Find a tax preparation service in Palo Alto, CA

Find Tax Preparation Services in Palo Alto, CA

Find Tax Preparation Services in Palo Alto, CA

Confirm your location to see the best tax preparation services near you.
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Find Tax Preparation Services in Palo Alto, CA

Confirm your location to see the best tax preparation services near you.
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Top 10 tax preparation services in Palo Alto, CA

Clients agree: these Palo Alto tax preparation services are highly rated for knowledge, experience, communication, and more.

Trike Financial

5.0(1)
2 hires on Thervo
9+ years in business
Serves Palo Alto, CA & Online
Trike Financial seeks to help our clients by helping streamline the accounting and bookkeeping needs by helping clients be better prepared during the year when it comes time to file your taxes. Trike Financial seeks to help clients through tax prep and tax planning services so they stay up to date with government filing requirements.

Safwat & Marston, Inc, CPAs

New on Thervo
9+ years in business
Serves Palo Alto, CA & Online
We are a One Stop Shop for all your business needs. We provide bookkeeping and payroll services to small and medium size businesses, prepare taxes for individuals and businesses, provide tax planning and we also provide business formation services. We like to work with small businesses and individuals because we know they need our expert advice and services and they can only afford a competitive price. We have been providing these services for the past three years. But collectively My partner who is a CPA and I have been working in accounting and tax services for the past 60 years. One of our first clients was a Pizza restaurant. They hired ...

Angela H. Wong, CPA

New on Thervo
21+ years in business
Serves Palo Alto, CA
Angela Wong, CPA’s expertise in the taxation field stems from nearly ten years of experience working for the Internal Revenue Service (IRS) as an IRS agent conducting tax audits of a variety of businesses and individual income tax returns. Angela takes the “prevention” approach in educating clients to use the tax laws legally to their best advantage.

Scott McReynolds, CPA & Associates

New on Thervo
16+ years in business
Serves Palo Alto, CA & Online
I want to help small business owners use big business techniques to manage and grow their business. I have extensive experience working with companies small and large to manage their books and prepare their financial reports. I enjoy helping people understand what their accounting data is telling them financially so they can efficiently and effectively grow their business.

Done Right Financial Solutions

5.0Exceptional(14)
2 hires on Thervo
6+ years in business
Serves Palo Alto, CA & Online
Peter M. says, "Linda is a great person!! I like working with her. " Read more

Accusaff Financial LLC

New on Thervo
Serves Palo Alto, CA & Online
AccuSaff Financial offers reliable, high-quality accounting, payroll, and business consulting services at competitive rates. We support startups, growing businesses, and established companies with practical financial solutions that improve clarity, compliance, and profitability. With extensive experience in financial reporting, tax planning, and day-to-day accounting operations, we provide personalized service and act as a trusted partner in your business success. We’re happy to offer a complimentary initial consultation to discuss your needs and how we can help....

AJJ Accounting & Tax Services

5.0(1)
1 hire on Thervo
7+ years in business
Serves Palo Alto, CA & Online
Zareen A. says, "Working with Allen for our personal and business taxes was an excellent experience. Allen is patient, attentive, nimble, and extremely knowledgeable. Tax season tends to be a nightmare but Allen made the process so easy for us and was so proactive about checking in and explaining everything he was doing from a bookkeeping standpoint to filing our forms on our behalf. Couldn't recommend Allen enough. So glad we found him and look forward to a continued partnership with him." Read more

Upscale Tax Professional

New on Thervo
1 hire on Thervo
8+ years in business
Serves Palo Alto, CA
Upscale Services Include: 1.) Tax planning 2.) Free consultation 3.) education on how to write off any and everything 4.) I am open all year long 5.) no lines to wait in 6.) Corona virus safe request to use my tax app 7.) As your tax professional I have a MBA in Business Administration with an option in Finance and I am truly a certified CTEC. As your tax professional I enjoy making sure companies and individuals comply with tax laws by filing their federal and state income tax returns. I also enjoy giving advice to help businesses and individuals save money in taxes....

MBS Accountancy Corporation

New on Thervo
16+ years in business
Serves Palo Alto, CA & Online
MBS is an innovative accounting firm that works with both individuals and businesses located in Fresno, California, and the surrounding areas. We offer accounting, tax preparation, tax planning, and business consulting services.

