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Flex-Tax, Inc (Formerly A&K Tax and Consulting) logo

Flex-Tax, Inc (Formerly A&K Tax and Consulting)

San Francisco, San Francisco

(69)
‘19 Certificate of Excellence, 2019
Flex-Tax, Inc (Formerly A&K Tax and Consulting) logo

Flex-Tax, Inc (Formerly A&K Tax and Consulting)

San Francisco, San Francisco

(69)
‘19 Certificate of Excellence, 2019

About

A&K Tax and Consulting Services is an accounting, tax and business consulting firm located in San Francisco. The organization maintains clients in a broad range of industries with a major emphasis in the real estate sector, providing publicly and privately held national and multinational enterprises with a full spectrum of audit, tax, valuation, trust and litigation support and general consulting services.

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Reviews (69)

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Ken N.

24 August 2019

Alex and his team were extra helpful and responsive to my tax questions. They were able to sort through my complicated tax situation and TIC property tax situation. I am amazed by his willingness to help. 5 star service for sure! More...

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Elana L.

19 July 2019

Alex from Flex Tax is professional, responsive, with highest integrity. Alex went above and beyond, even during his personal leave, to help with our CPA letter for refinancing purpose. Highly recommended and a pleasure to work with More...

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Karine C.

31 May 2019

Will helped me when I initially set up my corporation in California with no hassle. I have absolutely no business education, and this was the best money I spent on the business to set up my S-Corporation for my start up! He advised me with how best to set up my corporate tax structure. At the end of the year,  Sam and Will did my taxes and I could not believe how quickly, efficiently, and accurately they were done. They sat down with me in person and advised on how/what to do for future tax filings based on my first year. I attribute that to the way he had my set up my business so there were no terrible surprises at tax time.I would absolutely recommend Flex-Tax Tax Consulting Group to anyone, business owners or high net worh individuals with real estate investment. They know what they're doing and they do it well! More...

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Will R.

22 May 2019

Flex-Tax, Inc. is acutally a tax and business consulting firm that helps companies across the globe to identify and capitalize on business opportunitiesWent to Flex-Tax, Inc. for the first time and am glad I did. I happened to randomly Yelp this place and made an appointment.Personels are knowledgeable tax professional. They provided helpful advice from the moment I called and was flexible and accommodating to my schedule. Not only did he provide excellent advice, but also helped me clear up any confusion and mystery around how to properly handle my taxes and business strucutre going forward while maximizing any applicable deductions. Extremely helpful on so many levels. I highly recommend calling and asking for Flex-Tax, Inc.The man can help you with whatever tax services/advice you may need.Fantastic service, by fantastic people. Call 'em ASAP! More...

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Haoran Bai

9 May 2019

Best Tax service for start-up business. Alex is always there to help and give suggestions.

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Carol Zeng

9 May 2019

I found A&K tax on yelp am I am so glad that I did use Alex service. I needed to get my tax done and I called Alex. Alex is such a nice person and it was an easy experience and interaction. I am definitely coming back next year and will recommend my friends. More...

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Nini Tsoi

9 May 2019

After I kept getting letters from IRS on previous tax returns, I looked for a trustworthy CPA on Facebook and I found Alex. I was amazed by his efficiency and knowledge.

Alex was able to identify and fix problems in no time. I have been able to solve my tax issues with the tax penalties waived.

A helpful, professional, yet down to earth CPA.
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Sunny N.

21 April 2019

I had some really complicated tax questions regarding some stock options as Uber is going to IPO soon and ended up going with Flex-Tax, Inc. I worked with Will and Chris  and couldn't be happier with the results. Flex-Tax did a really great job walking me through everything using advance technologies. Making it my most painless tax filing yet. Thank you for saving me a bunch of money. Highly recommended people who has RSU, ESPP, ISO and NSO issue. More...

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Tim L.

17 April 2019

A&k tax consulting has been such a fantastic experience for me.I have been doing my own taxes for my small business for the last 5 years so it was a little difficult for me to give up control, but my taxes were getting a too complicated for turbo tax. So I decided to bring in some professionals. For my taxes this year I worked with Sam. He was outstanding! My taxes were filled within one week of booking my appointment. Sam was extremely knowledgeable about tax law and how it would affect my small business. In addition, they answered all of my questions clearly and in a way that any could understand. I was extremely satisfied with my return and I will definitely be back! More...

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Min Q.

