Best Accounting & Tax in Palo Alto, California

    Areas served: Palo Alto, CA and surrounding Santa Clara County

    22 local businessesRanked by Lantern Score — a measure of reputation and business quality. We don't accept payment for placement.
    Updated April 16, 2026

    Palo Alto's accounting and tax landscape reflects the city's position as a global technology hub, with many firms specializing in startup equity compensation, venture-backed company audits, and stock option tax strategies. The concentration of high-net-worth individuals and pre-IPO employees creates demand for sophisticated tax planning services addressing alternative minimum tax, qualified small business stock, and multi-state filing requirements. Local CPAs frequently work alongside attorneys and financial advisors to navigate complex scenarios involving RSUs, ISOs, and 83(b) elections that are common among Silicon Valley professionals.

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    85
    Lantern
    Score
    Sunnyvale, CA · 8 mi from Palo Alto
    Serves Sunnyvale, CA and greater Bay Area
    ★★★★★5.0(114 Google reviews)

    FinloTax is a comprehensive tax and accounting firm specializing in serving California startups, small businesses, and individuals. They offer integrated services including bookkeeping, tax preparation and planning, CFO services, payroll management, company incorporation, and compliance services (including international tax requirements like FBAR and FATCA). With 15+ years of experience and a team of enrolled agents and tax specialists, FinloTax handles everything from monthly financial reconciliation to strategic tax optimization, R&D tax credits, and entity structuring—allowing founders and business owners to focus on growth while maintaining financial compliance and minimizing tax liability.

    Best for: Personal Tax FilingSmall BusinessesRemote ClientsYear-Round Support
    Ideal clients: Tech startup founders, small business owners, self-employed individuals, entrepreneurs seeking tax optimization, businesses with payroll compliance needs
    What sets them apart
    • Combines bookkeeping, tax filing, CFO services, and company incorporation in one integrated platform, eliminating the need for multiple vendors and simplifying financial management for early-stage businesses.
    • Hosts weekly live 30-minute strategy sessions teaching individuals and entrepreneurs how to legally minimize taxes, optimize deductions, and maximize cash flow through actionable guidance.
    • Offers niche services like R&D tax credits, ITIN applications, international compliance (FBAR/FATCA), and entity structuring—services most general accountants don't provide.
    Tax PlanningStartup AccountingBookkeepingCFO ServicesPayroll Management
    Phone(408) 822-9406
    FinloTax | Tax Planning, Bookkeeping & CFO
    Updated 4/16/26Learn More →
    83
    Lantern
    Score
    South San Francisco, CA · 24 mi from Palo Alto
    Serves San Francisco Bay Area and nationwide (fully remote)
    ★★★★★5.0(49 Google reviews)

    Bing Luo CPA is a fully remote accounting firm based in the San Francisco Bay Area serving clients nationwide. Founded by CPA Bing Luo, the firm specializes in personal and business tax preparation, bookkeeping, accounting, and financial consulting for small businesses and individuals. With fluency in English, Mandarin, and Cantonese, the firm offers personalized tax planning, growth-oriented advisory support, and strategic guidance to help clients make informed financial decisions.

    Best for: Personal Tax FilingSmall BusinessesRemote Clients
    Ideal clients: Small business owners, self-employed individuals, non-English speaking professionals, clients seeking personalized tax planning and accounting services
    What sets them apart
    • Offers services in English, Mandarin, and Cantonese to serve diverse Bay Area clientele.
    • Operates entirely remotely, allowing the firm to serve clients nationwide without geographic limitations.
    • Goes beyond tax filing to provide strategic consulting and growth-oriented financial guidance tailored to individual and business needs.
    CPATax PreparationBookkeepingBusiness AccountingRemote Services
    Phone(628) 294-6377
    Bing Luo CPA
    Updated 4/16/26Learn More →
    83
    Lantern
    Score
    San Carlos, CA · 10 mi from Palo Alto
    Serves San Carlos, CA and surrounding Peninsula communities
    ★★★★★4.9(146 Google reviews)

    Liberty Tax is a full-service tax preparation firm offering personal and business tax services at their San Carlos location on El Camino Real. They provide comprehensive tax filing, planning, and representation services for individuals and small businesses. With convenient evening hours and both in-person and appointment-based service, Liberty Tax helps clients navigate federal and state tax requirements.

