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Accountants and CPAs in Palo Alto, CA.

25 firms, compared.

Every dot is a firm. None vetted yet.

No vetted firm in Palo Alto yet

Vetted firms that work remotely can take Palo Alto clients. Or browse all 25 local firms below.

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Palo Alto accounting at a glance

64%

of Palo Alto firms are one person.
16 solo · 5 small · 4 mid-size or larger

15

are CPA firms. 5 more are enrolled agents.
The other 5 have no CPA or EA on the IRS register.

8

mention tax planning on their website.
7 tax prep · 1 IRS help · 1 entity setup

Counts from public records and firm websites.

Palo Alto, CA has 25 firms. That’s a long list. Answer a couple of things, skip anything you like, and we’ll narrow it to the ones worth your time.

1Is this for you personally, or for a business?

2What do you actually need help with?

Pick as many as you like

3What kind of business are you?

4Does any of this apply to you?

Show the 25 that fit

✓ Vetted, working nationallyWhat our “Vetted” badge means. The "Vetted" designation means our editors have reviewed the firm’s publicly available information and reviews. Please note: some "Vetted" firms may be past or current clients of our company. This badge is not financial advice or an endorsement. We do not verify state licenses, credentials, or conduct background checks. You are strictly required to conduct your own extensive independent research to validate any professional before engaging their services.

No firm in Palo Alto has been vetted yet. These two have, and they take clients anywhere. Everyone below is in Palo Alto and has not been vetted.

Affinity Accounting

Marketing and creative agencies

U-Nique Accounting

Breweries and craft beverage · Restaurants and bars

25 firms matchof 25 in Palo Alto, CA

1

Apercen Partners

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Large · CPA · Attorney · EA

Go to website Google reviews ↗

2

Rosewood Family Advisors, LLP

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Medium · CPA · Attorney · EA

Go to website Google reviews ↗

3

Frank Rimerman & Co

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.Tax planning

Palo Alto, CA · Large · CPA · Attorney

Go to website Google reviews ↗

4

Bayshore Tax & Consulting

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.TaxesTax planningIRS help

Palo Alto, CA · Medium · CPA · EA

Go to website Google reviews ↗

5

Andrikopoulos Chiochios Accountants LLP

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Small · CPA · EA

Go to website Google reviews ↗

6

George J. Laning CPA, PC

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.TaxesTax planningSetup

Palo Alto, CA · Small · CPA · EA

Go to website Google reviews ↗

7

Tripp & Associates

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.Tax planning

Palo Alto, CA · Small · CPA

Go to website Google reviews ↗

8

Irvin, Abrahamson & Company CPAs, Inc.

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.Tax planningTaxes

Palo Alto, CA · Small · CPA

Go to website Google reviews ↗

9

Adele Gershater CPA PC

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Solo · CPA

Go to website Google reviews ↗

10

Daniel R. Bettelon, CPA

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.Taxes

Palo Alto, CA · Solo · CPA

Go to website Google reviews ↗

11

Equitybee Inc

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Solo · CPA

Go to website Google reviews ↗

12

H&R Block

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Solo

Go to website Google reviews ↗

13

Karen Brosi, EA, CFP, a Ltd Liability Co

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Solo · EA

Go to website Google reviews ↗

14

King Asset Managent

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Solo · CPA

Go to website Google reviews ↗

15

Morton & Associates, Inc.

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Solo · CPA

Go to website Google reviews ↗

16

Palo Alto Wealth Advisors

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Solo · EA

Go to website Google reviews ↗

17

RADIANT Tax Services, LLC

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Solo · EA

Go to website Google reviews ↗

18

Reliable Accounting and Tax Services

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.BooksTaxesTax planningQuickBooks

Palo Alto, CA · Solo

Go to website Google reviews ↗

19

Robert P. McMillen & Associates

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Solo · EA

Go to website Google reviews ↗

20

Sutter Hill Ventures

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Solo · CPA

Go to website Google reviews ↗

21

Wilson Sonsini Goodrich Rosati, Professional Corporation

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Solo · CPA

Go to website Google reviews ↗

22

ZipperTax, Inc.

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.TaxesTax planning

Palo Alto, CA · Solo · EA

Go to website Google reviews ↗

23

Dragon Tax & Managment

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.Tax planningTaxes

Palo Alto, CA · Small

Go to website Google reviews ↗

24

Meritech Capital Partners

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Solo

Go to website Google reviews ↗

25

Tesla Inc

Public recordAbout this listing. This profile was generated from publicly available records. Please note: while some listed firms may be past or current clients of our company, this listing does not constitute an endorsement or a guarantee of quality. We do not verify credentials, licenses, or disciplinary records. You are strictly required to conduct independent research and due diligence before engaging their services.

Palo Alto, CA · Solo

Go to website Google reviews ↗

What firms do and who they serve comes from reading each firm’s own website. Non-vetted listings come from public records; only firms marked Vetted have been reviewed by our editors. The badge is not an endorsement, so check credentials and licensure yourself before hiring.

Quick answers

How many accountants are in Palo Alto?

25 accounting firms list a business address in Palo Alto, CA. 15 are CPA firms and 5 are enrolled agents.

Is there a vetted accountant in Palo Alto?

Not yet. Vetted firms that work remotely can take Palo Alto clients. If you run a Palo Alto firm, get vetted.

What’s the difference between a CPA, an EA and a bookkeeper?

A CPA is state-licensed and can sign audits. An enrolled agent is federally licensed to represent you before the IRS. A bookkeeper keeps the records current and usually holds no license. Read the full breakdown →

How do I choose an accountant in Palo Alto?

Start with what you need: a return, the books, or year-round planning. Then ask who they turn away and who picks up in August. The Real Cost of Picking the Wrong Accountant →

Nearby

San Francisco 232 Walnut Creek 82 Oakland 80 San Mateo 56 Pleasanton 55 Fremont 44 San Rafael 41 Santa Clara 41 Campbell 39 San Ramon 39 Concord 30 Redwood City 30

Listings are compiled from public records, including the IRS directory of credentialed return preparers. We have not reviewed these firms and they cannot edit or remove their listing. Vetted firms are the ones our editors have reviewed.

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