Curran & Associates CPA's, P.C.

Curran & Associates CPA's, P.C. is an Accountant in San Jose, CA, located at 1098 Lincoln Ave #200. The firm operates as a boutique Certified Public Accounting practice offering tax preparation, accounting, and business advisory services to individuals and business entities, with a specific focus on small to medium-size businesses. Since 2014, the firm has provided personalized financial advice, strategic planning, and tax compliance support. It holds a 4.50 rating based on customer reviews.

David Curran leads the company’s strategy, business development, processes, and technology. The team includes Ashley, who oversees finances and human resources; Jinal and Kyle, who prepare tax returns and handle complex tax matters; Lily, who specializes in stock compensation and trading including ISO, NSO, ESPP, and RSU; Brandeigh, who manages the monthly accounting cycle and financial statements; Alex, who works across tax and accounting departments; and Kacie, who oversees project planning and deadlines.

The firm utilizes a structured onboarding process that begins with an online questionnaire and a Discovery Meeting to identify financial goals and pain points. This is followed by a proposal outlining a year-ahead plan, strategic meetings, and a schedule for project execution. Once engaged, clients receive access to an online vault for data collection and organization. The services cover personal tax support, year-round accounting, and business strategy to help clients optimize their financial picture and support long-term growth.

The firm is recognized for its positive rating from customers who have reviewed it. Clients highlight the team’s responsiveness, detail-oriented approach, and ability to provide proactive tax planning and reliable advice. The firm is known for treating client businesses with care and offering comprehensive support across tax, accounting, and advisory services.

Curran & Associates CPA's, P.C. combines specialized tax and accounting expertise with a personalized advisory approach, serving as a trusted financial partner for San Jose entrepreneurs and small business owners.

The firm is situated on Lincoln Avenue in San Jose, just steps from Willow Street and the Willow Glen neighborhood. It is located about a tenth of a mile from The Garden at Willow Glen shopping mall and Garden Station post office.

BizScoreAI awards a technical score of 84 out of 100, ensuring the website is secure and readable for search engines without errors. A discoverability score of 75 out of 100 confirms that AI crawlers can access every page, allowing AI assistants to find and recommend the business.

Services:

• Advisory Services
• Business Strategy Consulting
• Tax Accounting