Tax preparation in Palo Alto, CA

Palo Alto (pop. 66,853) has 346 credentialed tax preparers — about 51.8 per 10,000 residents.

Credentialed preparers

346

118 CPAs · 33 EAs · 57 attorneys

Returns filed

44,310

IRS SOI, ZIP-level

Avg. AGI per return

$582,934

Avg. refund

$7,917

51% of returns get one

Self-employment share

19.4%

returns w/ Schedule C income

Use a paid preparer

55%

share of local returns

Free prep returns (VITA)

220

IRS-assisted filings

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55% of Palo Alto filers already use a paid preparer — see if it makes sense for you.

Tax services in Palo Alto

Filing stats by ZIP code

ZIPReturnsAvg AGIAvg RefundSelf-emp.Paid preparer
9430321,060$217,770$4,63319.1%60%
9430613,250$370,171$7,50819.2%46%
943018,060$1,641,172$19,26920.8%57%
943041,940$1,603,575$14,37317.0%50%

Credentialed preparers in Palo Alto

Full directory →

Source: IRS PTIN public data. Listing is informational, not an endorsement.

Name / FirmCredentialZIPPhone
Maryan AckleyCPA94301650-888-2677
Wilmer Cutler Pickering Hale and Dorr LLPsiteATTY943066508586174
Frank, Rimerman + Co. LLPsiteOther94304(650) 845-8100
Apercen Partners LLCsiteCPA94301(650) 804-7100
TAK Capital Management, Inc.Other94303(650) 323-3706
Andrikopoulos Chiochios Accountants LLPsiteEA943066503229445
King Asset ManagentsiteCPA94301(650) 328-0506
Rosewood Family Advisors LLPCPA94306650-313-2001
Frank, Rimerman & Co., LLPsiteCPA94304(650) 845-8100
Skadden, Arps, Slate, Meagher & Flom LLPATTY94301(650) 470-4500
Baker & McKenzie, LLPsiteATTY943046508562400
Frank, Rimerman + Co, LLPOther94304(650) 845-8100

FAQ

How many tax preparers are in Palo Alto?

The IRS lists 346 credentialed tax preparers in Palo Alto, CA — including 118 CPAs, 33 enrolled agents, and 57 tax attorneys.

What's the average tax refund in Palo Alto?

Returns filed from Palo Alto ZIP codes average a refund of $7,917, and roughly 51% of returns receive a refund.

Do I need a CPA or can I file myself?

If you have only W-2 income and take the standard deduction, quality software is usually enough. Self-employment income, multiple states, back taxes, or an IRS notice are where a CPA or EA earns their fee.

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