API Accounting, Tax & Advisory, Inc.

API Accounting, Tax & Advisory, Inc.

Reviews Summary

The reviews consistently praise the accounting firm for its professionalism, expertise, and exceptional customer service. Clients highlight seamless tax handling, timely responses, and personalized attention, particularly for complex cases like IRS disputes or non-resident taxes. Many appreciate the team's ability to reduce tax burdens, provide clear explanations, and offer proactive financial advice. The firm is repeatedly recommended for both personal and business needs, with long-term clients noting consistent reliability and a family-like approach. Efficiency, transparency, and a "can-do" attitude are recurring themes.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

1001 Galaxy Way #205

Concord, California 94520

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

All around great experience! Kelby and the API team have been attentive and knowledgable for both personal and business tax planning and execution. Thanks API...keep up the good work!

Yesenia, and API deal with my Federal and Ca State Taxes for multiple rental properties as a non-resident. Whilst I am out of the USA, the process with API is always seamless and met with a 'can do' approach. Polite, friendly and efficient. I would highly recommend.

Kelby and everyone at API Accounting have been extremely helpful with my tax, accounting, and business needs. Kelby always responds quickly, answers my questions, and finds great solutions!! I am so happy I found them and highly recommend using their services.

API accounting is a professional and accurate accounting firm. We have used them for all our business and personal finances and they never fail to provide excellent care and service. Yesenia is an absolute gem and has helped us throughout so many years. Can't recommend and praised them enough for al other hard work and attention to detail!

Yesenia, Kelby, Maria, and the whole team are great at API. They are always willing to educate and walk through everything required to run a business - from payroll to taxes. I recently received a few notices from the IRS which included fines and Yesenia was able to resolve the issue and get the fines removed. I highly recommend them for any of your business/tax needs!

I have been with API for several years now and from start to finish, API's professionalism, expertise and dedication are always impressive. I appreciate that the team at API operates with integrity and transparency, Kelby is very knowledgeable of the tax laws and explains everything clearly and concisely. API has also helped me understand how to navigate financial or business opportunities in relation to my tax status, which has helped me feel comfortable when working with them. Overall, it has been a great

I reached out to API because I got a letter in mail from the IRS claiming I owed over $15k! I hadn't filed taxes for a few years and the notices just kept coming. After meeting with Kelby and Yesenia, I had peace of mind and full confidence this was going to get fixed. They assured me that they were going to be able to reduce this amount significantly. To my surprise, I only owed a few hundred dollars and even got a refund from the state in both years! The case has been fully resolved and I'm all caught up

Kelby helped me out with my taxes last year. Extremely professional and responded in a very timely manner whenever I had questions. Will definitely be returning next year and would recommend to anyone looking to upgrade their accounting needs.

Our taxes have become more complicated over the past few years with home buying, starting a family and cashing out some investments. I used one of the online tax preparations programs and really wasn't happy with the results. A very good friend of mine recommended API and gave me Kelby's number. Best call I have made in a while. Not only did our tax return triple, Kelby gave us some great tax advice that is helping my parents save loads of money as they downsize their home and move closer to their grand-chi

Just got my taxes handled through API accounting and lemme say it's never been easier. Shoutout to my guy Kelby for constantly making it an easy and swift tax return each year i go through him and the company. They are efficient and always get your money back without all the wait and hassle. I recommend this place highly

API Accounting is good people. Very experienced and reliable. Our taxes have changed a lot over the years and Kelby and his team have been able to help us every step of the way. Been going to them for years and recommend to everyone.

Every encounter I have had with API and their staff has been nothing short of amazing. Kelby and the staff at API are kind, knowledgeable and eager to help anytime we reach out for support. I would recommend this firm to all of my family and friends!!

Filing my taxes has never been easier thanks to API Accounting. From start to finish, the process was effortless and efficient, making tax season a breeze. One of the standout features of API?s service is their user-friendly online portal. Instead of being bogged down by endless phone calls or waiting on hold, API provides a convenient online portal for communication. This not only saved me time but also ensured that any questions or concerns were addressed promptly. The responsiveness of their team furthe

I had been doing my taxes myself for years. When they started to get more complicated a colleague recommended Kelby at API. He started off by showing me how I had been over paying taxes (thanks turbo tax) and since then has helped make a stressful process much easier. I particularly love his desire to educate me so that I can help him help me more. I highly recommend API.

If you are a US citizen and live/work abroad you need to reach out to API. They make a complicated process seamless. Great work and affordable prices! Ask for Yesenia, she is priceless!

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. From partners to employees, everyone has been top notched in their customer service and expertise. I have recommended API to 2 friends and both of them have had the same experience.

After 30 years with a large company doing our company and personal accounting we switched to API 4 years ago we could not be more pleased with the professional service we have experienced since switching along with dealing with a fantastic staff they have saved us a considerable amount on taxes.They are up to date on all the current tax laws and they treat you like family not a customer or number like our old firm.They respond in a timely matter to questions and return your calls on the same day! Kelby Hous

My Taxes (and books) are such a scary mess that my girlfriend has been refusing to get engaged until I get it all squared away. As a small business owner, for the last decade I've attempted to handle this by making taxes and accounting someone else's job. "Someone Else" didn't always do a great job, and for the last week, the California Tax Board has been in the process of taking part of my retirement for taxes they say I owe from seven years ago (during which time I was moving from NC to CA). API Account

API was amazing to work with from start to Finnish, I was treated with above and beyond respect and the most professionalism I have ever dealt with. My accountant Kelby was so full of knowledge and educated me on taxes and how to run my business more efficiently. 10/10 i would recommend.

Kelby breaks it all down for you. If you've got the interest to understand, Kelby isn't afraid to go into the details for you. The more complex the question, the more interested he gets. It's nice to have someone to bounce questions off of who understands that we all want to be on the right side of the tax code, but we also want to be knowledgeable about how to optimize our finances for tax efficiency as well.

I have been customer to company since 2018.. I consider myself very lucky, since, then a letter from IRS or State not give me heart attack. Just a call to my girl, Yesenia..She always goes out of her way to help me on my taxes.. They are very professional and helpful.

For support with both my business and personal taxes, I've found the API team to be knowledgeable, kind, and responsive. In a complex and shifting accounting and tax landscape, I am grateful to be working with such a sharp, dedicated firm.

I have been a client of API since 1984, that in and of itself speaks volumes. I would like to make a very special mention of Yesenia Mejia, Tax Compliance Consultant. She always goes out of her way to make sure I have everything I need and that I understand and always with a sunny disposition. Thank you Yesenia for helping my business run smoothly year after year!!

In the 2 years that I have been working with API Accounting, they have saved me considerable money, while being highly responsive and professional. Night and day from my previous accountant. Strong recommend!

Yesenia, Kelby and the whole team at API are very professional and excellent to work with.

Kelby and the folks at API are easy to work with, provide speedy deliverables, and are a top notch firm.

Good Customer Service, Prompt Response , Listen to customers issues and resolve quickly.

Timely and accurate!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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