Business Details
21 Years
experience
Your Trusted Partner for Accounting & Financial Solutions in San Jose
Estar Firm has been dedicated to empowering small businesses through comprehensive financial and insurance solutions since 2005. Our mission is to guide businesses forward by minimizing risks and navigating the complexities of today's financial landscape. With over two decades of combined experience, our team of certified professionals delivers tailored accounting, tax, financial planning, and insurance services designed to foster sustainable growth. We prioritize a client-centered approach, offering customized solutions and multiple communication channels to ensure client satisfaction. As a trusted outsourcing partner, we integrate services to support overall financial stability, providing one-stop expertise in accounting, tax, financial, and insurance matters.Our commitment to accuracy and efficiency is reflected in our seamless workflow and proficient associates who ensure work is completed with precision. We specialize in helping startups, small businesses, and individuals organize finances, protect against risks, and achieve long-term success. Our track record includes assisting clients during payroll tax audits, workers' compensation premium audits, and other complex financial challenges. We utilize secure cloud-based storage and advanced data protection measures to safeguard client information, ensuring compliance with federal, state, and local regulations. Estar Firm remains committed to growing alongside our clients, offering ongoing consultation and innovative solutions to meet evolving business needs.
Services
Bookkeeping
Payroll
Tax Consultation
Asset Management
Employee Benefits
Insurance
Financial Planning
Audit Support
Risk Assessment
Startup Guidance
Details
- Year established: 2005
Highlights and features
- We offer two decades of combined experience in accounting and financial services.
- Our team provides customized solutions tailored to individual business needs.
- We deliver one-stop expertise in accounting, tax, financial, and insurance services.
- Our work emphasizes accuracy through seamless workflow and proficient associates.
- We utilize secure cloud-based storage and advanced data protection measures.
What people say
Revolutionized bookkeeping
Customized tactics
One-stop shop
Saved money
Avoided fines
Services
Bookkeeping
Our bookkeeping services include real-time financial reporting, bank reconciliation, and secure cloud-based storage. We provide ongoing support for accounts payable/receivable tracking and customizable service packages. Our accurate financial statements help businesses maintain compliance and make informed decisions.
Payroll
We offer accurate payroll processing with automated tax calculations and compliance support. Our services include direct deposit, garnishment management, and integration with accounting systems. We ensure timely W-2 and 1099 reporting while providing detailed payroll analysis for business owners.
Tax Consultation
Our tax services focus on liability minimization and compliance with federal/state regulations. We provide personalized strategies, audit representation, and business entity selection guidance. Expertise includes tax credit optimization and estimated payment planning for individuals and corporations.
Asset Management
We develop customized investment strategies with diversification to optimize returns. Our services include retirement planning, estate management, and tax-efficient investing. Regular performance monitoring ensures clients' financial goals are met through proactive portfolio adjustments.
Employee Benefits
We design competitive benefits packages with compliance support and enrollment assistance. Our services include HSA/FSA setup, retirement plan management, and health program implementation. We help businesses attract talent through tailored benefits strategies.
People
Rong Fu
Founder
CPA/FA with Master of Taxation degree. Leads firm strategy and client service delivery. Specializes in tax compliance and business advisory services for small businesses.
Xianna Zhong
Manager
FA/CPA Candidate with Master of Finance. Oversees financial planning and asset management services. Focuses on helping clients achieve long-term financial goals through strategic planning.
Dongxia Li
Account Executive
Client-focused professional managing day-to-day accounting operations. Ensures timely delivery of bookkeeping, payroll, and tax preparation services for small business clients.
Questions
What industries does Estar Firm serve?
We serve retail, restaurant, technology, hotel, real estate, healthcare, non-profit, and other industries with tailored financial solutions.
Do you handle personal and business accounting needs?
Yes, we provide comprehensive accounting services for both individuals and businesses, including tax preparation and financial planning.
What tax consultation services do you offer?
We provide personalized tax planning, filing, and representation services including entity selection, tax-free account setup, and compliance evaluations.
How do you ensure data security?
We use secure cloud-based storage with 256-bit encryption and multi-factor authentication to protect client financial information.
Can you help foreign companies operating in the US?
Yes, we assist foreign companies with entity formation, US tax compliance, payroll systems, and ongoing financial consultation for market entry success.
What services are available for startups?
We offer business entity selection, accounting setup, financial planning, tax compliance, and ongoing consultation to help startups grow successfully.
