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Curran & Associates Business, Financial & Professional Services agency logo

Curran & Associates

Business, Financial & Professional Services San Jose, California, United States
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Curran & Associates is a growing boutique CPA firm in San Jose that provides tax, accounting, and advisory services. The firm prioritizes proactive communication and personalized strategies for small businesses. It serves clients across real estate and legal industries.

Curran & Associates, P.C. is a boutique CPA firm founded in 2013 and headquartered in San Jose, California. The firm redefines the traditional CPA relationship by emphasizing proactive communication, personalized strategies, and genuine partnership with clients. It focuses on serving time-strapped business owners, treating each client's venture as if it were its own.

The firm employs between 50 and 99 people. Minimum budgets and hourly rates are not publicly listed and are available upon inquiry. Curran & Associates offers a trifecta of tax, accounting, and advisory services designed to handle financial complexities so clients can focus on their core business.

Service offerings include entity selection, payroll, sales and use tax, bookkeeping, financial statements, estate planning, and outsourced CFO support. The firm's consultative onboarding process involves a discovery meeting, customized planning, and clear execution roadmaps to provide clarity and free up client time.

Curran & Associates serves the real estate and legal industries. Its client types range from startups and small businesses to medium businesses and enterprise or corporate clients. The firm's core values are People First, Excellence, and Growth, driving a commitment to quality service and long-term client success.

Client reviews sourced from Google give the firm a rating of 4.5 out of 5 from eight reviews. Reviewers frequently mention the team's responsiveness, expertise, and proactive communication. One client noted that the firm's solid work freed them up to focus on their business, while another highlighted the team's extra effort to streamline processes and provide full accounting analysis.

Services

  • Accounting

Industries Served

Real Estate Legal

Team Size

50 - 99

Pros

  • Responsive and proactive communication with clients
  • Personalized tax and accounting strategies
  • Strong expertise in tax preparation and bookkeeping

Client Review Analysis

Clients consistently highlight the firm's responsiveness, expertise, and proactive support. Google rating is 4.5 from 8 reviews.

Frequently Asked Questions

Curran & Associates offers tax preparation, accounting, payroll, bookkeeping, financial statements, estate planning, and outsourced CFO support.
The firm serves real estate and legal industries, as well as startups, small businesses, medium businesses, and enterprise clients.
The firm is headquartered at 1314 Lincoln Avenue, San Jose, California 95125, United States.
The team size is between 50 and 99 employees.
Pricing details are available upon inquiry; the firm does not publicly list minimum budgets or hourly rates.
Clients praise the firm's responsiveness, expertise, and proactive communication, with a Google rating of 4.5 from 8 reviews.
Yes, the firm lists startups among its client types, along with small, medium, and enterprise businesses.
The firm was founded in 2013.
Yes, estate planning is one of the advisory services offered by the firm.
The firm uses a consultative process including a discovery meeting, customized planning, and clear execution roadmaps.
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