Campbell Tax & Financial is a tax and financial firm based in Campbell, CA, serving clients in the Silicon Valley area. The firm works with high net worth individuals, high-income individuals, business owners, investors, and tech professionals who need support with tax and related financial matters.

Its services include tax planning and preparation, audit defense, wealth planning, accounting services, CPA accounting advisory, bookkeeping, and payroll services. The available source facts also list EA and MBA credentials associated with the practice.

The firm uses CountingWorks as its technology platform, with client-facing tools such as eSign, file sharing, email newsletters, and appointment setting referenced in the source material.