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Snap Advisory - Tax, Accounting, & vCFO
Proactive financial solutions for businesses and individuals—where expertise meets integrity.
4.2(5 reviews)
accountant
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Proactive financial solutions for businesses and individuals—where expertise meets integrity.
Snap Advisory is a premier accounting and financial consulting firm based in San Jose, CA, specializing in tax preparation, accounting services, and virtual CFO (vCFO) solutions. We serve small businesses and individuals with a focus on proactive planning, accurate filings, and strategic financial guidance. Our team, led by experienced CPAs, is dedicated to providing honest, transparent advice to help clients navigate complex tax and accounting challenges. With a commitment to excellence and client satisfaction, we aim to be your trusted financial partner for long-term success.
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Comprehensive tax return services for individuals and businesses, including amendments and proactive planning to optimize outcomes.
Accurate financial record-keeping, reconciliation, and reporting to ensure compliance and clear insights into your finances.
Strategic financial management, cash flow analysis, and business coaching to support growth and decision-making for small businesses.
Proactive guidance on tax strategies, deductions, and compliance to minimize liabilities and plan for future financial needs.
Tailored advice on financial operations, cash management, and accountability to help businesses thrive and scale effectively.
Saad breadth of knowledge of all things tax and accounting related is unmatched. His positive energy is fun to work with!
Snap Advisory provides excellent guidance and proactive tax planning. They are attentive, professional, and always take the time to explain your options clearly. Highly recommended!
Very helpful, I have to amend a return from 2032 and this CPA was very honest and informative about the process. He didn’t seem to want to make a quick buck off me, but gave me truthful advice about my best options for my circumstance. I will definitely recommend doing business with them and I will for my future tax needs
Never ever use this company for your taxes. First of all they make a bunch of mistakes. My current tax return had a missing 1095a form and now it’s causing me to pay even more in taxes than I already accounted for. Every adjustment they make they charge you (a lot!) without properly make an effort to do our taxes correctly from the first attempt. They change a responsible for your returns CPA without letting you know and give you a higher price tag as well. Oh, and in 2022 they didn’t even file our taxes due to a missing document which could have been easily provided if we were asked about that. Instead they decided not to file our 2022 all together and we found out about it only after we started preparing our 2023. Please never go there!
If you're a small business owner and you are struggling with cash management. I 100% recommend working with Saad Abbas CPA and his team. They just take care of everything from the books, the tax planning (not just doing the return), & business coaching. They're proactive in their communication and hold me accountable. As a business owner, I want a completely outsourced business solution and a business partner who understands what I need, and Snap Advisory delivers exactly that
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