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; use the service links above to narrow the list.
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By service in Palo Alto
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.
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USAIndiaCFO✓ Verified
CPA FirmPalo Alto, CA
CPA Firm in Palo Alto, California offering tax planning, and advisory. Rated 5.0★ across 61 Google reviews.
MT
Tax PreparationPalo Alto, CA
Tax Preparation in Palo Alto, California offering tax preparation. Rated 5.0★ across 34 Google reviews.
BF
CPA FirmPalo Alto, CA
CPA Firm in Palo Alto, California offering bookkeeping, and tax preparation. Rated 5.0★ across 15 Google reviews.
CT
Capital Tax✓ Verified
CPA FirmPalo Alto, CA
CPA Firm in Palo Alto, California offering bookkeeping. Rated 5.0★ across 10 Google reviews.
PC
Prosperity Capital Advisors - Palo Alto✓ Verified
Tax PreparationPalo Alto, CA
Tax Preparation in Palo Alto, California offering financial planning, and advisory. Rated 5.0★ across 8 Google reviews.
PT
Tax PreparationPalo Alto, CA
Tax Preparation in Palo Alto, California offering tax planning, and advisory. Rated 5.0★ across 7 Google reviews.
AP
Tax PreparationPalo Alto, CA
Tax Preparation in Palo Alto, California offering tax planning, and advisory.
KC
CPA FirmPalo Alto, CA
CPA Firm in Palo Alto, California offering accounting & tax.
GJ
CPA FirmPalo Alto, CA
CPA Firm in Palo Alto, California offering bookkeeping, tax preparation, and tax planning. Rated 4.6★ across 8 Google reviews.
FR
CPA FirmPalo Alto, CA
CPA Firm in Palo Alto, California offering accounting & tax.
BA
Block Advisors✓ Verified
CPA FirmPalo Alto, CA
CPA Firm in Palo Alto, California offering bookkeeping, and tax preparation. Rated 4.2★ across 58 Google reviews.
JM
J.P. Morgan✓ Verified
Financial PlanningPalo Alto, CA
Financial Planning in Palo Alto, California offering financial planning. Rated 4.0★ across 9 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningPalo Alto, CA
Financial Planning in Palo Alto, California offering financial planning, and advisory. Rated 3.7★ across 52 Google reviews.
FI
Fidelity Investments✓ Verified
Financial PlanningPalo Alto, CA
Financial Planning in Palo Alto, California offering financial planning. Rated 3.7★ across 16 Google reviews.
BT
BookkeepingPalo Alto, CA
Bookkeeping in Palo Alto, California offering bookkeeping, tax preparation, and tax planning. Rated 3.2★ across 5 Google reviews.
BB
BMO Bank N.A Branches✓ Verified
Financial PlanningPalo Alto, CA
Financial Planning in Palo Alto, California offering advisory. Rated 3.0★ across 27 Google reviews.
HB
CPA FirmPalo Alto, CA
CPA Firm in Palo Alto, California offering accounting & tax. Rated 3.0★ across 8 Google reviews.
ML
Merrill Lynch Wealth Management✓ Verified
Financial PlanningPalo Alto, CA
Financial Planning in Palo Alto, California offering financial planning. Rated 3.0★ across 5 Google reviews.
BO
Bank of America Financial Center✓ Verified
Financial PlanningPalo Alto, CA
Financial Planning in Palo Alto, California offering financial planning, and advisory. Rated 2.8★ across 32 Google reviews.
IA
AccountantPalo Alto, CA
Accountant in Palo Alto, California offering accounting.
