through its website. It notes that payments made through its online processing system are not refundable. For prospective clients seeking accounting, tax, or advisory support in the San Jose and Silicon Valley area, the firm invites contact and lists the phone number 408-377-8700 for additional information. The site describes the firm’s team as experienced and frames its services around helping privately held businesses and individuals manage and grow their financial positions in the Bay Area market.
Asnani CPA #
Website: https://www.asnanicpa.com
Phone: (707) 742-3299
Asnani CPA is a certified public accountant and bookkeeping firm serving small businesses, tech startups, and 1099 contractors in the San Francisco Bay Area, including San Jose. According to its website, the firm is based in the San Francisco Bay Area and lists an office address of 22320 Foothill Blvd, Hayward, CA, 94542. San Jose is named on the site as one of the communities the firm serves, alongside Campbell, Cupertino, Fremont, Menlo Park, Milpitas, Mountain View, Palo Alto, Redwood City, San Mateo, Santa Clara, and Sunnyvale, and the firm describes its reach with the phrase from San Jose to Hayward and from Mountain View to San Francisco. The firm states that it has clients around the Bay Area.
The firm describes itself as an outsourced accounting service rather than a typical CPA firm. Its stated process begins with a tax and accounting audit, followed by a comprehensive tax reduction plan, cleanup of bookkeeping, payroll, accounting, and operations, proactive management of S-Corp or LLC salary decisions and tax payments, and ongoing maintenance of accurate bookkeeping. The firm also states that it provides and performs payroll, including 940 and 941 filings, and serves as an outsourced CFO and wealth planning tax resource. The site groups its services into business tax returns, bookkeeping services, and payroll.
For bookkeeping, the firm states that it keeps records up to date and accurate and handles the recording of financial transactions. Its payroll services are described as full-service and provided as part of its outsourced accounting offering. For business tax returns, the firm references work with sole proprietorships filing a Schedule C as well as S-Corps filing an 1120S, and it covers LLC, S-Corp, and C-Corp taxes. The firm emphasizes proactive, year-round tax planning aimed at reducing taxes and frames its work around helping clients save time and remain compliant.
The firm identifies a clear focus on home-service and trades businesses. Among the industries listed on its site are general contractors and builders and landscaping contractors, alongside digital agencies and freelancers and accounting for startups. The firm’s blog reinforces this trades orientation with numerous articles addressing construction contractors, custom home builders, home remodelers, landscaping contractors, electricians, plumbers, and epoxy flooring companies, covering topics such as job costing, tax strategies, bonding capacity, seasonal cash flow, and bookkeeping systems for contractors. Several articles specifically reference San Jose contractors and Bay Area landscaping and construction businesses.
The firm states that it specializes in helping small businesses, contractors, and tech startups with bookkeeping, business tax returns, and proactive tax reduction planning. Its leadership is identified on the site as Shamal Asnani, Founder and CPA, and Rachel Asnani, Founder and Enrolled Agent. The firm describes its services around saving clients money, helping them invest, and providing service it characterizes in its own words as delivered with rigor and creativity. It also states that it does not share client data and offers a no-cost tax and accounting analysis for prospective clients.
The website includes a pricing section and client reviews, and it maintains an extensive blog covering tax deadlines, S-Corp elections, payroll compliance in California, estimated taxes, sales tax changes, and guidance for freelancers, startups, and contractors. The firm invites prospective clients to schedule a consultation. Contact details listed on the site include the Hayward, CA office address at 22320 Foothill Blvd, the phone number (707) 742-3299, and the email address sasnani@asnanicpa.com. The firm presents itself as a Bay Area accounting and tax firm focused on helping small businesses lower their taxes and maintain accurate financials.
Brent Wakefield CPA #
Website: https://www.wakecpa.com
Phone: (408) 386-4249
Brent Wakefield CPA is an accounting firm based in San Jose, California. According to its website, the firm is located at 799 Spicewood Ct, San Jose, CA 95120, and it describes itself as a full-service accounting firm licensed in California. The site is written largely in the first person, indicating a practice centered on its named principal, and states that it offers a broad range of services for business owners, executives, and independent professionals. Contact details listed include the email address brent@wakecpas.com and the phone number (408) 386-4249, with the firm inviting prospective clients to call or complete a contact form.
The firm’s services are organized on the site into business services, tax services, services for QuickBooks, and services for individuals. Business services listed include small business accounting, bookkeeping services, payroll, part-time CFO services, audits, reviews and compilations, forensic accounting, cash flow management, bank financing, business valuation, business advisory services, financial planning for businesses, succession planning, new business formation, nonprofit organizations, internal controls, litigation support, virtual CPA services, and cryptocurrency accounting services. The firm states that it handles a client’s business so the owner can return to running it.