11 April 2019

I am very glad to have Alex helping me file my joint and corporate tax return. He was very patient and responsive, often replying my emails during the midnight. He explained very clearly about my tax situation when helping me  review the prepared tax return. The price they charge is also reasonable. Would definitely recommend to others. More...

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Karim J.

6 April 2019

Extremely helpful! You can tell they know their stuff inside and out. I highly recommend getting a consultation with them for any complex tax issues.

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Monte T.

14 March 2019

Alex was great! Really responsive and helped me understand my taxes better. Although surprisingly everything was handled electronically and over the phone and I didn't have to go in person to their office which was an added bonus. Made me nervous at first, but Alex walked me through the process and followed up promptly to make me comfortable. I'd recommend this service to others as well! More...

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Steven W.

13 March 2019

I had a transforming experience with Sam helping my family and me file our 2018 tax returns.  Sam is extremely knowledgeable, efficient and experienced. He was able to make a tiresome task into a smooth and fun learning experience! In addition, Sam was great with his advice and was extremely responsive no matter which time of day. More importantly, he was able to run down different scenarios on how to file our taxes for different possible outcomes. Of course in the end, with very clear instructions, Sam advised us on the scenario with the best outcome!Before submitting the tax return, Sam would send us a final draft for review (my previous tax accountant did not do that) to ensure that all parties are on the same page. That was a plus for me!Sam and A&K are very professional and I feel safe with them helping file our taxes. We will definitely be going back in the future. More...

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Vijit N.

12 March 2019

Alex is an absolute pro in helping us knock out our taxes. This is typically not something we look forward to each year (I am sure nobody does), but Alex has helped make it smooth, easy and most importantly maximize my returns (way more than what I could ever get from TurboTax or any other tax consultants). Highly recommend!

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Meimei H.

5 March 2019

Alex was super helpful! Fast response and great customer service with reasonable price! Strongly recommended!

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Vivian C.

3 March 2019

Sam was absolutely amazing in helping my fiancé Jack and me file tax returns for our LLC. Alex was great as well. Both of them are super responsive, through all hours of the night, and also charge reasonable prices when compared to other services out there. Highly recommend A&K tax and consulting. We'll be back in the future with our other tax needs. More...

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Josh L.

2 March 2019

Okay I'm sold. Usually my wife and I do our own taxes however this year we had a sizable bill (based off of turbo tax). They were able to meet with us quickly and within our busy work schedule. They explained why we owed and what we actually (which was ~$2k less than TurboTax) in a friendly and simple way. Really responsive and great to work with. Quick turnaround. Will be back next year! More...

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Josh R.

27 February 2019

Sam was an amazing help. I can't say enough good things about him taking his time to explain all the questions my wife and I had for him. I highly recommend this business for any of your tax needs! I know I'll be using them in the future as well. More...

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Wailan M.

21 February 2019

A&K Tax helped big time as I was unsure on how to tackle the equity portion of my compensation. I received consultation from Alex and Sam and they made clear of any uncertainties I had regarding RSUs, ESPPs that I received in the prior year. The issues at hand were something that I carried a lot of uncertainty with, but fortunately their team was very familiar with the situation at hand. With their expertise in the nonprofit space as well, Alex and Sam advised me to make the most out of my employer's donation match program. This ended up being a fantastic idea to increase my itemized deductions. This boosted my tax savings up a notch as my state tax deduction was capped due to the most recent tax law changes. I would have not considered this if it wasn't for the A&K Tax team! More...

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Tony H.

20 February 2019

A&K is great at real estate accounting! They were able to walk me through the sale of a property that included an equipment sale. Given the fact pattern they consulted me on how the short term gains and long terms gains would pan out, in addition of what tax rates that would apply. A&K are extremely knowledgeable in the real estate niche. I would highly recommend them. More...

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Johnny G.

20 February 2019

Long overdue review. I've been with A&K tax for about 3 years now and I've always received the maximum amount of refund every time. Having a somewhat complicated return (W-2, 1099s of all sorts, capital gains, and rental real estate to name a few things on my return), Alex and Sam go above and beyond to make this stressful time of the year smooth. When I first contacted Alex, he was super helpful, mentioning various items that I can do/deduct after just giving him a brief summary of my tax situation. My local H&R Block just asks for all my forms and punches in the number in their software. I don't feel like they even care about saving me money. After our initial conversation, Alex had Sam help me with my return. Sam was extremely knowledgeable and even mentioned credits that I may be able to qualify for. Long story short, my taxes are always filed accurately and timely covering all grounds. I'll definitely be back every year as long as they'll have me as a client. If you're looking for an accountant that actually cares about you, file your taxes here (they also do tax consulting I believe). Rest assured that you'll get your maximum refund. And for a reasonable price too!Also, If you received a letter from a tax agency and have no idea how to respond, don't hesitate to ask! They can assist with that as well! More...

