A local tax and advisory firm built around one promise.
Our mission is simple: make sure each client pays the tax they owe — and not a penny more. Everything else we do, from bookkeeping to estate coordination, is built to serve that promise.
Serving Contra Costa County families and businesses since day one.
Same team year over year — not a rotating cast of preparers.
TaxDome portal for secure documents, e-signature, and messaging.
Built in Concord. For Contra Costa County.
API Accounting, Tax & Advisory, Inc. has been serving Contra Costa County from our Concord office for over 20+ years. We started as a small tax practice and grew — one referral at a time — into a full-service firm covering accounting, payroll, entity, tax planning, IRS representation, and financial planning.
Along the way we've stayed intentionally small enough that clients still work with the same people year after year. We know our clients' businesses, their families, and their goals — and we plan accordingly.
Pay what you owe. Not a penny more.
We believe good tax work is proactive, not reactive. That's why we build tax planning into every engagement — quarterly for businesses, annually for individuals — so we're looking for savings while there's still time to act.
We don't sell financial products. We don't push proprietary funds. Our advice is independent, and our fees are transparent and quoted before we start.
A clear, predictable client experience.
We listen first. A no-pressure conversation to understand your situation.
You get transparent pricing and scope in writing before any work begins.
Secure document exchange, e-signature, and messaging — all in one place.
Year-round communication, quarterly check-ins, and annual planning.
Experienced leadership. Client-centered.
Bio coming soon
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Located at 1001 Galaxy Way, Suite 205, Concord, CA 94520.
Let's talk about your situation.
Whether you're a growing business or a family with complex returns, the first call is on us.