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Best Tax Services in Palo Alto, CA

Our Recommended Top 5

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  • Licensing
  • User Reviews
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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.



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Palo Alto, CA Rating

Review Sources

5.0 (304)
5.0 (42)
5.0 (9)

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.

  • Business Taxes
  • Individual Tax
  • Audits
  • Consulting
  • Accounting

15375 Barranca Pkwy Suite B-211, Irvine, CA 92618

Why choose this provider?

Global Gate Tax Relief and Accounting is an Irvine-based firm serving businesses and individuals in Palo Alto. The company's financial experts and tax attorneys assist clients in settling tax debts and getting a fresh start through a variety of tax relief programs such as offers in compromise, penalty abatements, and installment agreements. They represent individuals before the IRS, defending them from fraud investigations and audits. Global Gate is affiliated with both the Business Consumer Alliance and the National Association of Tax Professionals.

San Carlos, CA 94070 Rating

Review Sources

4.0 (20)
5.0 (2)

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.

Palo Alto, CA 94306 Rating

Review Sources

5.0 (4)

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.

Los Altos, CA 94022 Rating

Review Sources

5.0 (7)

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.

Compare our Top Tax Services

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax Specialists
Palo Alto, CACall for quote
Global Gate Tax Relief and Accounting
15375 Barranca Pkwy Suite B-211, Irvine, CA 92618
Legaspi Taxes & Accounting
San Carlos, CA 94070
McMillen and Associates
Palo Alto, CA 94306
Smart Tax Express, Inc
Los Altos, CA 94022


  • 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 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.