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Last Name

Business Name

Email Address

Phone Number

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Your information is confidential. If the form does not redirect, email us directly:
team@coopaccounting.com

Please do not send SSNs, W-2s, bank records, or other sensitive tax documents through this form. Existing clients can use the secure client portal.

Let's
Uncloud
Your Finances.

Book a free, 30-minute discovery call. No pressure, no jargon. Just a clear conversation about your business needs and how we can help.

Direct Access

Contact Our Office

Call, email, or visit our San Jose office. We respond promptly and handle every inquiry with discretion and professionalism.

team@coopaccounting.com

Phone

(415) 328-1008

Office

1161 Ringwood Ct Ste 20
San Jose, CA 95131

Response Time

Within 1 business day

Free 30-minute discovery consultation for new inquiries.

Common Questions

Before You Reach Out

A few helpful answers before your discovery call. If your question is not covered, simply include it in the inquiry form.

Is the discovery call free?

Yes, absolutely. The initial 30-minute consultation is completely free. It's a chance for us to learn about your business and see if we're a good fit before any commitments are made.

What should I prepare?

Just a general overview of your current financial setup and what pain points you're experiencing. You don't need to bring organized spreadsheets or tax returns to this first call.

Do you work with clients remotely?

Yes. While we are based in California, we work with clients across the state via phone, video conference, and our secure client portal. We also serve cross-border businesses with US operations.

What types of clients do you take on?

We serve closely-held small businesses, high-net-worth individuals and families, and cross-border corporate groups. Our practice is intentionally boutique—we keep our client roster selective to maintain service quality.