Business Details
18 Years
experience
Trusted CPA Services in San Francisco for Tax & Accounting Needs
As a licensed Certified Public Accountant in California with over two decades of experience, I have dedicated my career to providing comprehensive accounting and tax services to small and medium-sized businesses across the San Francisco Bay Area. My expertise spans complex tax planning, multi-state filings, IRS compliance, and virtual bookkeeping, supported by advanced certifications in QuickBooks and other cloud-based accounting platforms. I prioritize personalized service, leveraging deep industry knowledge to identify tax-saving opportunities and streamline financial operations for clients. My commitment to accuracy and client education ensures businesses receive tailored solutions that align with their unique goals. With a track record of saving clients money while maintaining 100% response rates within one business day, I focus on building long-term relationships grounded in trust and transparency. All services are delivered by qualified U.S.-based professionals, ensuring compliance with the highest standards of quality and confidentiality.
Services
Tax Preparation
Virtual Bookkeeping
Payroll Services
Virtual CFO
Tax Planning
Expat Tax Services
Multi-State Tax Filings
IRS Audit Support
Details
- Year established: 2008
Highlights and features
- 20+ years of experience serving San Francisco Bay Area businesses
- All work completed by U.S.-based, licensed CPAs and accountants
- Certified QuickBooks Advanced ProAdvisor with virtual accounting expertise
- 100% response rate within one business day for client inquiries
- Proven track record of identifying tax savings exceeding service fees
Associations and certifications
- California Board of Accountancy
- QuickBooks Advanced ProAdvisor
What people say
Found missed deductions saving hundreds
Technical skills and client commitment
Improved booking system guidance
Accurate financial statements for credit approval
Quick, organized, and responsible service
Services
Tax Preparation
Comprehensive tax return preparation for individuals and businesses, including complex multi-state filings. Our CPAs identify deductions and credits to minimize liabilities while ensuring compliance with federal and state regulations. Services cover income tax, payroll tax, and expat tax needs.
Virtual Bookkeeping
Cloud-based bookkeeping using QuickBooks and Xero platforms. We manage financial records, bank reconciliations, and monthly reporting remotely. Clients receive real-time access to balance sheets, income statements, and customized financial insights for informed decision-making.
Payroll Services
Full-service payroll management including direct deposits, tax withholding calculations, and regulatory filings. We handle federal, state, and local tax remittances, ensuring compliance with labor laws while saving businesses time and administrative burden.
Tax Planning
Proactive year-round tax planning to optimize savings through deductions, credits, and entity structuring. We conduct mid-year reviews and develop strategies before deadlines to maximize financial benefits for businesses and high-net-worth individuals.
IRS Audit Support
Expert guidance during IRS audits, including documentation preparation and official communication. Our CPAs ensure compliance with tax codes while advocating for clients' interests, resolving issues related to underpayments, penalties, or filing discrepancies.
People
Ying McKee
Certified Public Accountant
Licensed CPA in California with a Master's in Accounting and 20+ years of experience. Specializes in small business tax strategy, QuickBooks certifications, and virtual accounting solutions. Holds advanced degrees in International Business and Economics.
Questions
What accounting services do you offer for small businesses?
We provide virtual bookkeeping, payroll processing, financial reporting, sales tax filings, and customized accounting solutions using QuickBooks and other cloud platforms.
How do your tax preparation services differ from software like TurboTax?
Our licensed CPAs identify complex deductions and tax strategies tailored to your business, ensuring compliance while maximizing savings that software alone might miss.
Can you handle multi-state or international tax requirements?
Yes, we specialize in multi-state tax filings and international tax planning for businesses with cross-border operations or expatriate needs.
What is your experience with IRS audit support?
With over two decades of experience, we provide comprehensive IRS audit representation, ensuring accurate documentation and compliance with tax regulations.
How does your virtual accounting process work?
Clients securely upload documents via our portal, and we handle bookkeeping, tax filings, and reporting remotely using cloud-based software like QuickBooks Online.
Reviews (7)
Guy Johnson
Nov 25, 2017
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Ying's the best accountant I've ever worked with, and I've had a few. Proactive, clear, creative, smart.
Anita Lekic
Nov 25, 2017
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Ying is an excellent professional and not only did my filing for this year, saving me quite a large sum of money, but she also went back all the way to the 2014 returns, so I got a refund for every single year. I recommend her highly.
Sherri Fuller Chambers
Nov 25, 2017
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What an excellent website! Ying is outstanding and on top of all the latest tax changes. She's very flexible and so helpful in every way. She has my highest recommendation.
Ada W.
Jan 19, 2017
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Ying has been amazing. She is knowledgeable and always gets to the heart of the issues quickly. We feel that we were given quality advice and enjoy working with her the whole time.
Patrice S.
Jan 19, 2017
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It is rare that you meet an individual that is as competent, informative and professional, coupled with a real sensitivity to your particular company needs. Ying McKee is that rare individual. Her judgments and recommendations have always proved to be winning combination. Anyone that has the choice of working with her will find that they have added a new asset to their balance sheet.
Chris O.
Jan 19, 2017
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Ying has an innate understanding of her clients' needs and really works towards the best interests of all clients, both current and prospective. I highly recommend Ying's services to my own clients.
Zack S.
Jan 19, 2017
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Thank you Ying, we are very proud of your work and of the quality of the financial statements you produced! Our Surety and Bonding Broker both loved it, and we can now open a critical line of credit. We appreciate your consultation and special consideration of our needs as a small business. Thank you very much for the fantastic effort.