Snap Advisory Inc

Accounting • San Jose, California, United States • 1-10 Employees

Company overview

Headquarters	6830 Via del Oro Ste 220, San Jose, Snap Advisory Inc 95119, US
Phone number	+14082414100
Website	snapadvisory.com
NAICS	5412
Keywords	Tax Planning, Bookkeeping, Retirement, Cash Flow Planning, Business Tax, Individual Tax, Virtual Cfo, Trusts & Estate Tax
Founded	2012
Employees	1-10

Key Contact at Snap Advisory Inc

David Levinson

Director of Tax and Business Services

Snap Advisory Inc Email Formats

Snap Advisory Inc uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@snapadvisory.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@snapadvisory.com	66.7%
{first initial}	j@snapadvisory.com	33.3%

About Snap Advisory Inc

Snap Advisory is a boutique CPA firm committed to delivering top-tier financial services that empower small businesses to thrive. Our expertise spans Virtual CFO support, meticulous bookkeeping, strategic tax planning, and advanced technology solutions, ensuring streamlined operations and optimized financial performance. With over 60 years of combined experience, our team is dedicated to fostering long-term client relationships, with many of our clients trusting us for over two decades. A key milestone in 2023 was our union with ONeill & Bergado, expanding our capabilities and opening our San Jose office, reinforcing our commitment to accessible and comprehensive financial services. At Snap Advisory, we don’t just manage numbers—we provide strategic financial insights to help businesses and individuals grow their net worth and achieve long-term financial success. Headquartered in San Jose, CA

Snap Advisory Inc revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Snap Advisory Inc has never raised funding before.

Snap Advisory Inc Tech Stack

Discover the technologies and tools that power Snap Advisory Inc's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Swiper

JavaScript libraries

Axios

JavaScript libraries

Microsoft 365

Cloudflare

CDN

Alpine.js

JavaScript frameworks

Google Ads

Advertising

HSTS

Security

Calendly

Appointment scheduling

Zoho

CRM

Google Analytics

Analytics

Microsoft Clarity

Analytics

Frequently asked questions

Snap Advisory Inc is located in San Jose, California, US.

You can reach Snap Advisory Inc at +14082414100.

Snap Advisory Inc was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

Snap Advisory Inc has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Snap Advisory Inc

David Levinson

Director of Tax and Business Services

4.8

40,000 users