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Andy L.

18 February 2019

Consulted A&K for individual and corp tax return service, I am very happy with service. Below are some comments I would share from my experience with A&K: 1. Profession: reviewed my info and doc with the legal and expertise, help me adjust the number in the proper and legal way; 2. Money saved. Only charge $500 for both. 3. Efficiency: after I submitted all required docs, the tax return are filed in hours.  4. quick response: every question asked, received an immediate response. 5. Additional supports like reminder to submit "info of statement" "mini state tax submit" etc.Love the service. Definitely will recommend to friends. More...

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Victor L.

18 February 2019

A&K Tax provides detail and efficient service to help with my tax return. It really simplify my work, all I need to do is to collect all my documents and submit them through their website, then Alex will take it from there. Highly recommended to anyone who need help to file their tax return. More...

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Sean H.

18 February 2019

We are super happy with A&K. We were helped by both Alex and Sam. Office staff are incredibly helpful and nice too. I had used TurboTax for years but it all got a bit overwhelming when we sold/purchased homes, family members started doing a lot of officiating for various sports clubs, kids started college, etc. etc. Alex had us amend our 2015, 2016, 2017 returns. So happy with the results. We definitely recommend A&K Tax and Consulting. They are knowledgeable and super easy to work with More...

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Bijin H.

15 February 2019

Typically in the past I was able to do my own tax returns on TurboTax, but with a handful of complications regarding my tax situation, I needed a professional that could breakdown the math in a simple and effective manner. A&K Tax helped me with a few estimate calculation scenarios regarding some of the potential tax implications from receiving equity comp. I was able to work closely with both Sam and Alex in an efficient manner. They were very concise with their detailed explanation and made for the tax filing process very quick and pain-free. More...

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Hank W.

14 February 2019

Doing your taxes is like doing your homework - a necessary but headache task. Recently I've decided to do some investments, and I realized that doing taxes got a lot more complicated!! I came across A&K Tax and Consulting Services and reached out to them. Sam over at A&K couldn't have made homework (taxes) any easier!! I never write reviews but this is well deserved. Keep up the good work A&K! More...

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Lane B.

7 February 2019

After careful scouring of the Internet for the best tax services, I found AK tax. Their website reflects their customer services. I worked with a guy name Sam. He broke down his tax consulting process in a 1, 2, 3 manner that I was able to understand. He made my chaotic personal tax returns with my small business simple and easy. Within minutes I walked out of his office feeling good about choosing AK. Within a few days, my taxes were filed.I have filed many tax returns with other consultants who made the process long and complicated. AK tax on the other hand did the complete opposite. More...

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Lily C.

6 February 2019

A&K Tax Consultant and his  associates have been handling my start-up business taxes since my 2016 tax returns. Here is why I have been loyal to this CPA firm:(1) Personally, Alex has provided the best and quickest returns! Let's be honest, we're all looking for an accountant who will help give us a high returns in a timely manner. Trust me, you will not be waiting too long (to receive your returns) after you submit ALL tax related documents. (2) Everything has been smooth for the past 5 years even we got the IRS Letter once awhile. Alex ensures to inform you if there is missing documents pre-tax and ensures there is no loose/sloppy ends post tax. (3) Besides Alex and his associates' exceptional tax background & experiences, they are extremely professional. Personally, i prefer working with people who cuts the insincere small talk and goes straight to the point because the reality is, this is a business transaction/interaction. We're not here to talk about "how you are doing/feeling" with a CPA; you can save that for a psychiatrist. Simultaneously, Alex and his associates are very warm, caring, and very approachable!!! For example, during my very first meeting with Alex and Sam, they have guided me and suggested ways to obtain the maximum returns. I've been following his guidelines for the past 4 years and has yet to fail. (4) This year, A&K Tax Consultant has introduced a new and efficient method to seamlessly and securely handle all documents online. 2017 tax returns have been very, very convenient for me. Everything was done online!! E-sign and Online Upload Portal!!!  A&K is leaders in the tax industry around the San Francisco and Bay Area and with my review and experiences, I validate and recommend their services. More...

