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San Marcos, CA, US
Saad Abbas
San Marcos, CA
Relay Certified
Remote Services
About

Snap Advisory is a boutique CPA firm enriched by a collective 60 years of experience from our seasoned team. A pivotal moment in 2023 was our union with ONeill & Bergado, enhancing our service offerings and providing clients with a comprehensive suite of resources for their accounting, tax, bookkeeping, and financial needs. This expansion also marked the opening of our inaugural physical office in San Jose, anchoring our presence and commitment to accessible, top-tier financial services. Central to our ethos is the cultivation of strong, lasting relationships, a principle that has been fundamental to our business and is reflected in the enduring loyalty of our clients, many of whom have been with us for over two decades.

Services Offered
Accounting
Book cleanup
Bookkeeping
Business budgeting
Business plans
Consulting
Cost accounting
Estate & Trust
Financial planning analysis
Financial reporting
Financial services
Inhouse CFO
Inventory services
Payroll
Self-employed taxes
Small business tax
Startup consulting
Tax advice
Tax consulting services
Tax planning
Tax preparation
Tax services
Tax setup
Software and Platforms
Industries Served
Automotive
Construction
Engineering
Financial services
Healthcare
Hotel & hospitality
Import/Export
Information technology
Infrastructure
Manufacturing
Not-for-profit
Professional services
Retail
Supply chain & distribution
Transport
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