The Art Of Taxes

New on Thervo
2 hires on Thervo
12+ years in business
Serves Palo Alto, CA & Online
We are a small, family owned Tax and Accounting firm that specializes in small business tax preparation and accounting. We are on a first name basis with all of our clients, and strive to provide tailored services to all of our clients' needs. We've been in the business since 1982, with offices in Monterey, Morgan Hill and San Jose. We are now in Gilroy, but have meeting sites in San Jose and Monterey still. We also do in-home and in-office visits for tax consultation, and tax preparation....

Your Tax Preparation questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much does tax preparation cost?

Professional tax preparation costs $100 to $500 per return on average, with most individuals spending about $220. While your geographical location may impact the fees, the biggest factors affecting the cost of your tax preparation are the complexity of your tax return and the type of professional you hire. Certified public accountants (CPAs) and tax attorneys typically charge more than Enrolled Agents or non-credentialed seasonal tax professionals.

Is it worth it to pay for tax preparation?

Paying a CPA or tax preparer to do your taxes may be worth it if you have a complex return or have new items or calculations on your taxes that you are not familiar with. If you run a business, buy a house, manage multiple properties, or do anything requiring more than a simple tax return, professional tax preparation can save you time, ensure the return is done correctly, and protect you in the event of an audit or issue.

What is a tax preparer?

A tax preparer is a professional who prepares and files income tax returns for individuals or businesses. While all tax preparers have a preparer tax identification number (PTIN), they have varying levels of education and credentials. The list below includes professionals who can prepare your taxes and represent you in front of the IRS if needed for audits, appeals, or anything related to your return.

  • Enrolled Agent (EA) – An EA is certified by the IRS and can prepare taxes anywhere in the United States.
  • Certified Public Accountant (CPA) – A CPA has education and licensing through the state in which they practice. CPAs
  • Attorney – A licensed tax attorney has passed a state bar exam and earned a law degree. A tax attorney may specialize only in tax preparation or offer several services.

Non-credentialed tax preparers include seasonal tax service employees and the IRS's voluntary Annual Filing Season Program participants. These professionals have a PTIN but may not have formal education or certifications and may not be able to represent you in front of the IRS.

How do I choose the best tax preparation service near me?

When searching for a tax preparation service near you, be sure to:

  • Compare preparation fees from at least three companies that are licensed, bonded, insured, and have been in business 5+ years.
  • Search the IRS's directory for a certified public accountant (CPA) or an Accredited Tax Preparer (ATP).
  • Check their licensing status and look for disciplinary actions against them.
  • Ask for a preparer tax identification number (PTIN).
  • Confirm the tax preparer can represent you for any related audits, payments, or collection issues.
  • Check out their reviews on Thervo and Google.
  • Avoid hiring a tax preparer who bases their fee on the size of your tax refund.
  • Confirm that the tax preparer will sign your return.
  • Never sign a blank tax return.

What questions should I ask when searching for tax preparation?

Asking the right questions can help you choose the best tax preparation service for your needs:

  • Are you licensed and insured?
  • What training and credentials do you have?
  • How long have you been preparing taxes?
  • Do you have a guarantee?
  • Can you represent me in front of the IRS if needed?
  • What kinds of returns can you prepare?
  • Do you file electronically?
  • How soon will I get my refund? 
  • What do I need to bring with me to the appointment?

Reviews for Palo Alto tax preparation services

Recent success stories from people in the Palo Alto area.
Charles B.
Done Right Financial Solutions is of the utmost integral. Linda is worth it because you have a Strategist/Analyst that is in your corner at any given time. She is knowledgeable, honest, and thorough. She breaks down the terms in bite-size pieces and helps you understand every option. One can say she gives more than she gets. That's worth your hard-earned dollars and peace of mind. I would highly recommend you talk with her today and see how she can help you. She does not only do accounting and taxes, but she is a financial strategist and coach. Believe me; my financial success is due to the advice and action plans she has shared with me. Holding me accountable for what I said I wanted to accomplish is PRICELESS! As an Entrepreneur, she got my finances in order, helped me file my taxes for the past three years, and then gave me a strategy to move forward that I already see high return and benefits. She handles my personal and my business finances. I would have it no other way.
Done Right Financial Solutions
John K.
He was professional, courteous and understanding.
Calitax Services
Brandon S.
Professional, easy to use, and fast service. It was a extremely pleasant experience and the knowledge and guidance received was invaluable. It makes all the difference working with a consultant / advisor vs. “just a tax person”
First Tax Service
Pikake
Juliana has been doing my taxes for 7 years. She is very trustworthy and timely. She makes it very easy and she gets it done. She is very experienced and it is a painless process.
Compassion Tax Corporation
O N.
very innovative thorough and informative
Turner Accounting & Technology Group
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