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Benjamin W.

5 February 2019

A&K Tax was awesome in helping me prepare for yet another year of tedious tax problems.I've always used HR Block to submit my informational return for my General Partnership and then subsequently submit my personal tax return. There was always a million things and confusing UI to work with making me question whether or not I was even doing it correctly or maximizing my refund.A&K Tax and Sam on the other hand was very helpful. He was extremely insightful and knowledgeable. You know that feeling when you work with someone and they know all of the answers and are quick to come up with solutions? Well that was Sam with AK tax.They have great tips and tricks. They provide communication through phone, email, and in person, and all channels of that communication was excellent.It's pretty difficult to own a small business and have the resources to consult with a giant firm on your tax questions but Sam gave us the reassurance that we needed to submit our tax returns worry free.Definitely recommended and will come back for their services next year! More...

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Cally L.

14 January 2019

A&K Tax Consultant and his associates have been handling my start-up business taxes since my 2015 tax returns. Here is why I have been loyal to this CPA firm:

(1) Personally, Alex has provided the best and quickest returns! Let's be honest, we're all looking for an accountant who will help give us a high returns in a timely manner. Trust me, you will not be waiting too long (to receive your returns) after you submit ALL tax related documents.

(2) Everything has been smooth for the past 4 years even we got the IRS Letter once awhile. Alex ensures to inform you if there is missing documents pre-tax and ensures there is no loose/sloppy ends post tax.

(3) Besides Alex and his associates' exceptional tax background & experiences, they are extremely professional. Personally, i prefer working with people who cuts the insincere small talk and goes straight to the point because the reality is, this is a business transaction/interaction.

We're not here to talk about "how you are doing/feeling" with a CPA; you can save that for a psychiatrist. Simultaneously, Alex and his associates are very warm, caring, and very approachable!!!

For example, during my very first meeting with Alex and Sam, thye have guided me and suggested ways to obtain the maximum returns. I've been following his guidelines for the past 4 years and has yet to fail.

(4) This year, A&K Tax Consultant has introduced a new and efficient method to seamlessly and securely handle all documents online. 2018 tax returns have been very, very convenient for me. Everything was done online!! E-sign and Online Upload Portal!!!

A&K is leaders in the tax industry around the San Francisco and Bay Area and with my review and experiences, I validate and recommend their services.
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Fanny N.

14 January 2019

I approached Alex and his team regarding tax preparation and consulting and it was a really good experience.

I'm not too great with numbers myself but Alex was able to break it down for me with ease.

I was not able to find any other firm that could provide such excellent service at a reasonable price, but luckily I got ahold of Alex.

I needed help regarding filing my US Partnership tax return and my tax returns from Hong Kong.

Working through the tax treaties alone was a nightmare but Alex helped navigate through the regulations for me step by step.
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Benny H.

14 January 2019

Quite simply they will save you money and make your life so much easier. Whether you are a small company, a large corporation - who needs a better way to manage his/her taxes- A&K Consulting will help you get a handle on everything. Thank you once again!!

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Isaac K.

14 January 2019

As someone who doesn't have much about filing procedures and business practice, Alex was very caring and accommodating. I contacted Alex through e-mail and he was quick to respond. I needed to file my S Corp election form which was past the 2 month incorporation date, which she helped to handle, file and set expectations/next steps.
The office is located in Levi's Plaza, which you enter from the outside. The interior is what you expect of an accounting firm.

I really look forward to continually work with Alex and Davy for handling my accounting needs for my business. If you're like me and are uneasy about handling your filings yourself, I can't recommend A&K Tax Consulting!
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Cally L.

13 January 2019

A&K Tax Consultant and his  associates have been handling my start-up business taxes since my 2015 tax returns. Here is why I have been loyal to this CPA firm:(1) Personally, Alex has provided the best and quickest returns! Let's be honest, we're all looking for an accountant who will help give us a high returns in a timely manner. Trust me, you will not be waiting too long (to receive your returns) after you submit ALL tax related documents. (2) Everything has been smooth for the past 4 years even we got the IRS Letter once awhile. Alex ensures to inform you if there is missing documents pre-tax and ensures there is no loose/sloppy ends post tax. (3) Besides Alex and his associates' exceptional tax background & experiences, they are extremely professional. Personally, i prefer working with people who cuts the insincere small talk and goes straight to the point because the reality is, this is a business transaction/interaction. We're not here to talk about "how you are doing/feeling" with a CPA; you can save that for a psychiatrist. Simultaneously, Alex and his associates are very warm, caring, and very approachable!!! For example, during my very first meeting with Alex and Sam, thye have guided me and suggested ways to obtain the maximum returns. I've been following his guidelines for the past 4 years and has yet to fail. (4) This year, A&K Tax Consultant has introduced a new and efficient method to seamlessly and securely handle all documents online. 2018 tax returns have been very, very convenient for me. Everything was done online!! E-sign and Online Upload Portal!!!  A&K is leaders in the tax industry around the San Francisco and Bay Area and with my review and experiences, I validate and recommend their services. More...

