Business Details
25 Years
experience
Expert Tax Advisory and Planning Services in Silicon Valley
Premier Tax Advisors, founded in 2001, brings over two decades of expertise in tax advisory and financial planning. Our team of certified professionals specializes in crafting personalized tax strategies for engineers, real estate investors, and business owners. We pride ourselves on responsive service, leveraging our deep understanding of taxation to minimize liabilities and maximize wealth growth.Our commitment to client-centric solutions is evident in our tailored approach to tax planning, retirement strategies, and audit support. As a virtual firm, we combine flexibility with professionalism, serving clients across the United States while maintaining a focus on local needs in Silicon Valley.
Services
Tax Planning
Tax Preparation
Business Advisory
Retirement Planning
Tax Audit Services
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of tax expertise in Silicon Valley
- Our team holds CPA, CFP, and EA certifications
- We respond to calls and emails promptly
- We specialize in tax strategies for engineers and investors
- Our virtual services accommodate nationwide clients
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- Enrolled Agent (EA)
What people say
Valuable tax strategies
Timely responses
Expert guidance
Personalized approach
CPA expertise
Services
Tax Planning
Our tax planning services identify opportunities to reduce tax liability through personalized strategies. We analyze your financial situation to develop customized plans that align with your short- and long-term goals. Clients benefit from proactive guidance that maximizes savings while ensuring compliance.
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, specializing in complex returns for engineers and investors. Our CPAs ensure accurate filings with federal and state agencies while identifying deductions. Clients receive detailed explanations of their tax positions.
Retirement Planning
Our retirement planning service creates pathways to financial security through tax-efficient strategies. We help clients transition from wealth accumulation to sustainable income streams. Personalized plans consider investment structures, Social Security optimization, and estate considerations.
Business Advisory
We advise businesses on tax structures, cash flow management, and growth strategies. Our team helps with entity selection, payroll systems, and profit optimization. Clients gain insights to improve financial performance while maintaining regulatory compliance.
Tax Audit Services
Our audit defense service prepares clients for IRS examinations while implementing preventive measures. We represent clients during audits and provide documentation support. Services include risk assessment and audit response strategies tailored to individual and business needs.
People
Brian Chong
Tax Partner
CPA, CFP, EA with 20+ years of taxation experience. Former auditor turned entrepreneur, specializing in tax strategies for Silicon Valley professionals. UC Berkeley economics graduate and San Jose State taxation master.
Nam Nguyen
CPA
Licensed Certified Public Accountant with expertise in individual tax compliance and planning. Specializes in serving technology professionals and investors in the Bay Area.
Scott Essex
CPA
Certified Public Accountant focusing on business tax strategies and retirement planning. Brings technical expertise to small business clients and real estate investors.
Questions
Do you prepare tax returns for all 50 states?
Yes, we prepare state tax returns for all 50 US states as part of our nationwide service.
What payment methods do you accept?
We accept Zelle, Venmo, and checks for our accounting and tax preparation services.
What are your rates for tax preparation?
Individual tax returns start at $1,500 and business returns at $2,500, depending on complexity.
How accessible are your tax professionals?
We respond to calls and emails promptly and offer Zoom meetings from 9:00 AM to 5:00 PM PST during tax season.
