Curran & Associates CPA's, P.C.

Curran & Associates offers a comprehensive trifecta of services across tax, accounting, and business strategy. Services include business advisory (tax and accounting strategy, entity selection, retirement plan selection), tax return preparation and planning, and accounting services (controller, bookkeeping, financial statements).

The process includes five steps: (1) Assess - complete online questionnaire, (2) Explore - Discovery Meeting to identify opportunities, (3) Synthesize - receive proposal with scope and strategy, (4) Begin - onboarding with engagement letters and data collection, (5) Thrive - ongoing strategic management.

Curran & Associates works best with entrepreneurs, small to medium businesses, and start-ups looking to level-up their financial picture through comprehensive accounting, tax, and business advisory services.

Tax services include income tax return preparation, sales tax return preparation, estimated tax calculations, local tax compliance, informational returns, and personal tax support for business owners.

Yes, the firm offers accounting system setup for new businesses along with business entity selection advisory.

Accounting services include external controller service, monthly/quarterly/annual bookkeeping, compiled and signed financial statements, and accounting system setup for new businesses.

To transform the client-CPA experience to one that involves proactive communication, a personalized forward-looking business strategy, and the sense you're working with someone equally committed to your business's long-term goals and growth.

Curran & Associates is located at 1314 Lincoln Avenue, Suite 2F, San Jose, California, 95125.