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Isaac K.

4 January 2019

As someone who doesn't have much about filing procedures and business practice, Alex was very caring and accommodating. I contacted Alex  through e-mail and he  was quick to respond. I needed to file my S Corp election form which was past the 2 month incorporation date, which she helped to handle, file and set expectations/next steps. The office is located in Levi's Plaza, which you enter from the outside. The interior is what you expect of an accounting firm. I really look forward to continually work with Alex and Davy for handling my accounting needs for my business. If you're like me and are uneasy about handling your filings yourself, I can't recommend A&K Tax Consulting! More...

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Benny H.

30 December 2018

A&K Consulting is the best.  I had the pleasure of working with the employees - Davy and Danny. They both did an incredible job. They asked all of the right questions when consulting my business tax situation and were on top of it every step of the way. They truly care about their clients and will do everything they can to help. They have great attention to detail and the staff is always there to answer questions. If there was a bump in the road they handled it quickly and made sure everything came out right. Quite simply they will save you money and make your life so much easier. Whether you are a small company, a large corporation  - who needs a better way to manage his/her taxes- A&K Consulting will help you get a handle on everything. Thank you once again!! More...

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Felix H.

28 December 2018

A&K Tax and Consulting was a complete life-saver! I'd completed my taxes with H&R Block and got audited. I was worried that I wouldn't be able to navigate the IRS in a manner that would benefit me so I contacted A&K Tax and Consulting Services to assist me. Fortunately, I'd kept a log of all my receipts and bank statements which helped prove certain things to the IRS. Alex has assisted me in moving my case to California, where his company resides, and will take the necessary steps to prove my case in court with the IRS. A&K Tax and Consulting Services is very knowledgeable on procedures dealing with the IRS as well as how to effectively communicate with them. This company has made sure to keep me informed every step of the way and answer any questions I've had. The process is definitely one that takes time, but I am confident that they will settle this issue in the most positive manner possible. I highly recommend A&K Tax and Consulting Services for any IRS Auditing issues you may have! Contact them!! You won't regret!! More...

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Roberto Emanuel Vazquez

9 August 2018

Best accountant in SF. He helped me with my military tax issues and get it done quick.

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Ashley B.

7 August 2018

I worked closely with Sam on my 2017 return, which was tricky as I went through an intense separation and also had some shares from a past company. Sam was professional, timely in his response, and had some great advise - and in my opinion, maximized my return.I'll definitely use them again in the future. More...

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Kalok Y.

4 August 2018

I am so pleased with the service provided by Alex and his team. I met with Alex today to discuss rather complicated tax concerns. He is always willing to offer advice and consultation, as well as offer referrals to other subject-matter experts for solutions beyond tax planning. I'm so glad I found AK tax consulting. A great resource! More...

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Johnny H.

3 August 2018

I chose them to take care of a few tax concerns and Alex has been great and professional. He would follow up with updates and promptly ask for any additional information through email. I would definitely recommend and use his services for future tax works. More...

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Fanny N.

3 August 2018

I approached Alex and his team regarding tax preparation and consulting and it was a really good experience. I'm not too great with numbers myself but Alex was able to break it down for me with ease.I was not able to find any other firm that could provide such excellent service at a reasonable price, but luckily I got ahold of Alex. I needed help regarding filing my US Partnership tax return and my tax returns from Hong Kong. Working through the tax treaties alone was a nightmare but Alex helped navigate through the regulations for me step by step. More...

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Deery C.

29 July 2018

Alex is very professional and good at Tax services. He make things a lot easier for his clients, get their work done perfectly, and he works hard too, so save a lot of time. Talk to Alex, you will know.

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Min Ju L.