    Best for: Personal Tax Filing
    Ideal clients: Individual filers, Small business owners, Self-employed professionals, Busy working professionals
    What sets them apart
    • Open until 7 PM, making tax services accessible for working professionals and business owners with busy schedules.
    • Handles both individual tax preparation and business tax needs, providing comprehensive solutions for sole proprietors and small business owners.
    Tax PreparationBusiness TaxesPersonal TaxesTax FilingSan Carlos
    Phone(650) 597-6247
    Liberty Tax - El Camino Real
    Updated 4/16/26Learn More →
    83
    Lantern
    Score
    Menlo Park, CA · 6 mi from Palo Alto
    Serves Menlo Park, Silicon Valley, and surrounding Bay Area communities
    ★★★★★5.0(36 Google reviews)

    America Express Income Tax is an independent accounting and tax preparation firm serving the Menlo Park and Silicon Valley area. They specialize in individual income tax preparation, business tax services, and financial consulting for small business owners and professionals. With a focus on personalized service and expertise in navigating complex tax situations, they help clients maximize deductions and ensure compliance with federal and state tax requirements.

    Best for: Personal Tax FilingIRS Issues
    Ideal clients: Small business owners, self-employed professionals, freelancers, Silicon Valley employees with complex income situations
    What sets them apart
    • Offers comprehensive tax preparation for both individual and business clients, with specialized knowledge in complex tax situations common to Silicon Valley professionals and entrepreneurs.
    • Takes a consultative approach to help clients understand their tax situation and identify strategies to minimize tax liability while ensuring full compliance.
    Tax PreparationAccounting ServicesBusiness TaxesIRS Representation
    Phone(408) 410-2804
    America Express Income Tax
    Updated 4/16/26Learn More →
    82
    Lantern
    Score
    Newark, CA · 12 mi from Palo Alto
    Serves Newark, CA and greater Bay Area including Fremont, Union City, Hayward, and Milpitas
    ★★★★★4.9(58 Google reviews)

    Vik Randhawa, CPA is a full-service CPA firm in Newark, California, specializing in tax preparation, bookkeeping, financial planning, and accounting services for individuals, business owners, and executives across the Bay Area. The firm handles individual and business tax returns, QuickBooks setup and management, IRS representation, and strategic financial advisory to help clients optimize deductions, improve cash flow, and achieve long-term financial goals. Known for personalized attention, clear communication, and practical expertise, Vik Randhawa, CPA combines professional knowledge with responsive service to support both personal and business financial needs.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote Clients
    Ideal clients: Small business owners, self-employed professionals, executives, individuals with complex tax situations, property sellers
    What sets them apart
    • Offers professional tax problem resolution and IRS audit representation, providing expert guidance for clients facing tax complications or disputes.
    • Provides comprehensive QuickBooks setup, management, and optimization for small to mid-sized business owners seeking efficient accounting software solutions.
    • Takes time to understand each client's unique financial goals and challenges, delivering tailored strategies for tax optimization, cash flow improvement, and long-term growth.
    CPA FirmTax PreparationBookkeepingFinancial PlanningBay Area
    Phone(510) 573-7638
    Vik Randhawa, CPA
    Updated 4/15/26Learn More →
    81
    Lantern
    Score
    San Mateo, CA · 15 mi from Palo Alto
    Serves San Mateo, Peninsula, and East Bay
    ★★★★★4.8(109 Google reviews)

