KY & Associates, Inc. is a trusted tax and accounting service firm based in Cupertino, California. Founded by experienced professionals with extensive industry knowledge, we're dedicated to empowering individuals and small/mid-sized businesses to maximize their financial potential through personalized tax planning, bookkeeping, and financial guidance.
Our Mission
Our purpose is to enable our clients to achieve optimal financial outcomes through:
- Tailored year-round services: We offer a comprehensive range of tax services, bookkeeping solutions, and financial planning tailored to your unique needs and aspirations.
- Accuracy & Reliability: We prioritize accurate and reliable services, ensuring compliance with current regulations and maximizing your potential deductions and credits.
- Competitive Pricing: Our services are competitively priced, with transparent and upfront fees so you know exactly what to expect.
Our Expertise
Our team of experienced professionals offers expertise in various areas including:
Individual Tax Services
- Tax return preparation and filing
- Check refund status
- Report of foreign accounts
- Tax treaty assistance
Business Tax & Accounting Services
- Tax return preparation and filing for corporations, partnerships, and sole proprietorships
- Business bookkeeping services
- Tax planning and compliance
- Financial planning & management
Specialized Services
- Assistance with AMT, AMT credit, ISO, ESPP, and other stock transactions
- Guidance for foreign nationals, first-year arrivals, and expatriates
- Reporting of foreign assets
- Handling amended returns and rental income
Client-Focused Approach
At KY & Associates, Inc., we believe in a client-centered approach. We:
- Provide personalized attention and dedicated service
- Maintain open communication and transparency
- Work collaboratively with you to achieve your financial goals
- Offer flexible engagement options to accommodate your needs
Join us on your journey towards financial success!
Overall Impressions
The reviews for Kelly, a certified public accountant (CPA), are overwhelmingly positive, with three reviewers out of four giving her the highest rating of 5 stars. Only one reviewer had a negative experience.
Positive Feedback
Kelly's clients praise her for her expertise, professionalism, and exceptional customer service. Reviewers mention that she is knowledgeable, patient, and provides clear explanations. They also appreciate her reasonable fees, attention to detail, and willingness to go above and beyond. Her ability to handle complex tax situations and provide personalized solutions is also highlighted by several reviewers.
Negative Feedback
One reviewer, Martha S., had a poor experience with Kelly. They found her to be unprofessional and inexperienced in handling complicated tax situations. They ultimately had to check their tax return themselves, which was not satisfactory.
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