22 July 2018

With the new tax laws and the purchase of my home, it was extremely confusing to navigate the complexities of the W2, Schedule A, Schedule E, etc. I looked for reputable CPAs on Yelp and requested a quote for tax consultation from about ten CPAs. It was shocking how some of them do not have a functioning website or the correct phone number (and many of them don't even take new customers) but Alex impressed me during our first phone conversation. He asked me for how he could be of service and gave me straightforward instruction on the material I need to send over and how he can help.From then on, Alex and I communicated over email. He was very prompt and thorough with his (free) email responses and his tax consultation quote was among the most reasonable I have seen. When I met him in person, Alex had all the documents prepared ahead of time so we can discuss the hard numbers. He even showed me some numbers from my previous tax return where he wanted to double check that it was the correct information - a showcase of his detail oriented eyes. I'm very happy with Alex's consultation service and would strongly recommend A&K Tax and Consulting Services to others! More...

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Nicola T.

17 July 2018

After I kept getting letters from IRS on previous tax returns, I looked for a trustworthy CPA on Facebook and I found Alex. I was amazed by his efficiency and knowledge.Alex was able to identify and fix problems in no time. I have been able to solve my tax issues with the tax penalties waived.A helpful, professional, yet down to earth CPA. More...

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Shawanna J

12 July 2018

A&K Tax and Consulting was a complete life-saver! I’d completed my taxes with H&R Block and got audited. I was worried that I wouldn’t be able to navigate the IRS in a manner that would benefit me so I contacted A&K Tax and Consulting Services to assist me. Fortunately, I’d kept a log of all my receipts and bank statements which helped prove certain things to the IRS. Alex has assisted me in moving my case to California, where his company resides, and will take the necessary steps to prove my case in court with the IRS. A&K Tax and Consulting Services is very knowledgeable on procedures dealing with the IRS as well as how to effectively communicate with them. This company has made sure to keep me informed every step of the way and answer any questions I’ve had. The process is definitely one that takes time, but I am confident that they will settle this issue in the most positive manner possible. I highly recommend A&K Tax and Consulting Services for any IRS Auditing issues you may have! Contact them!! You won’t regret!! More...

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Gogo W.

9 July 2018

Alex is very knowledgeable and responsive accountant. As a real estate professional, I often come across questions raised by my clients regarding real estate related taxation, foreigner real estate taxation, estate planning, cooperation taxation etc. I sent these clients to Alex and they got their answers promptly. Alex also hand hold my clients through TIN application as my clients have language barrier. He's been highly professional and now come highly recommended! More...

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Katherine C.

3 June 2018

Had a great experience at A&K Tax and Consulting Services this year. I had Alex and Sam to prepare our taxes and they were fantastic. I had just walked in the door and was immediately greeted with a smile and brought to her office. After going through our information, they provided an estimate, did a thorough job in asking about all possible tax documents that we could have received and followed up with any additional pieces via email. We were dealing with relocation and 1031 exchange, so had tax documents from a different state, moving expenses and closing statements, etc. Throughout the process when I had questions and they were very responsive and explained everything in a way that we understood. I would definitely recommend them to anyone who is looking for someone is reliable and knows what they are doing. They will definitely be getting our repeat business!The fact that they are both licensed CPA give me extra confidence on them. More...

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Jeremy M.

2 June 2018

Alex is a sincere guy who solved my problem right away! If u are looking for tax consulting and notary services, Alex is ur choice!

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Nicole W.

2 June 2018

It was tough to find someone in this city we felt I can trust that would know what to do with multiple state tax forms and wouldn't charge us an arm and a leg, but what mattered is that A&K has all 5 stars so I decided to give him a shot.The office has fairly easy access and is near the downtown. As a CPA, he is knowledgable and NOT just one of those weekend course certified tax preparers at big tax service companies that kill you with fees. Alex is fast, efficient, and most importantly honest! If he can find places for us to save (all within legal limits of course) he'll tell us. No other tax place would go that length to help you understand this ever-changing tax.The first time I came to him I was in transition from San Francisco to Hong Kong and he knew exactly how to handle all of my multiple forms including my CA state tax and foreign tax issues. I wish I'd posted this review sooner but now that tax season is coming over I want to make sure you all knew how AMAZING this man is! If you are looking for someone who is fast, efficient, knowledgable, this is where you need to be! More...

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Feiyang Z.

8 April 2018

I leave no reservation to thank for Alex's team and I'd like to share him across my friends for his excellent service.He not only gives complete support in educating me the number I asked but more importantly provides constructive advices for actions to take to make best savings on my following returns for years to come.Great team with great work. It saves money in the long run. More...