    Elliott Tax Service is a local San Mateo accounting firm serving the Peninsula and East Bay for 18 years. They specialize in individual and business income tax preparation with a money-back guarantee, offering comprehensive services including bookkeeping, payroll, sales tax, and estimated tax planning. Every tax preparer is thoroughly trained in state and federal tax laws, and they work to maximize deductions and refunds for both individuals and small business owners.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Individual tax filers, Small business owners, Self-employed professionals, Corporations seeking tax planning
    What sets them apart
    • Long-established Peninsula and East Bay firm with deep community roots and extensive knowledge of regional tax situations.
    • Confident in their tax preparation accuracy with a money-back guarantee on returns.
    • Beyond tax prep, they offer bookkeeping, payroll, sales tax, and business accounting for small businesses and corporations.
    Tax PreparationAccounting ServicesBookkeepingPayrollLocal CPA
    Phone(650) 342-6082
    Elliott Tax Service Inc.
    Updated 4/16/26Learn More →
    81
    Lantern
    Score
    Campbell, CA · 14 mi from Palo Alto
    Serves San Jose, Campbell, CA and surrounding Silicon Valley communities
    ★★★★★4.8(88 Google reviews)

    Paramount Tax & Accounting Silicon Valley Central is a licensed tax and accounting firm in Campbell, CA serving individuals and businesses throughout the San Jose area. They offer comprehensive personal tax preparation, business tax services, bookkeeping, payroll processing, and accounting support for sole proprietors, partnerships, LLCs, and corporations. The firm specializes in maximizing deductions and credits while ensuring compliance, and includes tax audit defense protection through their Protection Plus partnership.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesRemote ClientsYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization, businesses needing ongoing bookkeeping and payroll support
    What sets them apart
    • Their team consists of licensed tax professionals, not just tax preparers, providing higher expertise and personalized attention to each client's unique circumstances.
    • Beyond tax prep, they offer full accounting, bookkeeping, payroll processing, and incorporation services for businesses of all structures and sizes.
    • Partnership with Protection Plus provides clients with $1,000,000 tax audit defense coverage and dedicated audit defense department support.
    Tax PreparationBusiness AccountingPayroll ServicesTax Audit DefenseCampbell
    Phone(408) 558-9000
    Paramount Tax & Accounting Silicon Valley Central
    Updated 4/15/26Learn More →
    80
    Lantern
    Score
    San Jose, CA · 11 mi from Palo Alto
    Serves San Jose, CA and surrounding Bay Area
    ★★★★★4.8(50 Google reviews)

    Julia Brown, CPA is a certified public accounting firm in San Jose specializing in tax preparation, bookkeeping, payroll, and business services for individuals and small businesses. Led by Julia Brown, a CPA with expertise in complex areas like stock options, rental properties, expat taxes, and IRS representation, the firm offers personalized service with guaranteed 24-hour response times. They provide a comprehensive range of services including business entity setup/conversion, tax planning, nonprofit returns, and representation before government agencies, with bilingual capabilities (English, Mandarin, Cantonese, and Hakka).

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, stock option holders, rental property investors, U.S. expats, nonprofit organizations, and individuals seeking personalized tax planning
    What sets them apart
    • Offers specialized services including stock options (ESPP, ISO, RSU), expat tax filing, rental property accounting with 1031 exchanges, and nonprofit tax returns—areas many general CPAs don't handle.
    • Commits to responding to all client correspondence within 24 hours and assigns a dedicated accountant per client, avoiding the common issue of dealing with different people at larger firms.
    • Serves clients in English, Mandarin, Cantonese, and Hakka, making the firm particularly valuable for international clients, expats, and non-English-speaking business owners in the Bay Area.
    CPA ServicesTax PreparationSmall Business AccountingPayroll ServicesIRS Representation
    Phone(408) 806-5966
    Julia Brown CPA
    Updated 4/15/26Learn More →
    80
    Lantern
    Score
    Fremont, CA · 14 mi from Palo Alto
    Serves Fremont and surrounding Bay Area communities
    ★★★★★4.7(208 Google reviews)

    Khob Tax Services Inc is a full-service accounting and tax preparation firm located in Fremont, specializing in individual and business tax services. They provide comprehensive tax planning, preparation, and filing services for individuals, small businesses, and entrepreneurs, helping clients navigate complex tax situations and maximize deductions. With expertise in both personal and business accounting, Khob Tax Services delivers personalized attention and strategic guidance to minimize tax liability.

