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Snap Advisory - Tax, Accounting, & vCFO

4.9 (30)

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Snap Advisory - Tax, Accounting, & vCFO is a certified public accountant in San Jose, CA.

Snap Advisory - Tax, Accounting, & vCFO Review Summary

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4.9

(30 Reviews)

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Joel Ruiz -Google user

a week ago

Very helpful, I have to amend a return from 2032 and this CPA was very honest and informative about the process. He didn’t seem to want to make a quick buck off me, but gave me truthful advice about my best options for my circumstance....Read More

shanli liu -Google user

10 months ago

If you're a small business owner and you are struggling with cash management. I 100% recommend working with Saad Abbas CPA and his team. They just take care of everything from the books, the tax planning (not just doing the return), & business coaching. They're...Read More

Managing Landlord -Google user

4 years ago

I have been using the Professional CPA Services of O'Neill & Bergado (specifically Patti O'Neill) for 20+ years now. Additionally, I have recommended and referred Patti O'Neill many of my co-workers, friends, clients and family. Patti and her team really help their clients -...Read More

Responsiveness, Quality, Professionalism

Juliet Blake -Google user

a year ago

Can't say enough great things about this team! They are by far the most efficient, diligent and communicative tax team I have worked with. Taxes are the last thing business owners want to worry and stress about - no need for either when you have...Read More

Stacee Warner -Google user

a month ago

Great firm that cares enough about your situation to actually educate you on it rather than simply tell you what to do. 10/10 would recommend to anyone.

Khadija Zanotto -Google user

7 months ago

Saad, David, and team do a wonderful job advising and preparing my taxes. Im always thankful for the time they spend with me individually. Could not recommend their services more.

Ravi Bhatia -Google user

a year ago

Amazing team. They take the time to educate you (if you want that), and they have creative and brilliant ideas on how to minimize your tax burden. They even built me a custom spreadsheet to understand housing costs for an investment property. Excellent bookkeeping services...Read More

Mary ann Russo -Google user

a year ago

Snap Advisory has been an excellent tax accountancy company for our business and personal bookkeeping goals. The staff including Saad, Frex and Irena always respond quickly to any questions asked! The whole staff is efficient, friendly and very helpful in all areas . Our business highly recommends...Read More

Paul Mulready -Google user

Edited 3 years ago

O'Neill and Bergado has been doing my business and personal taxes for over 14 years. They have saved me tens of thousands of dollars in that time period and sent bills much lower than I think their work is worth. I have had...Read More

Brandon Rossiter -Google user

a year ago

I am IMPRESSED with Snap Advisory and their outstanding customer service. I brought an issue to them and they had it fixed in about an hour total. They pointed me in the right direction and they were SUPER helpful as well. I HIGHLY recommend Snap...Read More

Nancy Whipple -Google user

Edited 6 months ago

I highly recommend Snap Advisory. The organization, as a whole, is extremely responsive and helpful. Taxes can be very stressful and they do everything they can to facilitate an easy process. I’d like to specifically call out one of their employees Iryna for “above and...Read More

Responsiveness, Quality, Professionalism, Value

Nate Heritage -Google user

a year ago

Snap Advisory has been a life saver!! The team is super responsive, helpful, and trustworthy. They were able to figure out everything we needed under very tight deadlines. 100% recommend.

H B Ng -Google user

4 years ago

Patti O'Neill was recommended to us by our friend who has been using her services for many years. We found Patti to be professional and well versed on tax codes and tax laws. She has great communication skills. She explains the tax codes clearly and...Read More

Responsiveness, Quality, Professionalism

Nora Mantell, MEd -Google user

3 years ago

Patti O'Neill has shepherded us through some complex tax situations with the closure of our SCorp and the aftermath of our relocation from overseas. She is exceptionally well organized. She deals with issues speedily. We recommend her firm wholeheartedly!

Mark Yeung -Google user

a year ago

I am pleased with Snap Advisory’s service. As a small business owner, the last thing on your mind is bookkeeping and taxes. Their great service allows me to focus on operations and customer experience of my business. Saad and Snap has been a crucial part...Read More

Dean Burdsall -Google user

8 years ago

Patti is an outstanding, brilliant tax expert. She was always a pleasure to work with and could respond to my tax questions as I was an accounting and auditing principal. I highly recommend Patti. She is easy to get along with and...Read More

Craig Carr -Google user

9 months ago

Saad is great! He's unlike any other accountant I know and great to talk business with. Highly recommended working with him!

Franke J -Google user

4 years ago

Gale did an awesome job amending and cleaning up my business tax issues that I had as a result of hiring an unprofessional and inexperienced tax person. She took the lead, walked me through the process and made time for my questions. I fully trust...Read More

Silvia M. Guardado -Google user

2 months ago

Amazing team! Very knowledgeable in tax advising and cashflow management.

Peter Stone -Google user

7 years ago

Patti has been my accountant for years. She always meets deadlines, even though I usually come in with my stuff at the last possible moment. She is very forthcoming with sage advice and counsel, delivered in the calmest and most pleasant tones possible. Now that...Read More

Victoria Lopez -Google user

2 months ago

Snap Advisory is a great place to get great nuggets of knowledge to help in your buisness.

Rod Boucher -Google user

4 years ago

Gale has been my tax accountant for 20 years. Always does her homework, knows the business, and gives me great counsel. It is a comfort to have a professional like Gale looking after all our tax issues.

Nate Hamilton -Google user

9 months ago

Saad and David handled my very small business with professionalism and speed - I'd recommend them to anyone looking for accounting, bookkeeping, and tax services!

Julia -Google user

7 years ago

Gale is an impressive tax accountant and one I highly recommend. She is professional, organized, and very efficient. She navigated me swiftly through a variety of difficult issues; she explained each piece, made smart out of the box recommendations and ultimately saved me...Read More

Steve Georgi -Google user

4 years ago

There are many good accounting firms that can file your taxes. Patti O'Neill solves your tax problems. Several years ago, the tax authorities erroneously issued me a large payment due on a complex filing, when a refund was required. …

mod ulus -Google user

4 years ago

If it were possible to give Patti 10 stars we would. They are without question the most professional, most communicative, and most pleasant accountants we have ever worked with. If you are looking for a go-to accountant, now and for the remainder of your...Read More

Brian Fox -Google user

7 years ago

Patti has provided me and my business with excellent tax services for more than 20 years. She is reliable, courteous and professional. I trust her to provide me with sound guidance and excellent service.

David Pennington -Google user

2 weeks ago

Saad is very quick to respond and a great communicator!

lucio garcia -Google user

9 years ago

I would like to personally say: ‘thank you for your assistance.’ Gale, you have been an amazing partner to team up with and make sense of our accounting process. The Food & Beverage industry is such a complex business to operate in...Read More

Lynn Forester -Google user

9 years ago

ONeill & Bergado are great to work with! Gale Bergado has been instrumental in helping us with our government audit – efficient, fast, professional and pleasant. She has transformed our accounting system from a do-it-yourself Excel system …

Features

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Online appointments

Onsite services

Accessibility

Wheelchair accessible elevator

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

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Restroom

Planning

Appointment required

Appointments recommended

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Snap Advisory - Tax, Accounting, & vCFO Review Summary