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Sadie W.

8 April 2018

Alex was quick to reply my questions. He was very professional and explained everything in a manner. I will definitely be back to have my tax return with him.

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Fifi L.

13 March 2018

Contacted AK for multi rental properties for my business. He is doing a great job. Helped me saving plenty of tax by taking deprecation and amortization expense. Will definitely recommend to everyone who has llc or corporation to hire them to do your tax returns. More...

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Vivian L.

27 February 2018

Alex and team at A&K have taken care of my family business' accounting needs consistently. They are in the know and keep me in the loop about changes that continuously happen year over year. I have dumped all of my bookkeeping needs and tax preparation to them and I am worry-free since the finished product is always A+ work. Alex and team have performed multiple reiterations of financial projections for scenarios that pertain to the 21% corporate tax rate cut and many other frills that come with the tax reform.My financials are in good hands with A&K. More...

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Benjamin P.

15 February 2018

A friend of mine referred me to A&K Tax. I have been doing my taxes on for the past 4 years. However, this year, my financial situation has gotten really complicated due to retirement, 2nd job, having a child, and getting rental/dividend income from stocks and bonds.My first visit was awesome. Their customer service was quick even during busy tax season. A&K walked me through everything they were going to do in order to make sure:1.   my taxes are done correctly2.   I receive the maximum refund possible3.   to process everything quickly and painlessly More...

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Christina W.

12 October 2017

I discovered AK tax based on strong YELP reviews and enlisted his service for my 2015 and 2016 Tax returns.  While I don't have the most complicated tax situation, I had a few big life events and wanted to make sure I was maximizing my tax return and not missing out on any tax benefits.The people there were extremely responsive to my e-mails and questions and I felt the fee for thier services was very fair.  The online portal also made it easy to share my tax forms which made a face-to-face meeting unnecessary.  He also took care of filing the returns on our behalf.  I'd recommend  AK tax services for those in a time crunch or just looking for professional assistance.  I hope to use them again next year. More...

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Carol T.

26 September 2017

I've used A&K for the past two years and plan to use it for the foreseeable future. Alex has been great from the beginning. He has answered all my questions quickly and has a very quick turnaround - even being close to the tax deadline. I've been very happy with him and would recommend him to anybody...and have actually done so to a few friends! More...

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Zhang J.

26 September 2017

Working with A&K Tax was a great experience. I contacted him about two situations. The first required only a phone conversation and was free of charge. The other situation - refund of Social Security and Medicare Tax, was in handled through a couple of meetings.Before we met he asked questions by email to ensure his services were needed and then outlined what I needed to ensure our meeting was productive and informative. He walked me through the legal situation, ran through two possible solutions and clearly outlined supporting documentation needs for each solution.Once I had what I needed, Alex and his colleagues worked with me through to resolution. More...

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Barry L.

24 September 2017

I have been using Alex for my two buisness. He is professional and very detail oriented . Highly recommend him if you need his accountant advices either on your buisness or personal .

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Karen L.

19 June 2017

Super CPA firm! My friend recommended Alex and I called for a consultation. I was impressed by the level of care and attention provided by Alex. Not only did he take the time to help me, he also made sure I completely understood everything. He is patient and very easy to work with. Highly recommended!! More...

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Sam L.

2 March 2017

Alex and Chelsea helped me do my taxes for 2016. Fortunately we've known each other for some time, but beyond our friendship, he is very professional and experienced in this field. He answered all my questions and had lots of good recommendations. I will definitely use their service again this year. More...

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Zach W.

22 August 2016

I found Alex via a friend. He is very helpful with my tax refund, and he is also very professional and experienced. I think my case is a little bit complex as a foreign student working with OPT and no longer in the States when filed the tax return, but Alex still helped me get my tax refund! Very helpful! Thanks a lot!!

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Ashley L.

19 April 2016

Alex is very knowledgeable,professional and responsible. He knows his profession very well. He explained my tax return patiently and answered my questions in detail. Reasonable charge. Actually he's inexpensive compare to other CPAs. Highly recommend! More...

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YI G.

17 April 2016

Alex was referred by my friend and he helped me with my tax this year. He's responsive and very patient about my questions. He definitely saved me lots of time and money too. I wouldn't think of any good reason of not recommend him to my friends! More...

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Stacy C.