    Best for: Personal Tax Filing
    Ideal clients: Individual tax filers, Small business owners, Self-employed professionals, Entrepreneurs
    What sets them apart
    • Handles both personal tax returns and complex business tax situations, offering comprehensive solutions for diverse client needs.
    • Goes beyond basic preparation to provide proactive tax planning strategies that help clients reduce their overall tax burden year-round.
    • Delivers one-on-one attention to understand each client's unique financial situation and provide customized recommendations.
    Tax PreparationAccounting ServicesBusiness TaxCPA ServicesTax Planning
    Phone(510) 742-1419
    Khob Tax Services Inc
    Updated 4/16/26Learn More →
    80
    Lantern
    Score
    Sunnyvale, CA · 6 mi from Palo Alto
    Serves Sunnyvale, San Jose, Mountain View, Cupertino, and surrounding Silicon Valley communities
    ★★★★★4.8(35 Google reviews)

    Keystone Tax LLC, founded by Enrolled Agent Ellen Domorad, provides comprehensive tax preparation, accounting, and consulting services for both individuals and businesses in the San Francisco Bay Area. Their services include tax preparation and planning, IRS audit representation and resolution, small business accounting and bookkeeping, payroll processing, QuickBooks setup, new business formation, and succession planning. They specialize in helping business owners and individuals navigate complex tax situations and optimize their tax strategies.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, businesses needing bookkeeping and payroll support
    What sets them apart
    • Founded and led by Ellen Domorad, an Enrolled Agent with expertise in complex tax situations and IRS representation.
    • Offers end-to-end accounting services including tax prep, bookkeeping, payroll, QuickBooks setup, new business formation, and succession planning—not just tax filing.
    • Specializes in resolving tax problems including audits, back taxes, liens, levies, penalty abatement, and payment plans.
    Tax PreparationIRS RepresentationBusiness AccountingPayroll ServicesTax Planning
    Phone(408) 412-3373
    Keystone Tax LLC. Tax Consultant - Tax Preparation, Resolution, Planning Services in California
    Updated 4/16/26Learn More →
    80
    Lantern
    Score
    Santa Clara, CA · 10 mi from Palo Alto
    Serves Silicon Valley, Santa Clara, CA and surrounding areas
    ★★★★★4.7(87 Google reviews)

    Bhuiyan & Associates, CPA is a full-service certified public accounting firm serving Silicon Valley's high-tech companies, small businesses, and non-profit organizations. Led by CPAs with deep expertise in complex tax environments, they provide comprehensive accounting, bookkeeping, tax preparation, and financial planning services for both individuals and businesses. Their services span entity accounting, tax strategy, payroll processing, real estate taxation, stock options planning, and business succession planning.

    Best for: Personal Tax FilingSmall BusinessesYear-Round Support
    Ideal clients: Tech workers with stock options, small business owners, real estate investors, non-profit organizations, self-employed professionals
    What sets them apart
    • Specialized knowledge in stock options, employee equity planning, and tax optimization for technology professionals and startups.
    • Handle everything from day-to-day bookkeeping and internal controls to business succession planning, cost segregation studies, and non-profit compliance.
    • Serve individuals, small businesses, non-profits, and real estate investors with tailored tax and accounting strategies.
    CPA CertifiedTax PlanningSmall Business AccountingNon-Profit ServicesReal Estate Tax
    Phone(408) 727-5001
    Bhuiyan & Associates, CPA
    Updated 4/15/26Learn More →
    79
    Lantern
    Score
    Palo Alto, CA
    Serves San Francisco Bay Area, serving clients 100% virtually
    ★★★★★5.0(15 Google reviews)

