Kelly Fang

With over 15 years of experience in public and corporate tax and accounting, I specialize in providing strategic tax planning, compliance, and accounting services to individuals and businesses. I hold a Bachelor’s degree in Accounting with a minor in Finance from California State University, East Bay, and a Master of Science in Taxation from San Jose State University.

I began my career at a local CPA firm, where I worked closely with individuals and small businesses on everything from personal tax returns to complex business filings and day-to-day accounting. This hands-on experience gave me a strong foundation in delivering personalized and practical financial solutions that support long-term growth and compliance.

My professional journey continued with five years at a Big 4 accounting firm, where I focused on state and international tax, research and development (R&D) credits, and complex tax advisory. I later worked as a senior tax accountant for a Fortune 500 company, further deepening my expertise in corporate tax strategy and regulatory compliance.

I have a deep passion for helping small businesses grow. Understanding the challenges business owners face, I provide personalized tax strategies and financial guidance to support their growth and success. My services include tax research and memos on transactions, international tax issues, and new legislation. I also advise on tax-saving strategies, such as entity restructuring and accounting method changes. Additionally, I offer outsourced accounting service, managing financial records, general ledgers, payroll, accounts payable, and receivables.

Dedicated to delivering accurate and efficient tax solutions, I help my clients navigate the complicated tax laws, ensuring compliance while optimizing financial outcomes.

Founder

Hobbies and Interests

About Me

When I’m not working, I love taking advantage of the beautiful Bay Area weather. I enjoy being outdoors—some of my favorite activities include pickleball, hiking, camping, and drawing.