On the tax side, the site lists individual tax preparation, tax preparation for businesses, tax planning, and estate and trust tax services. It also describes a range of tax relief services, including IRS audit representation, handling of non-filed tax returns and back taxes owed, payroll tax problems, IRS liens, levies, wage garnishment, and seizures, IRS payment plans, offers in compromise, matters related to bankruptcy, and innocent spouse relief. The firm offers QuickBooks-related services as well, including guidance on why to use QuickBooks, setup, training, answers to QuickBooks questions, tune-ups, and assistance purchasing the software. Services for individuals listed include retirement planning, wealth management, estate planning, and elder care.
The firm maintains a dedicated page on construction industry accounting. It states that the construction industry faces challenges such as insurance and bonding requirements, labor issues, and a competitive bidding process that varies from contract to contract. The firm describes serving construction management firms, general contractors, subcontractors, residential developers, and businesses in construction-related trades. It states that it stays current on tax law changes affecting the construction industry and maintains relationships with third-party professionals, including real estate professionals, attorneys, and bankers, to help prepare the financial documents needed to obtain financing from creditors, banks, suppliers, and bonding companies.
The construction accounting services described on the site include financial statement work covering reviews, compilations, and audits; review and implementation of financial reporting systems; review of internal project controls; contractor dispute resolution; construction audits; tax return preparation; payroll; and business valuation and succession planning. The firm also references mergers and acquisitions and strategic planning among the advisory services it offers to construction clients, and it frames this work around helping clients increase profitability.
The website lists construction among the industries the firm serves, alongside dentists, healthcare, hospitality, law firms, manufacturers, and real estate. The firm provides resources on its site, including financial calculators, a tax center with tools to track a refund, tax due dates, tax rates, IRS tax forms and publications, a record retention guide, and state tax forms. It also offers a secure, password-protected client portal and a newsletter that retains the prior six months of issues. The firm characterizes its work as providing experienced, professional support and describes its aim as helping clients secure a sound financial future. Contact information on the site repeats the San Jose address at 799 Spicewood Ct, the email brent@wakecpas.com, and the phone number (408) 386-4249.
Smart Tax Inc #
Website: https://www.smarttaxbookkeeping.com
Phone: 408-712-0272
Smart Tax Inc is an accounting and tax firm based in San Jose, California. According to its website, the firm’s office is located at 4020 Moorpark Avenue, Suite 101, San Jose, CA 95117, and the site notes that the office has moved from Suite 208 to Suite 101. The firm describes itself as a San Jose, California accounting firm dedicated to providing accounting services, tax services, and financial guidance for small business owners. Its materials reference both San Jose and nearby Campbell and Sunnyvale, indicating a focus on the local area.
The firm’s services are grouped on the site into accounting and tax categories. Accounting services listed include small business accounting, incorporation services, QuickBooks services, payroll services, and outsourced CFO services. The firm describes its small business accounting as covering day-to-day bookkeeping and helping clients make decisions about matters such as hiring employees or making larger purchases. Tax services listed include tax planning, tax preparation, and ITIN application services, with the firm noted as an ITIN acceptance agent. The site also references biometrics and live scan services and notary services.
A dedicated page describes the firm’s construction accounting services. The firm states that construction accounting extends beyond the traditional accounting and bookkeeping functions of a fixed-location business, and it positions itself to serve local craftsmen, residential contractors, and larger commercial construction companies. The page describes assistance with traditional accounting tasks, cash flow, job estimating and costing, including travel time, logistics, mobilization, and demobilization, as well as fixed asset accounting and the tax implications of running a construction business. The firm states that it helps construction companies pay the lowest amount of tax possible through tax strategies.
The construction accounting offerings listed on the site include full-service accounting for contractors, fixed asset accounting, tax compliance services, job estimating and costing, payroll provider services, QuickBooks setup and support, sales tax processing, month-end closings, cash balance tracking, bank reconciliations, general ledger maintenance, and operational reviews. The firm invites construction businesses to call or request a consultation to assemble a package of accounting services.
Beyond construction, Smart Tax Inc lists a number of other industries it serves. These include architects and engineers, dental practices, franchises, hospitality, manufacturers, medical practices, real estate, and retailers. For each, the site briefly describes its focus, such as reducing taxes for architectural firms, keeping dental practices financially healthy, monitoring expenses for franchises, stabilizing cash flow for hotels and restaurants, and managing cash flow and expenses for retailers. The firm describes the construction sector as benefiting commercial builders, busy contractors, and local tradesmen through its accounting services and tax planning strategies.
The website frames the firm as a partner in managing business finances, offering bookkeeping organization, budgeting, and strategic tax planning intended to limit tax liabilities. The firm states that it provides customized and accurate accounting services and describes its staff as experienced and welcoming. It encourages prospective clients to request a consultation to learn how the firm can help, and it offers a newsletter on the latest tax news. Contact details listed on the site include the address at 4020 Moorpark Avenue, Suite 101, San Jose, CA 95117, and the phone number 408-712-0272, along with options to send files securely and leave a review. The firm’s website is noted as having been designed by Build Your Firm, a provider of CPA and accounting marketing services.