    Bains Financial Services is a Palo Alto-based CPA firm specializing in tax preparation, strategic tax planning, and expert bookkeeping for individuals, small businesses, franchises, real estate investors, and high-net-worth clients. Founded on generations of accounting expertise, they combine personalized tax advice with modern technology and streamlined operations to deliver accurate, timely results. Their approach emphasizes proactive tax strategy to minimize liabilities, maintain compliance, and support long-term financial goals across diverse industries.

    Best for: Personal Tax FilingSmall BusinessesRemote ClientsYear-Round Support
    Ideal clients: Small business owners, franchise owners, high-net-worth individuals, real estate investors, S-Corp and LLC conversions
    What sets them apart
    • Bains serves franchise owners, real estate investors, and high-net-worth individuals with tailored strategies, not just general tax preparation.
    • Their modern software and 100% virtual model deliver accurate accounting with convenient access—no in-person meetings required.
    • Streamlined operations enable faster turnaround on bookkeeping and tax reporting compared to industry standards, while maintaining quality.
    CPA ServicesTax PlanningBookkeepingSmall BusinessVirtual Accounting
    Phone(650) 212-6370
    Bains Financial Services | CPA | Tax & Accounting
    Updated 4/16/26Learn More →
    78
    Lantern
    Score
    Fremont, CA · 14 mi from Palo Alto
    Serves Fremont and surrounding East Bay communities
    ★★★★★4.6(193 Google reviews)

    Sanjiv Gupta CPA is an independent accounting firm in Fremont specializing in comprehensive tax preparation, bookkeeping, and financial planning for individuals and businesses. Led by a CPA with extensive experience, the firm provides personalized tax strategies, IRS audit representation, and ongoing bookkeeping services to help clients minimize tax liability and maintain accurate financial records. They serve both personal and business clients with attention to detail and proactive tax planning.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business startups needing accounting foundation
    What sets them apart
    • Led by a licensed CPA with comprehensive expertise in tax law, IRS regulations, and financial strategy for complex individual and business situations.
    • Handles everything from annual tax preparation and bookkeeping to IRS audit representation and proactive tax planning to minimize client liability.
    • Takes time to understand each client's unique financial situation and provides tailored solutions rather than one-size-fits-all advice.
    CPA CertifiedTax PreparationBookkeepingBusiness Accounting
    Phone(510) 825-7563
    Sanjiv Gupta CPA - Paseo Padre Pkwy
    Updated 4/16/26Learn More →
    78
    Lantern
    Score
    San Bruno, CA · 23 mi from Palo Alto
    Serves San Francisco Bay Area, including San Bruno and surrounding communities
    ★★★★★4.8(20 Google reviews)

    JB Bookkeeping & Taxes is an independent accounting firm in San Bruno specializing in bookkeeping, tax preparation, and financial consulting for small businesses and individuals. Owner Jasmine brings personalized service and attention to detail, helping clients navigate tax compliance and maintain organized financial records. They serve the San Francisco Bay Area with a focus on making accounting accessible and stress-free.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals seeking personalized tax preparation, businesses needing ongoing bookkeeping support
    What sets them apart
    • Jasmine provides hands-on service rather than automated solutions, ensuring your specific tax and bookkeeping needs are understood and addressed.
    • Offers both bookkeeping and tax preparation under one roof, simplifying your accounting needs and creating better continuity throughout the year.
    • Makes accounting approachable for business owners and individuals who may find the process overwhelming or complex.
    BookkeepingTax PreparationSmall Business AccountingIndividual Taxes
    Phone(650) 755-3727
    JB Bookkeeping & Taxes
    Updated 4/16/26Learn More →
    77
    Lantern
    Score
    San Jose, CA · 15 mi from Palo Alto
    Serves San Jose, CA and surrounding Silicon Valley communities
    ★★★★★4.6(45 Google reviews)

