Expertise.com

2024

Last updated:

Best Tax Services in Palo Alto

Our Recommended Top 5

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Palo Alto Tax Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

19Reviewed

13Curated

5Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
Palo Alto, CA
  • Business Taxes
  • Individual Tax
  • Audits
  • Consulting
  • Accounting

Why choose this provider?

Dimov Tax Specialists helps Palo Alto residents and businesses reduce liabilities and improve their compliance with regulations. It assists freelancers with income tax preparation and filing and helps taxpayers living abroad avoid double taxation. Accounting services are also available to Fortune 500 companies like Cisco, Lyft, and J. P. Morgan. The team is composed of CPAs, Enrolled Agents, and tax attorneys who can help non-residents apply for EIN and ITIN numbers. George Dimov, the firm's president, has over 15 years of accounting and consulting experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (304)
Facebook
5.0 / 5 (42)
Yelp
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

Palo Alto, CA

Why choose this provider?

Need help contacting a Tax Service in Palo Alto? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
Los Altos, CA 94022

Why choose this provider?

Smart Tax Express, Inc provides professional tax services for both companies and individuals in Los Altos, CA. They offer their services in English, Korean, and Mandarin. They handle accounting services, tax planning and preparation, sales tax assistance, business property tax services, and IRS representation. The company is proud to offer free initial consultations and strives to provide high customer satisfaction. They have agents that are licensed by the Internal Revenue Service, and they can also assist with payroll work, bookkeeping services, and tax returns for individuals, estates, trusts, partnerships, and S-Corporations. Their highly qualified team strives to provide excellent services for all of their customers.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
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Detail
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Website
San Carlos, CA 94070

Why choose this provider?

Legaspi Taxes & Accounting in San Carlos, CA serves the communities in the San Francisco Bay area. The company has over half a century of professional experience, and they offer auditing, tax preparation, accounting services, and retirement services. Their team handles corporate returns, tax planning, individual returns, and partnerships. The office can also provide payroll services, bookkeeping work, and assistance with financial business growth. The team strives to deliver exceptional services to their clients, and they are proud to offer their services in both English and Spanish. Previous customers recommend Legaspi Taxes & Accounting because they are efficient, professional, and dedicated to their customers.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Yelp
4.0 / 5 (20)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
Palo Alto, CA 94306

Why choose this provider?

McMillen and Associates in Palo Alto, CA is a company that provides professional tax services and serves the communities in the San Francisco Bay area. The company offers professional bookkeeping, tax services, and accounting services. They strive to deliver professional and excellent work for all of their clients and are committed to providing a stress-free experience. Their highly qualified team offers IRS representation, prior-year or amendments on returns, lien and levy releases, appeals and collections services, and assistance with IRS and state inquiries. The company is also proud to offer notary services, federal and state tax services, financial forecasting and projections, and reviews and compilations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    In the early spring of every year, nearly everyone has a decision to make — should you try to file your taxes on your own or hire a tax professional? There are pros and cons to each option. For example, hiring someone to do your taxes isn't free, but it will ensure that you can take advantage of everything at your disposal when filing your tax returns.


    Ultimately, the decision about whether to hire a tax professional will come down to factors such as the complexity of your tax situation and whether you'll be able to file them on your own.

  • When can I file my taxes?

    You can file your tax returns between getting access to your annual income information and Tax Day. In most years, federal Tax Day occurs on April 15, but in 2020 and 2021, tax deadlines were delayed because of COVID-19, extending the filing period. 

  • How much do you have to make to file taxes?

    State and local minimums to file taxes vary concerning where you live. The federal minimums fluctuate depending on your age, filing status, and tax year. For example, if you filed in 2020 as single and under 65 years of age, your income needed to be at least $12,200.

  • Do I have to file taxes?

    If your income over a calendar year exceeds the threshold for your age group and filing status, you must file a federal tax return for that year. State and local rules vary. For example, there are some areas that don't have income tax at all and have different rules for filing taxes.

  • What happens if you don\'t file taxes?

    If you don't file and pay your taxes by the deadline, unpaid taxes will incur interest up to 25% of the unpaid amount. This, in addition to the unpaid amount, will be what you owe the IRS. Different states treat unpaid taxes differently and penalties range from fines to jail time.

  • How do I file taxes?

    Filing taxes involves getting your annual income documents and statements and filling out a tax return, which will tell you the amount you owe for the year. You can choose to fill out your returns yourself and mail them or file online. Or, you can hire a professional to fill out and file the returns for you.

  • How do I file taxes for free?

    There are several services that offer free filing of federal tax returns. The most notable are online services, including IRS.gov and TurboTax. You can also look around for community organizations that offer tax filing for free as a service for community members, including the local library.