Call (408) 260-2578 / (510)857-5712

Services Mission

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Our mission

Our Value:  Preparation Services + Protection + Trust + Advice + 5 Star Customer Service

Our mission is to HELP YOU PROSPER.  Not only we prepare your taxes, but also can help you minimize your tax burden, maximize your personal wealth, and grow your business.  How?  Through sound, practical tax, financial and business advice.    

We are taxation experts, therefore we are tax advisors.  We are personal finance experts, therefore we are financial advisors.  We are business experts, therefore we are business advisors.  Also, we are an individual's
most trusted advisor.

We provide the following services for accounting, tax, financial, and consulting:


Consulting Service

Small Business Advisor
By providing accounting and auditing services, tax services, management consulting services, and financial planning services, We help small businesses prosper and face their competition with confidence.
Management Consultant
Our technical knowledge, training, and business experience enable us to provide a broad range of management advisory services

Tax Service

Tax Audit Representative
We specialize in all kind of tax audits and deal with Internal Revenue Service and State tax agencies for businesses and individuals
Business Tax Returns Preparation
A variety of small business tax returns are prepared each year.
Individuals Tax Return Preparation
Tax returns and filing instructions have been prepared for a lot of individual clients each year.
E-file Provider
We provide E-file for individual income tax, and all kind of business entity income tax, payroll tax, sale and user tax.
Tax Advisor
We are taxation experts, therefore we are tax advisors
Tax Planning
Long term, annual and mid-year tax planning and tax forecasting services.

Financial Service

Financial Planning
Personal financial planning is important to individuals at all income levels. Faced with complicated and ever-changing tax laws, rising and falling inflation rates, and an explosion of investment opportunities, many individuals are finding that the expertise of us can help them make the most of their money.
Retirement Planning
We have all different kind of investment products which provide safe and better return for worry free retirement life.
Education IRA Plan
We have all different kind of investment products which provide safe, better return, and tax benefit for childern futurn education needs.
Real Estate Investment
We provide residence & commercial real estate investment as one of tax saving strategies
Loan / Refinance Analysis
We help clients to do loan and refinance analysis from tax saving point of view in order to get the best tax benefit.

Accounting Service

Financial Statements
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.
Complete bookkeeping services for small businesses.
QuickBooks Cloud ProAdvisor
Complete QuickBooks services includes cloud version for new and small business.
Outsourced CFO Service
Budget, Forecast & Plan for More Profit - Simply reviewing your historical financial statements is not enough! Operate like the big companies: Budgeting,forecasting and planning is always the center piece of the financial management system for the large stand best companies in the world.
Payroll Services
Total payroll services for small business clients.
Incorporations Service
We provide complete incorporation services for all different type of entities for profit and non-profit.