    Koshy P. George, CPA is an independent accounting firm in San Jose specializing in tax preparation, bookkeeping, and financial consulting for individuals and small businesses. With CPA certification and years of experience, the firm provides comprehensive tax strategy, IRS representation, and year-round financial guidance to help clients minimize tax liability and maintain organized records.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business startups
    What sets them apart
    • Licensed CPA with expertise in tax strategy and compliance for both individual and business clients.
    • Offers year-round financial guidance and proactive tax strategies, not just annual return preparation.
    • Can represent clients before the IRS for audits and dispute resolution.
    CPA ServicesTax PreparationBookkeepingSmall Business AccountingFinancial Consulting
    Phone(408) 558-3619
    Websitekpgcpa.net
    Koshy P.George; Cpa
    Updated 4/15/26Learn More →
    76
    Lantern
    Score
    Sunnyvale, CA · 9 mi from Palo Alto
    Serves Sunnyvale, CA and surrounding Silicon Valley communities
    ★★★★★4.6(34 Google reviews)

    Kifer CPA is a full-service accounting firm in Sunnyvale specializing in tax preparation, bookkeeping, and business accounting services for individuals and small to mid-size businesses. Led by experienced CPAs, they provide comprehensive tax planning, IRS representation, and ongoing financial management to help clients minimize tax liability and maintain accurate records. Their personalized approach and deep knowledge of California tax law make them a trusted choice for business owners and professionals seeking reliable accounting support.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business owners needing ongoing bookkeeping support
    What sets them apart
    • Full-service firm staffed by certified CPAs with expertise in tax strategy and compliance for both individuals and businesses.
    • Provides representation before the IRS for audits and disputes, protecting clients' interests during tax proceedings.
    • Offers ongoing bookkeeping and financial record management, not just annual tax preparation, ensuring year-round financial accuracy.
    CPA ServicesTax PreparationBookkeepingBusiness AccountingIRS Representation
    Phone(408) 739-7000
    Kifer CPA
    Updated 4/15/26Learn More →
    76
    Lantern
    Score
    Fremont, CA · 14 mi from Palo Alto
    Serves Fremont and surrounding Bay Area communities
    ★★★★★4.5(101 Google reviews)

    CL Tax & Accounting Service is a full-service accounting firm in Fremont specializing in tax preparation, bookkeeping, and financial consulting for individuals and small businesses. With over a decade of experience, they provide personalized tax strategies, IRS representation, and year-round accounting support to help clients minimize tax liability and maintain accurate financial records. Their team combines expertise in both personal and business taxation to deliver comprehensive financial solutions.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, individuals seeking tax optimization strategies, business owners needing IRS representation
    What sets them apart
    • Led by certified public accountants with deep expertise in both individual and business tax law, ensuring accurate and compliant filings.
    • Provides direct IRS audit representation and support, handling complex tax situations with professional advocacy on your behalf.
    • Goes beyond seasonal tax filing to offer ongoing bookkeeping, payroll services, and proactive tax planning throughout the year.
    Tax PreparationBookkeepingSmall Business AccountingIRS RepresentationFinancial Consulting
    Phone(510) 516-9968
    CL Tax & Accounting Service
    Updated 4/16/26Learn More →
    76
    Lantern
    Score
    San Mateo, CA · 15 mi from Palo Alto
    Serves San Mateo and surrounding Bay Area communities
    ★★★★★4.9(22 Google reviews)