Top accounting firms in Palo Alto
| # | Firm | Service | Rating | Reviews |
|---|---|---|---|---|
| 1 | USAIndiaCFO✓ | CPA Firm | ★ 5.0 | 61 |
| 2 | My Tax and Mortgage✓ | Tax Preparation | ★ 5.0 | 34 |
| 3 | Bains Financial Services | CPA | Tax & Accounting✓ | CPA Firm | ★ 5.0 | 15 |
| 4 | Capital Tax✓ | CPA Firm | ★ 5.0 | 10 |
| 5 | Prosperity Capital Advisors - Palo Alto✓ | Tax Preparation | ★ 5.0 | 8 |
More firms in Palo Alto
- Jack Mao, EA - Tax Services - Palo AltoTax Preparation★ 5.0 (4)+1650-200-0105Website ↗
- Bay TaxTax Preparation★ 5.0 (2)+1650-374-7900Website ↗
- Merrill Lynch Financial Advisor Russell BlockhusFinancial Planning★ 5.0 (2)+1650-473-7867Website ↗
- Accounting Technology SolutionsAccountant★ 5.0 (1)+1650-521-1779Website ↗
- Cornerstone Capital, IncFinancial Planning★ 5.0 (1)+1650-566-9650Website ↗
- David T. Lee - BancWest Investment Services Wealth Financial AdvisorFinancial Planning★ 5.0 (1)+1650-269-0476Website ↗
- EllerraAccountant★ 5.0 (1)+1650-798-5028Website ↗
- Forensic Accounting CorpCPA Firm★ 5.0 (1)+1650-285-1194Website ↗
- Holland David CPACPA Firm★ 5.0 (1)+1650-326-9100
- Maya Advisors, IncFinancial Planning★ 5.0 (1)+1650-704-3074Website ↗
- Merrill Lynch Financial Advisor Amar SinghFinancial Planning★ 5.0 (1)+1650-473-7839Website ↗
- Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial AdvisorFinancial Planning★ 5.0 (1)+1650-334-6104Website ↗
- Palo Alto, CA Branch Office - UBS Financial Services Inc.Financial Planning★ 5.0 (1)+1650-496-7400Website ↗
- Phases Financial GroupFinancial Planning★ 5.0 (1)+1650-313-2740Website ↗
- RMJR Tax and AccountingCPA Firm★ 5.0 (1)+1650-966-7997Website ↗
- Robert Mc Millan & AssociatesTax Preparation★ 5.0 (1)+1650-327-2696
- Thriving Asset ManagementFinancial Planning★ 5.0 (1)+1650-643-1460Website ↗
- WhiteSpace Financial, LLCFinancial Planning★ 5.0 (1)+1650-777-7588Website ↗
- Sand Hill Global AdvisorsFinancial Planning★ 4.0 (2)+1650-854-9150Website ↗
- Tax and Financial Services - Palo AltoBookkeeping★ 3.7 (3)+1650-600-1829
- Advantum Tax and Accounting ServicesBookkeeping★ 3.5 (4)+1650-451-9200Website ↗
- Altamont Capital PartnersFinancial Planning★ 3.0 (2)+1650-264-7750Website ↗
- Harris MyCFOFinancial Planning★ 3.0 (2)+1650-210-5000Website ↗
- TIAA Financial ServicesFinancial Planning★ 3.0 (1)+1866-842-2906Website ↗
- Merrill Lynch Financial Advisor Edward HoganFinancial Planning★ 1.0 (3)+1650-473-7810Website ↗
- American Tax ProfessionalsTax Preparation★ 1.0 (1)+1510-791-8962Website ↗
- Raymond JamesFinancial Planning★ 1.0 (1)+1650-566-8301Website ↗
- Robert W Baird & CoFinancial Planning★ 1.0 (1)+1650-858-6803Website ↗
- Adele Gershater CPA PCCPA Firm+1 650-245-7952Website ↗
- Asya Marder CPACPA Firm+1 323-850-1200
- Cecilia T. Wong, CPACPA Firm+1 650-776-1314
- Daniel R. Bettelon, CPACPA Firm+1 650-424-8405Website ↗
- David D. McCormick, CPACPA Firm+1 650-856-6118
- Equitybee IncTax Preparation+1 650-847-1149Website ↗
- Frank Rimerman and CoTax Preparation+1 816-289-0669
- Jeffrey Qian CPACPA Firm+1 510-821-1633
- Jerome B. Spector, CPA, PFSCPA Firm+1 650-906-2592
- Karuna AdvisorsTax Preparation+1 650-248-1335
- Ky & Associates INCTax Preparation+1 408-609-3119
- Laarni Von Ruden, CPACPA Firm+1 650-814-0446
- Morton & Associates, Inc.Tax Preparation+1 650-323-6665Website ↗
- Rosewood Family Adviosrs LLPTax Preparation+1 650-313-2014Website ↗
- Rosewood Family AdvisorsTax Preparation+1 650-313-2017Website ↗
- Rosewood Family Advisors, LLPTax Preparation+1 650-210-5118Website ↗
- Shalini Saidha, CPACPA Firm+1 650-303-6004
- Shirley Tay & CompanyTax Preparation+1 650-600-3652
- Sutter Hill Management CompanyTax Preparation+1 650-493-5600
- Tripp & AssociatesTax Preparation+1 650-329-0520Website ↗
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.