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Best Accountants in Palo Alto, CA

Our Recommended Top 5

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



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Palo Alto, CA Rating

Why choose this provider?

Dimov Tax Specialists takes on accounting tasks in Palo Alto. It works with people and businesses dealing with back office, private equity fund, forensic, property, and non-profit accounting cases. The full-service company provides bookkeeping solutions, including transaction categorization, financial statement creation, and income or sale tax preparation. Its team uses online accounting platforms like Wave, Xero, and QuickBooks. It also resolves capital gain, expat and international taxation, and accounts payable and receivable issues. George Dimov, the firm's president, carries over a decade of industry experience.

  • Tax Planning
  • Bookkeeping & Payroll
  • Personal Tax Return
  • Individual Tax
  • Audits
  • Business Taxes
  • Consulting
  • Accounting
  • Tax Preparation
  • Business Tax Preparation

Palo Alto, CA Rating

Why choose this provider?

Need help contacting a Accountant 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.

35640 Fremont Boulevard, Fremont, CA 94536 Rating

Review Sources

5.0 (2)

Why choose this provider?

Juliana H. Wong, CPA is a certified public accountant practicing in the San Francisco Bay Area and serving a variety of clients that include individuals, families, and businesses. Primary functions include income tax preparation, IRS and state audit representation, and payroll reporting. Clients have utilized Wong for QuickBooks setup, support and training and monthly bookkeeping as well. Her financial statements work to ensure timely and accurate records. The business consulting end of Wong’s practice deals with issues like identifying categories that may be negatively affecting growth and profitability, and she also can provide budgeting analysis and cash flow strategy suggestions.

260 Sheridan Avenue, Palo Alto, CA 94306 Rating

Review Sources

5.0 (1)

Why choose this provider?

Morton & Associates Incorporated is a team of certified public accountants located in Palo Alto and serving clients in the surrounding communities of the San Francisco Bay Area. It has more than three decades of experience and reputation on which to draw, and clients utilize its services for trusts, estates, nonprofit financial management, and business planning. The Alzheimers Disease and Related Disorders Association, Menlo Park Chamber of Commerce, Silicon Valley Association of Realtors, and Poulson Construction, Inc., have offered their endorsements. Founder Jack Morton launched the business in 1980. He is a member of the American Institute of Certified Public Accountants and California Society of CPAs.

2225 East Bayshore Road, Palo Alto, CA 94303 Rating

Why choose this provider?

Diawara & Associates, CPAs, PC is a firm in Palo Alto that serves the Greater San Francisco metropolitan area. Founder/Managing Director Karifa Diawara received a BS and MS in economics and management from the University of Reims in France. He earned a Masters in Taxation from Golden Gate University and worked with Silicon Valley firms throughout the San Francisco portion before setting out on his own. He speaks seven languages, and he is a member in good standing with the California Society of Certified Public Accountants and American Institute of Certified Public Accountants. Services include wealth and tax planning, tax compliance, and bookkeeping.

Compare our Top Accountants

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax Specialists
Palo Alto, CACall for quote
Juliana H. Wong CPA
35640 Fremont Boulevard, Fremont, CA 94536
Morton & Associates Incorporated Certified Public Accountants
260 Sheridan Avenue, Palo Alto, CA 94306
Diawara & Associates, CPAs, P.C.
2225 East Bayshore Road, Palo Alto, CA 94303


  • Introduction

    Four main types of accountants are available to serve the accounting needs of individuals, large organizations, small businesses, and government agencies. These types of accounting include corporate, forensic, government, and public.

    • Corporate accountants maintain and file financial information for corporations. The focus is on keeping the corporation in legal compliance with tax laws and financial reporting requirements.
    • Forensic accountants gather and recreate financial data that isn’t readily available. These accountants might do that as part of a criminal investigation or if key financial information has been lost and needs to be recovered for legal reasons.
    • Government accountants work for government agencies, such as the IRS or a state tax department. They might also be found working in government offices in positions such as city treasurer or county auditor.
    • Public accountants are the accountants most likely to work with individuals or smaller businesses. These accountants manage financial statements, file tax returns, and record financial transactions. Preparing and filing tax returns are tasks these accountants might do for individuals. For companies, these accountants might handle payroll or bookkeeping besides preparing tax information for reporting purposes.

  • What does an accountant do?

    Accountants maintain financial records and interpret financial information. An accountant at one firm might maintain financial ledgers, while another might take on payroll management duties. Accountants can also specialize in specific areas, such as tax codes.

  • What is the difference between an accountant and a CPA?

    Accountants and CPAs handle many of the same accounting tasks. However, a CPA is an accountant who has passed a state exam to become a certified public accountant. A CPA is typically more trusted in an advisory position when in a business setting.

  • Does everyone need an accountant?

    Most individuals don’t need to hire an accountant, except for when tax season arrives. A small business owner is more likely to need an accountant than an individual because business owners have more complex record-keeping requirements.

  • What does a forensic accountant do?

    Forensic accountants use generally accepted accounting principles (GAAP) to investigate and solve financial mysteries that are typically related to uncovering or resolving suspected criminal activity, such as embezzling. These accountants may work for individuals, businesses, and government agencies.

  • What does a payroll accountant do?

    Processing payroll and employee benefits are key roles of payroll accountants. Some other duties performed by payroll accountants include using software and handling financial statements. These professionals might also analyze financial ledgers, prepare and present reports to management, and advise regarding investment opportunities.

  • Do I need an accounting major to become an accountant?

    You can work as an accountant without majoring in it. However, earning a degree and becoming a CPA offers more earning potential. According to the Bureau of Labor Statistics, certified public accountants who have received at least a bachelor’s degree earn a median annual wage of $73,560.