    Sunshine Pro Accounting and Tax is a San Mateo-based accounting and tax firm specializing in individual and business tax preparation, bookkeeping, and financial consulting. The firm serves both small business owners and individuals, offering comprehensive tax planning, IRS representation, and year-round financial management to help clients optimize their tax strategies and maintain accurate financial records.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business owners seeking tax optimization
    What sets them apart
    • Offers comprehensive tax preparation for both personal and business returns, with expertise in tax optimization strategies for small business owners.
    • Provides audit representation and IRS communication services to protect clients' interests during tax disputes or audits.
    • Goes beyond annual tax filing with ongoing bookkeeping and financial consulting to help businesses stay organized and tax-efficient throughout the year.
    Tax PreparationAccounting ServicesSmall BusinessBookkeepingTax Planning
    Phone(650) 242-1937
    Sunshine Pro Accounting and Tax
    Updated 4/16/26Learn More →
    76
    Lantern
    Score
    Fremont, CA · 12 mi from Palo Alto
    Serves Fremont and surrounding Bay Area communities
    ★★★★★4.8(12 Google reviews)

    Raymond Young CPA is a certified public accounting firm in Fremont specializing in tax preparation and financial consulting for individuals and businesses. With expertise in tax strategy, IRS representation, and bookkeeping services, Raymond Young CPA helps clients minimize tax liability and maintain accurate financial records. The firm is known for personalized service and a deep understanding of both personal and business tax situations.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations, business owners seeking year-round tax planning
    What sets them apart
    • Raymond Young holds CPA certification, ensuring clients receive advice from a qualified accounting professional with rigorous credentials and ongoing professional standards.
    • The firm serves both personal tax clients and business owners, offering comprehensive tax planning and preparation tailored to each client's specific financial situation.
    • Raymond Young CPA can represent clients before the IRS for audits and tax disputes, providing professional advocacy during complex tax matters.
    Tax PreparationCPA ServicesBusiness AccountingIRS RepresentationFinancial Consulting
    Phone(510) 353-9575
    Websitesaves.tax
    Raymond Young CPA
    Updated 4/16/26Learn More →
    75
    Lantern
    Score
    Milpitas, CA · 14 mi from Palo Alto
    Serves Milpitas, CA and surrounding San Jose Bay Area
    ★★★★☆4.4(854 Google reviews)

    Sanjay Taxpro is an accounting firm specializing in business and personal tax preparation, led by an Indian CPA with expertise in serving diverse clientele. They offer comprehensive tax services including individual tax prep, business tax planning, bookkeeping, payroll services, and IRS representation for audits. Their practice focuses on helping small business owners, self-employed professionals, and individuals navigate complex tax situations with personalized attention.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Small business owners, self-employed professionals, Indian-American entrepreneurs, individuals with complex tax situations
    What sets them apart
    • Dedicated expertise serving Indian-American business owners and professionals with understanding of cultural business practices and cross-border tax considerations.
    • Handles individual and business tax prep, bookkeeping, payroll processing, and IRS audit representation all under one roof for streamlined service.
    • Specializes in working with self-employed professionals and small business owners who need ongoing tax planning and accounting support.
    Tax PreparationCPA ServicesBusiness AccountingIRS RepresentationBookkeeping
    Sanjay Taxpro | Business and Personal Tax Accountant | Indian CPA
    Updated 4/15/26Learn More →
    74
    Lantern
    Score
    Cupertino, CA · 8 mi from Palo Alto
    Serves Cupertino and surrounding Silicon Valley communities
    ★★★★★5.0(6 Google reviews)

    Jing Zhang CPA provides comprehensive accounting and tax services to individuals and businesses in the Cupertino area. With expertise in tax preparation, financial consulting, and business accounting, Jing Zhang helps clients navigate complex tax situations and optimize their financial strategies. This independent CPA firm delivers personalized service focused on understanding each client's unique needs.

