What Chek Tan and Company does

Chek Tan and Company, LLP is a Certified Public Accounting firm headquartered in San Francisco, California, that has operated continuously since 1981. The firm offers a full suite of professional services spanning audits, reviews and compilations; tax planning and preparation (including IRS representation, retirement and estate tax planning); management consulting (business plans, SBA financing, M&A advisory, venture capital support); international business services for foreign entities entering the US market (company setup, SEC/IPO assistance, corporate secretarial work); new business formation support; and peer review services for other CPA firms across California. Clients range from sole proprietorships to large corporations, plus individual taxpayers and international businesses, with services delivered in English and Chinese. Each engagement is personally supervised by founder Chek Tan, who serves as Supervising Manager, and the firm emphasizes continuity by reusing the same personnel on repeat engagements.

The firm's technology stack is conventional and non-differentiated: it supports MYOB and QuickBooks (Primer and Pro) accounting software, maintains a computerized tax research library, and operates a secure client portal (chektan.firmportal.com) for document exchange. High-end accounting systems can be custom-configured by outside software contractors. The firm's distribution model is direct professional engagement — no channel partners, referral networks, or digital marketing funnels are documented. Pricing is engagement-based and quote-driven for most services, with peer review fees publicly disclosed at $400-$4,000 per review depending on type.

Revenue is not disclosed. The firm operates as an independent LLP with no parent company, no subsidiaries, no external investors, and no funding history. The legal entity is Chek Tan and Company, LLP, domiciled in California. Growth signals are limited to the bilingual website capability and international business services practice; the firm shows no M&A activity, no leadership transitions, no patents or trademarks, and no AI/ML capabilities. Overall, the business profile is that of a long-tenured, founder-led local professional services firm with diversified SMB and mid-market accounting exposure, stable operations, and minimal technology or capital structure differentiation.

Name

Chek Tan and Company

Legal name

Chek Tan and Company, LLP

Website

https://chektan.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

11–50 employees

Short description

Chek Tan and Company is a San Francisco-based Certified Public Accounting firm founded in 1981, offering audits, tax, management consulting, international business setup, and peer review services to businesses, individuals, and CPA firms across California and internationally.

Ownership category

akta.pro rank

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Accounting & Auditing Services: Provides audits, reviews, and compilations generating financial statements for clients. Revenue is generated through professional service fees for engagement-based work.
2. Tax Services: Tax consulting and compliance services including income tax preparation and planning, retirement and estate tax planning, IRS representation, and payroll/sales/business tax return preparation.
3. Management Consulting: Business planning, bank and SBA relationship building for financing, personnel recruitment, mergers and acquisitions consulting, and high tech venture capital advisory.
4. International Business Services: Full range of services for foreign entities opening businesses in the US, including company setup, international tax consulting, SEC and IPO assistance, and corporate secretarial services.
5. Peer Review Services: Peer review services provided to CPA firms in the San Francisco Bay Area and throughout California. Offers both system reviews and engagement reviews for other accounting firms.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Chek Tan and Company is a Certified Public Accounting firm providing accounting, auditing, tax, and management consulting services to businesses and individuals. Its six service lines include audits/reviews/compilations, tax planning and preparation, management consulting, international business setup, new business formation, and peer review services for other CPA firms. The firm supports accounting systems such as MYOB and QuickBooks, and delivers services in English and Chinese.

Product overview

Chek Tan and Company is a Certified Public Accounting (CPA) firm providing a comprehensive suite of accounting and business management services. The firm operates as a single integrated service offering rather than a platform architecture. Its core portfolio consists of six interconnected service lines: Audits, Reviews & Compilations for financial reporting; Tax Planning & Preparation for compliance and strategic tax advice; Management Consulting Services for business strategy and operations; International Business Services for US market entry; New Business Services for startup setup and accounting systems; and Peer Review Services for other CPA firms. These services are designed to work together, with the firm providing end-to-end support from new business formation through ongoing financial management, tax compliance, and business growth advisory.

Differentiator

Problem solved

Functional benefit

Products and services

• Audits, Reviews & Compilations

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Scale indicators3 records

Recent moves3 records

Expansion highlights3 records

Broad incumbents

• Armanino LLP: One of the largest accounting and business consulting firms in California, headquartered in San Ramon. Offers audit, tax, consulting, and international services to a similar SMB-to-mid-market client base, but operates at materially greater scale than Chek Tan.
• Moss Adams LLP: Top-15 US accounting firm with deep West Coast presence, providing audit, tax, consulting, and industry-specific advisory. Comparable service mix to Chek Tan across accounting, tax, and management consulting, but at significantly greater scale and geographic reach.
• Marcum LLP: Major national accounting and advisory firm with strong California presence, providing tax, audit, consulting, and international services to mid-market and closely held businesses. Directly comparable service portfolio to Chek Tan but at national scale.
• WithumSmith+Brown, PC: Top-30 US accounting and advisory firm offering tax, audit, and consulting services to SMB and mid-market clients. Comparable professional services model but with broader geographic footprint and deeper industry specialization.
• Eide Bailly LLP: Large regional accounting firm providing audit, tax, and consulting services across the West and Midwest. Comparable full-service professional offerings to Chek Tan with similar mid-market client focus but greater regional diversification.
• Crowe LLP: Top-10 US accounting firm offering audit, tax, advisory, and consulting services with significant SMB and mid-market exposure. Overlapping service lines with Chek Tan in audit, tax, and management consulting, but with national delivery capabilities.
• CohnReznick LLP: Top-20 US accounting and advisory firm serving middle-market companies with tax, audit, and consulting services. Comparable service breadth to Chek Tan with particular strength in closely-held businesses, real estate, and international tax.

Direct peers

• Burr Pilger Mayer (BPM): California-based mid-sized accounting and advisory firm headquartered in San Jose, providing audit, tax, and consulting to SMB, technology, and international clients. Closest geographic and service-line comparable to Chek Tan in the Bay Area market.
• Windes & McClary Accountancy Corp: Long-standing California-based CPA firm providing audit, tax, and consulting to closely held businesses and individuals. Comparable mid-sized professional services structure and service mix to Chek Tan with similar client profile.
• Hall & Company CPAs: Southern California-based CPA firm offering audit, tax, and consulting services to SMB clients, including international tax and business setup. Closely comparable in size, service mix, and cross-border tax specialization to Chek Tan.

Market position

Strengths4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chek Tan and Company