Accountants in Palo Alto, CA — 22 Top-Rated Firms (2026)
We list 22 accounting firms in Palo Alto, California that have a website and a public review record — 11 CPA firms, 6 financial planners, 4 tax preparers, and 1 bookkeeper. 11 hold a Google rating of 4.5★ or higher, and the average across the 22 rated firms here is 4.10★. They are sorted by Google rating and review count.
By service: CPAs & Accountants (11)|Financial Planners (6)
The highest-rated firm in Palo Alto is USAIndiaCFO (5.0★, 61 reviews). 11 of 22 rated firms hold a 4.5★ or higher Google rating.
Showing 22 of 22 firms · sorted by Google rating
1.
USAIndiaCFO
★★★★★★★★★★5.0(61 Google reviews)✓ Verified on Google
CPA Firm · 3000 El Camino Real Bldg 4, Suite 200, Palo Alto, CA 94306
Services: tax planning, advisory
2.
My Tax and Mortgage
★★★★★★★★★★5.0(34 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 228 Hamilton Ave 3rd floor, Palo Alto, CA 94301
3.
Bains Financial Services | CPA | Tax & Accounting
★★★★★★★★★★5.0(15 Google reviews)✓ Verified on Google
CPA Firm · 228 Hamilton Ave Fl 3, Palo Alto, CA 94301
Services: bookkeeping, tax preparation
4.
Capital Tax
★★★★★★★★★★5.0(10 Google reviews)✓ Verified on Google
CPA Firm · 530 Lytton Ave 2nd Floor, Palo Alto, CA 94301
Services: bookkeeping
5.
Prosperity Capital Advisors - Palo Alto
★★★★★★★★★★5.0(8 Google reviews)✓ Verified on Google
Tax Preparation · 3000 El Camino Real Bldg 4 suite 200, Palo Alto, CA 94306
Services: financial planning, advisory
6.
Partners Tax - Palo Alto
★★★★★★★★★★5.0(7 Google reviews)
Tax Preparation · 291 Lambert Ave, Palo Alto, CA 94306
Services: tax planning, advisory
7.
Kick
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
CPA Firm · 316 High St, Palo Alto, CA 94301
Services: bookkeeping
8.
Apercen Partners
★★★★★★★★★★5.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
Tax Preparation · 314 Lytton Ave #200, Palo Alto, CA 94301
Services: tax planning, advisory
9.
KFK CPA, Inc
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
CPA Firm · 425 Sherman Ave #330, Palo Alto, CA 94306
Services: accounting & tax
10.
H&R Block
★★★★★★★★★★4.8(73 Google reviews)✓ Verified on Google
CPA Firm · 1765 E Bayshore Rd, Palo Alto, CA 94303
Services: tax preparation, tax planning, advisory
11.
George J. Laning CPA
★★★★★★★★★★4.6(8 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 3000 El Camino Real Building 4, Palo Alto, CA 94306
Services: bookkeeping, tax preparation, tax planning
12.
Frank, Rimerman + Co. LLP
★★★★★★★★★★4.3(3 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 1801 Page Ml Rd #100, Palo Alto, CA 94304
Services: accounting & tax
13.
Block Advisors
★★★★★★★★★★4.2(58 Google reviews)✓ Verified on Google
CPA Firm · 159 Homer Ave, Palo Alto, CA 94301
Services: bookkeeping, tax preparation
14.
J.P. Morgan
★★★★★★★★★★4.0(9 Google reviews)✓ Verified on Google
Financial Planning · 2275 El Camino Real, Palo Alto, CA 94306
15.
Bank of America Financial Center
★★★★★★★★★★3.7(52 Google reviews)✓ Verified on Google
Financial Planning · 530 Lytton Ave, Palo Alto, CA 94301
Services: advisory
16.
Fidelity Investments
★★★★★★★★★★3.7(16 Google reviews)✓ Verified on Google
Financial Planning · 251 University Ave, Palo Alto, CA 94301
17.
Bayshore Tax and Consulting
★★★★★★★★★★3.2(5 Google reviews)✓ Verified on GoogleIRS PTIN
Bookkeeping · 2479 E Bayshore Rd #100, Palo Alto, CA 94303
Services: tax preparation, tax planning
18.
