George J. Laning CPA
“He is very knowledgable, quick to reply, and went above and beyond in getting some last minute requests in.”
Best Tax Preparation Services in Palo Alto, CA
15 companies listed · 6 in Palo Alto · 2 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Alison Wealth Management
“They have set me and my family up with an excellent plan and are incredibly diligent in their work.”
Robert Mc Millan & Associates
“Robert is so knowledgable, honest and ethical but he is so relaxed, easygoing and most important, he is very caring and genuine.”
Bettelon Parrish & Associates
American Tax Professionals
Theresa's Tax Services
The 15 companies listed for Palo Alto, CA prepare and file tax returns for individuals and small businesses. What each says about its services and credentials comes from its own website; ratings and quotes come from public reviews.
Area overview: Palo Alto, CA
Of the 15 companies we list here, 6 are in Palo Alto itself and 9 come from towns including Santa Clara (3, 10 mi), San Jose (3, 18 mi) and East Palo Alto (1, 5 mi). 12 of the companies on this page have a rating, from 4.5 to 5.0 across 455 reviews; 3 have 50 or more reviews. The topics that come up most in reviews of the companies on this page are "knowledge" and "patient". 2 are open on Saturdays and 1 on Sundays. The services the companies on this page list most often on their websites are business services (3), services for individuals (2) and tax services (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. Domain records put 8 websites of the companies on this page at ten or more years old; the oldest dates from 2000. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for 14 of the companies on this page; 12 publish a contact page; 11 list a public email and 3 take bookings online. We count these figures across the companies on this page; distances are straight-line, and hours and prices change, so confirm the details with the company before you book a consultation.
Do any tax preparers listed for Palo Alto offer a free first consultation?
3 of the 15 companies on this page state that a first consultation is free. In practice it buys a conversation about your situation and a quote for the return, not advice you can act on. Bring last year's return so the quote means something.
Jack Mao, EA - Tax Services
Bhuiyan & Associates, CPA
“Very professional and vast knowledge of tax laws.”
Alpha B Group Tax and Bookkeeping Services
“All the associates I have worked with are very professional, patient, understanding and take the time to explain your questions and concerns.”
SNP Tax & Financials
“They answer all my questions related to the taxes even if it is mid year.”
Kpgcpa Financial Services
“I got excellent Retirement Tax Planning advice from Koshy George and have been his client for several years.”
Martinez & Walker
“The service was extremely friendly and helpful, and the people at Martinez and Walker really know what they are doing.”
Accountyfy
“We have been working with Fay and her team for over 4 years now, the whole process is simple, communication is great all year log and I feel like my information is safe when using their online resources.”
Book onlineBook
Tax Armour
“Really feel like Jesus is looking out for me.”
Koehler David R CPA
Why these companies made our list
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