Creative tax strategy for Bay Area businesses and families, not last year's template.
We look past the obvious deductions to find the smarter structure, the better timing, the entity change nobody mentioned. Proactive, plain-English advice from licensed professionals who answer the phone.
- 30+
- Years in practice
- Clear
- Transparent pricing
- Bay Area
- Concord home base
- 5.0 ★
- 39 Google reviews
Same tax code. Creative & Modern execution.
Most firms prepare what happened. We plan what happens next. Before a return is filed, we've already asked the harder questions: should this income funnel through an S-corp? Is the most suitable retirement vehicle the one in place? Does a cost-segregation study or a different fiscal year make sense?
Every client gets a strategy built around their actual situation — reviewed by a licensed professional, explained in plain English, and revisited during the year instead of once in April.
- Year-round planning, not April data entry
- One team for books, payroll, tax, and advisory
- Secure document exchange through TaxDome
- Fully remote statewide, in person when it helps
Everything a business or family needs, under one roof.
Reliable books are the foundation of every good business decision.
Learn more 02Payroll mistakes are costly — penalties from the IRS, EDD, and FTB can pile up fast.
Learn more 03Your entity choice affects your tax bill more than almost any other decision you'll make.
Learn more 04Implementing tax strategies derived from tax planning meetings achieves the best tax preparation.
Learn more 05That envelope from the IRS or California FTB doesn't have to ruin your week.
Learn more 06An audit is stressful, but it's also negotiable.
Learn more 07Great financial planning starts with a clear tax picture.
Learn more 08Retirement and estate planning aren't just for people nearing 65.
Learn moreLong-term relationships produce dividends.
A licensed professional reviews your tax return
Every return is reviewed by a licensed professional — never handed to a seasonal preparer and pushed out the door.
Creative, modern strategies
Constantly sharpening our tools each year to bring value to our clients while keeping up with the ever-changing tax code.
Transparent pricing, quoted upfront
You approve clear, transparent pricing before work begins. No hidden costs and no surprise invoice in April.
We return your call
Real people, same-day answers, in plain English. Questions don't sit in a support queue for weeks on end.
30+ years, three decades of tax seasons
We've worked through economic collapses, Covid-19, and tax-law overhauls. Always ready for the next disruption.
One team, start to finish
Bookkeeping, payroll, tax, compliance, and advisory all under one roof.
Concord home base. Clients across California.
From our office at 1001 Galaxy Way, Suite 205, Concord, CA 94520, we work with businesses and families throughout Contra Costa County, the greater Bay Area, and the rest of California — in person or fully remote through our secure portal.
Also licensed to serve clients nationwide.
What our clients say.
5.0from 39 Google reviews
“I have been a client of API for over a decade. I have always found the staff to be professional, courteous, quick to reply, and they get the job done in a timely manner.”
“This is the first year my wife and I filed with Kelby at API accounting and the experience has been amazing! Kelby is extremely knowledgeable, friendly, and patient.”
“For support with both my business and personal taxes, I've found the API team to be knowledgeable, kind, and responsive. I am grateful to be working with such a sharp, dedicated firm.”
Reviews from our Google Business Profile.
Let's find the strategy your last accountant missed.
Request a free consultation. We'll review your situation, point out what we'd do differently, and give you a clear, transparent quote — no pressure.