    Best for: Personal Tax FilingSmall BusinessesIRS Issues
    Ideal clients: Small business owners, self-employed professionals, individuals with complex tax situations
    What sets them apart
    • Licensed CPA bringing credentialed expertise in tax law and accounting standards to ensure compliance and accuracy.
    • Offers more than basic tax prep—provides strategic financial guidance tailored to individual and business circumstances.
    CPA ServicesTax PreparationAccountingFinancial ConsultingBusiness Tax
    Phone(408) 640-9137
    Jing Zhang CPA
    Updated 4/16/26Learn More →
    73
    Lantern
    Score
    Cupertino, CA · 9 mi from Palo Alto
    Serves San Francisco Bay Area, including Silicon Valley and surrounding counties
    ★★★★☆4.4(30 Google reviews)

    Silicon Valley CPA Firm is an accounting and financial consulting practice serving businesses and individuals throughout the San Francisco Bay Area. Based in Cupertino, they provide comprehensive tax preparation, bookkeeping, payroll services, and IRS representation for both personal and business clients. The firm combines local expertise with personalized service to help clients navigate complex tax situations and optimize their financial strategies.

    Best for: Personal Tax FilingSmall BusinessesIRS IssuesYear-Round Support
    Ideal clients: Tech industry professionals, small business owners, self-employed entrepreneurs, individuals with complex tax situations
    What sets them apart
    • Located in the heart of Silicon Valley with deep experience serving tech industry professionals, startups, and established businesses in the region.
    • Offers individual and business tax preparation, bookkeeping, payroll processing, and IRS audit representation all under one roof.
    • Provides direct client relationships with CPAs rather than routing to large corporate firms, ensuring customized financial solutions.
    CPA ServicesTax PreparationBookkeepingBusiness AccountingFinancial Consulting
    Silicon Valley CPA Firm
    Updated 4/16/26Learn More →

    Frequently Asked Questions

    Who is the top-ranked accounting and tax firm in Palo Alto?

    FinloTax is the top-ranked accounting firm in the Palo Alto area with a Lantern Score of 84.80/100 and a perfect 5-star rating based on 114 reviews. They specialize in serving tech startup founders, small business owners, and self-employed individuals with integrated bookkeeping, tax preparation, and CFO services.

    Which firms are best for tech startup founders and entrepreneurs?

    FinloTax (Lantern Score: 84.80) and Bhuiyan & Associates, CPA (Lantern Score: 79.51) are excellent choices for tech professionals. FinloTax specializes in serving tech startup founders with tax optimization and payroll compliance, while Bhuiyan & Associates serves Silicon Valley's high-tech companies and stock option holders.

    What accounting options are available for self-employed professionals in the area?

    Multiple top-ranked firms serve self-employed professionals, including Bing Luo CPA (Lantern Score: 83.47), Liberty Tax (Lantern Score: 83.34), and America Express Income Tax (Lantern Score: 82.70). These firms offer personalized tax planning, bookkeeping, and comprehensive tax preparation services tailored to freelancers and independent contractors.

    Which firm is best for real estate investors and property sellers?

    Vik Randhawa, CPA (Lantern Score: 82.21, 4.9 stars) specializes in serving property sellers and real estate investors with comprehensive tax preparation and financial planning. Bains Financial Services (Lantern Score: 79.34), located in Palo Alto itself, also specializes in real estate investors and high-net-worth individuals.

    Are there any locally-based firms in Palo Alto?

    Bains Financial Services is a Palo Alto-based CPA firm with a Lantern Score of 79.34/100 and a perfect 5-star rating. They specialize in tax preparation, strategic tax planning, and bookkeeping for small business owners, franchise owners, and real estate investors.

    Which firms offer remote or nationwide service?

    Bing Luo CPA (Lantern Score: 83.47, 5 stars) is a fully remote accounting firm based in the San Francisco Bay Area that serves clients nationwide. They specialize in personal and business tax preparation with personalized service for small business owners and self-employed individuals.

    This directory of accounting & tax local businesses serving Palo Alto, CA is maintained by Lantern. Rankings are determined by the Lantern Score — not advertising or payment for placement. Learn how it works. Last updated April 16, 2026. To claim or update a listing, contact us.