Curran & Associates
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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
Team Size
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.