Public Accounting Firms in San Jose, California (Santa Clara County)

Gregory M. Desmond, CPA/PFS, CFP is a well established Certified Public Accountant and Certified Financial Planner® with over 30 years' experience. He's earned the CPA specialty of Personal Financial Specialist (PFS), a designation held by fewer than 5,000 CPA's nationwide.

GREG BUILT HIS FIRM AROUND THIS KEY QUESTION:

"WHEN IS THE LAST TIME YOU SAT DOWN IN ONE ROOM WITH YOUR TAX PROFESSIONAL, YOUR INVESTMENT ADVISOR AND YOUR FINANCIAL PLANNER TO DISCUSS YOU, YOUR GOALS, AND YOUR MONEY?"

All too often that answer is never. If none of those professionals are coordinating on your behalf, you can end up with one foot on the brake and one foot on the gas in your financial life. Sure, you can still make a lot of money, but keeping a lot of money is a whole other challenge. Here at Desmond Wealth Management & Desmond Consulting Group, every time you meet with us, all those aspects are covered.

WHAT WE DO: We help personal service professionals that currently own, are looking to purchase or aspire to purchase/start their own practices. Personal service professionals work in the fields of health, law, engineering, accounting, actuarial science, consulting or performing arts. Our firm specializes in managing the specialized accounting systems that are demanded by personal service corporations. We focus on the entrepreneurial aspect of your practice, which is to leverage your practice to create personal wealth.

WHY IT MATTERS: Your job is to be a master practitioner at what you do. Our job is to be constantly monitoring the financial performance of your company. We focus on the financial metrics of your firm and ensure that targets are being met and personal financial goals are on track. This empowers you to make intelligent and purposeful business and financial decisions.

HOW DOES IT WORK: We start by designing a personalized business and personal financial plan. We create an accounting system that revolves around that plan, minimizing taxation and maximizing wealth building. We meet with you on a regular basis providing accurate CFO reports on your business and progress reports for your personal financial wealth.

WE ENCOURAGE AND WELCOME YOU TO CONNECT WITH US IF:
- You are a small business owner who wants to reduce taxes and grow your business.
- You have built up your business over the years and need help with crafting an exit strategy.
- You are seeking a holistic, thoughtful and collaborative wealth management team for your family.
- You are experiencing a life transition that impacts your financial goals.
- You are looking to take a company sponsored buy-out for early retirement.
- You want to get your financial house in order and want a customized and workable plan.
- You need an informed second opinion on your financial situation.
- You are a CPA or attorney interested in providing our resources for your clients.

QUALIFIED: Desmond Wealth Management is a Registered Investment Advisory Firm. We are affiliated with Desmond Consulting Group, a full service tax management and accountancy corporation. With the increased demand of clients seeking a trusted advisor, Greg founded both companies to serve as a personal CFO, taking care of all the critical areas of a client's financial picture: income taxes, IRA and Pension distributions, investment portfolio design and maintenance, retirement income, estate planning and business formation and planning.

Greg is an active board member and sits on the CalCPA State Personal Financial Planning Committee. He is a member of the American Institute of Certified Public Accountants and Estate Planning Council of Diablo Valley. Greg has been a guest expert on KRON4 News, San Francisco, for their financial planning forum feature to educate investors and offer investment insight. He has also been interviewed by Leslie Brinkley for Channel 7 (KGO) News, commenting on the effects of markets on retirees. He received a bachelor's degree in Economics from UC Santa Barbara and now resides in the Bay Area where he enjoys golf, cycling, skiing, crafting wood furniture, wine collecting, jazz and volunteerism. His favorite philanthropies are Komen for the Cure, Contra Costa Food Bank and ARF.... See More

Smeed CPA looks past the numbers and builds relationships with our clients. Each person we do taxes for, work on payroll with, or provide consultation to is a unique being with a unique story behind their needs. At Smeed, we respect those people and stories.... See More

emmanuel a. santos is a california attorney and certified public accountant providing comprehensive legal, tax, financial and realty solutions to clients in san francisco and beyond. he strategically combined his tax practice with legal, realty and financial services in efforts to help clients strengthen their financial health and promote financial independence. emmanuel has been in the tax and accounting industry since 1989. he received his juris doctorate from john f. kennedy university, master of science in taxation from san francisco state university and bachelor of science in accounting from indiana university (bloomington). he is an attorney-at-law and a cpa in the state of california, an irs enrolled agent, and a personal financial specialist. he also holds other licenses including real estate broker's license; life agent, variable contracts, fire & casualty broker-agent insurance licenses. he also serves as the chief financial officer of the richmond/ermet aids foundation, a non-profit organization in san francisco promoting hiv/aids prevention and awareness. his work experiences include several tax, accounting and audit positions with cooper's & lybrand, h & r block, franklin templeton investments and local cpa firms. he volunteered as a law clerk at various law firms working on estate planning and family law matters. he is an active member of the bar association of san francisco, american institute of certified public accountants, california society of certified public accountants, national association of enrolled agents, california society of enrolled agents, national association of realtors, california association of realtors and san francisco association of realtors.... See More