BMO Bank N.A Branches
★★★★★★★★★★3.0(27 Google reviews)✓ Verified on Google
Financial Planning · 2600 El Camino Real, Palo Alto, CA 94306
Services: advisory
19.
Hock Bratcher LLP
★★★★★★★★★★3.0(8 Google reviews)✓ Verified on GoogleIRS PTIN
CPA Firm · 3000 El Camino Real building 4, Palo Alto, CA 94306
Services: accounting & tax
20.
Merrill Lynch Wealth Management
★★★★★★★★★★3.0(5 Google reviews)✓ Verified on Google
Financial Planning · 3075A Hansen Way, Palo Alto, CA 94304
21.
Bank of America Financial Center
★★★★★★★★★★2.8(32 Google reviews)✓ Verified on Google
Financial Planning · 3000 El Camino Real #130, Palo Alto, CA 94306
Services: advisory
22.
Irvin Abrahamson & Co
★★★★★★★★★★1.0(1 Google review)✓ Verified on GoogleIRS PTIN
Accountant · 438 Cambridge Ave #100, Palo Alto, CA 94306
Services: accounting
Top accounting firms in Palo Alto
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | USAIndiaCFO | CPA Firm | 5.0 / 5 | 61 |
| 2 | My Tax and Mortgage | Tax Preparation | 5.0 / 5 | 34 |
| 3 | Bains Financial Services | CPA | Tax & Accounting | CPA Firm | 5.0 / 5 | 15 |
| 4 | Capital Tax | CPA Firm | 5.0 / 5 | 10 |
| 5 | Prosperity Capital Advisors - Palo Alto | Tax Preparation | 5.0 / 5 | 8 |
More Firms in Palo Alto
Firms without a website or enough reviews for a profile page of their own.
- Jack Mao, EA - Tax Services - Palo AltoTax Preparation★ 5.0 (4)(650) 200-0105Website ↗
- Bay TaxTax Preparation★ 5.0 (2)(650) 374-7900Website ↗
- Merrill Lynch Financial Advisor Russell BlockhusFinancial Planning★ 5.0 (2)(650) 473-7867Website ↗
- Accounting Technology SolutionsAccountant★ 5.0 (1)(650) 521-1779Website ↗
- Cornerstone Capital, IncFinancial Planning★ 5.0 (1)(650) 566-9650Website ↗
- David T. Lee - BancWest Investment Services Wealth Financial AdvisorFinancial Planning★ 5.0 (1)(650) 269-0476Website ↗
- EllerraAccountant★ 5.0 (1)(650) 798-5028Website ↗
- Forensic Accounting CorpCPA Firm★ 5.0 (1)(650) 285-1194Website ↗
- Holland David CPACPA Firm★ 5.0 (1)(650) 326-9100
- Maya Advisors, IncFinancial Planning★ 5.0 (1)(650) 704-3074Website ↗
- Merrill Lynch Financial Advisor Amar SinghFinancial Planning★ 5.0 (1)(650) 473-7839Website ↗
- Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial AdvisorFinancial Planning★ 5.0 (1)(650) 334-6104Website ↗
- Palo Alto, CA Branch Office - UBS Financial Services Inc.Financial Planning★ 5.0 (1)(650) 496-7400Website ↗
- Phases Financial GroupFinancial Planning★ 5.0 (1)(650) 313-2740Website ↗
- RMJR Tax and AccountingCPA Firm★ 5.0 (1)(650) 966-7997Website ↗
- Robert Mc Millan & AssociatesTax Preparation★ 5.0 (1)(650) 327-2696
- Thriving Asset ManagementFinancial Planning★ 5.0 (1)(650) 643-1460Website ↗
- WhiteSpace Financial, LLCFinancial Planning★ 5.0 (1)(650) 777-7588Website ↗
- Sand Hill Global AdvisorsFinancial Planning★ 4.0 (2)(650) 854-9150Website ↗
- Tax and Financial Services - Palo AltoBookkeeping★ 3.7 (3)(650) 600-1829
- Advantum Tax and Accounting ServicesBookkeeping★ 3.5 (4)(650) 451-9200Website ↗
- Altamont Capital PartnersFinancial Planning★ 3.0 (2)(650) 264-7750Website ↗
- Harris MyCFOFinancial Planning★ 3.0 (2)(650) 210-5000Website ↗
- TIAA Financial ServicesFinancial Planning★ 3.0 (1)(866) 842-2906Website ↗
- Merrill Lynch Financial Advisor Edward HoganFinancial Planning★ 1.0 (3)(650) 473-7810Website ↗