12 April 2016

I would highly recommend A&K to anyone who needs tax services, or has any tax questions in general. I am a Realtor who is always looking to work with professionals -- I referred my client to Alex at A&K Tax and Consulting Services and he was a tremendous help throughout the entire process. Alex is highly knowledgable with his work and knows exactly what he is doing. He explained everything very well, and in detail, to my client. He responds promptly and always calls back by the time that he promises. More...

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Delf M.

11 April 2016

I started an LLC this year and needed help for our tax return. I contacted AK very last minute and with a very short timeframe (after another tax accountant let me down), and Alex and his team have been nothing but responsive and professional. The process has been very smooth from first contact to filing, and Alex has been a pleasure to work with. More...

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Connie L.

6 April 2016

Alex is very patient and professional, he knows his job very well! I have several 1099 forms need to be filed and have a lot expenses need to be categorized, he gave me very helpful suggestions which saved me a lot tax money. It's really worth to find him to get your tax done! More...

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Yi C.

5 April 2016

After doing my own tax return for 5 years, I decided to find someone taking care of all the paperwork. It gets more complicated when I go through status change from non-resident to resident. Plus I received W2s from several states... It would be a pain in the butt to do it myself. For those who recommend me to use Turbotax, I would rather come here. They are easy to talk to, responsive, knowing what they do and super efficient!! Price is reasonable. It only took me a couple emails and phone calls to figure out what they need. Everything was off my hands till I reviewed the results and agreed to file. I would recommend their tax return service to anyone especially any F1 student on OPT status or any employee on H1B visa. More...

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Naomi K.

1 April 2016

I decided to do my own taxes in 2014. After filing I realized I may not have done them correctly,  so in a panic I asked for a referral from a friend who was an auditor. I was referred to Alex at A&K Tax and Consulting. Alex met with me, revised my 2014 filing and I got a substantial return and great advice on how to plan for the following tax year. He then did my 2015 taxes for me and was so great to work with. Despite me having a somewhat complicated tax situation because I have my own business, we did everything over email.  Alex completed the returns quickly, was very clear about what information he needed, was very responsive to me questions, and is a pleasure to interact with. It's the first year in my long professional life that I handled my taxes early and have a good plan for this year.  I highly recommend working with Alex More...

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Accounting Services
Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Accounting Software Selection & Implementation
Need help with accounting software selection and implementation? Our firm will help you select the software that’s right for you and will teach you how to use it effectively.

Compilation, Review, and Audit Services
Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.

Cash Flow & Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectible receivables. Many of our clients state that these value-added services are indispensable.

Financial Statements
Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analysis that can help business owners and managers eliminate inefficiency and realize a businesses full profit potential.

Forensic Accounting
Our firm offers tailor-made forensic accounting services as well as expert testimony. We are often consulted during matrimonial disputes and partnership dissolutions to provide business valuation services and uncover malfeasance and financial irregularities.

Reviews and Compilations
Our firm offers full Review and Compilation services for small to medium sized firms.

Financial Forecast and Projections
Our firm provides complete financial and business forecasting services, including Pro Forma projections. We will also customize -What If- planning scenarios to help management foresee and plan for unexpected business contingencies.

A&K offers cost-effective audit, tax and consulting services to a variety of industries and clients, including nonprofits, government agencies, development and construction companies, real estate investment companies and securities firms. Examples of general consulting services include preparation of financial forecasts, pro formas, business advisory consulting services, tax consulting and tax compliance assistance, and miscellaneous agreed-upon procedures reports. We take care to understand fully the nature of our clients’ businesses and can provide tax and accounting advice as needed throughout the assignment.

IT’S INTELLECTUALLY REWARDING
I have always thrived on new knowledge and new ways of thinking. The depth and breadth of tax means it’s a career that will constantly feed my intellectual appetite. I a, working on technically intricate commercial projects that will demand you to be smart and strategic.

Think more sophisticated planning than mundane number crunching.

A career in tax means I will always be challenged – every day will be a new learning experience. The tax landscape is always evolving. Clients’ needs are constantly changing. This means I must always keep one step ahead. Challenging work means I work smarter and think smarter – its drives you forward.

Think more adrenaline rush than daily routine.

The firm has consulted for more than 8 years on hundreds of real estate projects and maintains client relationships with the leading affordable housing sponsors in the industry. Our value-added services and solutions are based on innovative thinking and effective implementation and are the foundation on which we have developed the critical resources necessary to provide outstanding professional services. We are dedicated to meeting client needs in a thorough, efficient and creative manner.

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