Comprehensive Accounting, Tax, Advisory and Assurance Services
Located on Almaden Boulevard in the heart of downtown San Jose, BPM’s Silicon Valley office sits at the center of the most consequential technology economy in the world. We serve startups, growth-stage companies, and global enterprises throughout San Jose, the South Bay, and the broader Silicon Valley corridor — bringing the full depth of BPM’s capabilities to a market where the financial stakes, the complexity, and the pace are unlike anywhere else.
Whether you’re preparing for an IPO, closing a transaction, or building long-term financial strategy, BPM San Jose is here to help.
Leading Industries We Serve in San Jose
Technology & Software
Audit, tax, and advisory for software companies, SaaS platforms, enterprise technology firms, and digital infrastructure businesses throughout the South Bay, including R&D tax credits, equity compensation planning, ASC 606 revenue recognition, and public company readiness.
High Net-Worth Individuals & Family Offices
Comprehensive tax planning, equity compensation tax strategy, estate and gift planning, and wealth management for the executives, founders, and investors whose financial lives are defined by Silicon Valley’s unique compensation structures and liquidity events.
Artificial Intelligence & Emerging Technology
Accounting, tax, and advisory for AI companies, robotics firms, and deep tech startups working through rapid growth, equity financing events, and evolving revenue recognition questions.
Financial Services, Private Equity & Venture Capital
Audit, tax, and advisory for VC and PE firms, portfolio companies, and registered investment advisors operating throughout Silicon Valley’s deep and active investment ecosystem.
Life Sciences & Medical Devices
Audit, tax, and advisory for biotech, pharmaceutical, and medical device companies, including clinical-stage accounting, grant recognition, transfer pricing, and IPO readiness support.
Our Services in San Jose & Silicon Valley
From financial statement audits and SOC examinations to employee benefit plan audits and IPO readiness assessments, we deliver rigorous, insightful analysis for companies at every stage of growth.
Strategic advisory services including business valuations, transaction advisory, M&A support, transfer pricing, cybersecurity consulting, and HR consulting — built for the speed and complexity of Silicon Valley deal-making.
Comprehensive planning and compliance across corporate and partnership tax, R&D credits, equity compensation, international tax, transfer pricing, SALT, and private client services, with deep familiarity with the issues facing technology and life sciences companies.
Sophisticated financial planning, equity compensation tax strategies, estate and gift planning, charitable giving, and family office services for high-net-worth individuals navigating liquidity events and long-term wealth planning.
Outsourced and co-sourced accounting services including financial statement preparation, management reporting, and bookkeeping for businesses that need reliable financial operations without the overhead of a full in-house team.
NetSuite and Sage Intacct implementation and optimization to help fast-growing Silicon Valley businesses build the financial infrastructure to scale with confidence.