- American Tax ProfessionalsTax Preparation★ 1.0 (1)(510) 791-8962Website ↗
- Raymond JamesFinancial Planning★ 1.0 (1)(650) 566-8301Website ↗
- Robert W Baird & CoFinancial Planning★ 1.0 (1)(650) 858-6803Website ↗
- Adele Gershater CPA PCCPA Firm(650) 245-7952Website ↗
- Asya Marder CPACPA Firm(323) 850-1200
- Cecilia T. Wong, CPACPA Firm(650) 776-1314
- Daniel R. Bettelon, CPACPA Firm(650) 424-8405Website ↗
- David D. McCormick, CPACPA Firm(650) 856-6118
- Equitybee IncTax Preparation(650) 847-1149Website ↗
- Frank Rimerman and CoTax Preparation(816) 289-0669
- Jeffrey Qian CPACPA Firm(510) 821-1633
- Jerome B. Spector, CPA, PFSCPA Firm(650) 906-2592
- Karuna AdvisorsTax Preparation(650) 248-1335
- Ky & Associates INCTax Preparation(408) 609-3119
- Laarni Von Ruden, CPACPA Firm(650) 814-0446
- Morton & Associates, Inc.Tax Preparation(650) 323-6665Website ↗
- Rosewood Family Adviosrs LLPTax Preparation(650) 313-2014Website ↗
- Rosewood Family AdvisorsTax Preparation(650) 313-2017Website ↗
- Rosewood Family Advisors, LLPTax Preparation(650) 210-5118Website ↗
- Shalini Saidha, CPACPA Firm(650) 303-6004
- Shirley Tay & CompanyTax Preparation(650) 600-3652
- Sutter Hill Management CompanyTax Preparation(650) 493-5600
- Tripp & AssociatesTax Preparation(650) 329-0520Website ↗
How to choose an accountant in Palo Alto
- Verify credentials — a CPA holds a state Board of Accountancy license; a tax preparer should have a valid IRS PTIN and, ideally, an EA (Enrolled Agent) designation.
- Match the specialty to your needs — small-business tax, S-corp/LLC filings, bookkeeping, or personal returns are different skill sets.
- Confirm they e-file and use current software, and ask how they handle IRS notices or audits.
- Get the fee structure in writing — hourly, flat per-return, or monthly retainer — before engaging.
- Ask for an engagement letter defining scope, responsibilities, and deadlines.
What accountants cost
Typical national ranges: individual tax return $150–$450, monthly bookkeeping $200–$700, business return $500–$2,500+.
Cost guidance is a national reference range, not a quote — actual fees depend on return complexity, entity type, and the firm. Always request a written estimate.
Frequently asked questions
- How many accountants are in Palo Alto?
- We list 22 accounting firms in Palo Alto, California that have a website and a public review record, 11 of which hold a 4.5★+ Google rating. 70 businesses in Palo Alto appear in the underlying public data.
- How much does an accountant cost in Palo Alto?
- Fees vary by complexity and firm. As a national reference, an individual tax return typically runs $150–$450, monthly bookkeeping $200–$700, and a business return $500–$2,500+. Ask each firm for a written fee estimate.
- Do I need a CPA or a bookkeeper?
- A bookkeeper records day-to-day transactions and reconciles accounts; a CPA is a state-licensed accountant who can also handle complex tax planning, audits, and represent you before the IRS. Many small businesses use a bookkeeper year-round and a CPA at tax time.
- Are the ratings on this page real?
- Yes — ratings and review counts are aggregate figures from Google, attributed to Google, with a link to the firm's Google reviews. accounting8 does not host or write reviews.