Business Details
36 Years
experience
Trusted Certified Public Accountant Services in SF Bay Area
Established in 1990, Harry K. Jeung, CPA has provided tailored financial guidance to individuals and businesses for over three decades. Our team combines deep expertise in tax planning, accounting, and advisory services to help clients navigate complex financial landscapes. We prioritize understanding each client's unique needs, offering personalized strategies that align with short-term objectives and long-term goals. With a focus on accuracy, compliance, and proactive planning, we serve diverse industries including healthcare, real estate, technology, and nonprofit sectors.Our commitment to quality is underscored by a guarantee to absorb penalties for errors and provide free audit representation. By integrating cross-industry insights and maintaining open communication, we build lasting relationships rooted in trust and value creation.
Services
Tax Preparation
Bookkeeping
IRS Representation
Financial Planning
Estate Tax Services
Audit Preparation
Entity Structuring
Retirement Planning
Details
- Year established: 1990
Highlights and features
- Over 30 years of localized financial expertise in SF Bay Area
- Guaranteed error-free tax returns with penalty coverage
- Personalized IRS representation and audit defense services
- Cross-industry insights across 20+ specialized sectors
- Commitment to 24/7 client communication and transparency
Associations and certifications
- CPA
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal, state, and local regulations. Our team identifies all available deductions while maintaining low audit risk. Specializing in complex returns for high-net-worth clients and diverse business structures.
IRS Representation
Our firm offers full audit defense services, including direct communication with IRS agents and documentation management. We guarantee error-free returns and absorb any resulting penalties from our prepared filings. This includes correspondence resolution and settlement negotiations.
Financial Planning
We create customized financial roadmaps for retirement, estate planning, and investment decisions. Our services integrate tax optimization strategies tailored to individual risk tolerance and long-term objectives across multiple industries.
Bookkeeping
We offer cloud-based bookkeeping and write-up services with real-time financial reporting capabilities. Our systems ensure accurate record-keeping compliant with GAAP standards, supporting businesses in tracking cash flow and preparing for tax obligations.
Entity Structuring
Our advisors assist in selecting optimal business entities while considering tax implications, liability protection, and operational needs. This includes restructuring existing entities for improved efficiency and compliance with changing regulations.
People
Harry K. Jeung
CPA, MA (Taxation)
Certified Public Accountant with over 30 years of experience specializing in tax strategy and financial planning. Masters degree in Taxation from Golden Gate University, dedicated to personalized client solutions.
Questions
What tax services do you specialize in?
We offer comprehensive tax planning, preparation, and filing for individuals and businesses, including IRS representation and audit defense specific to SF Bay Area regulations.
How do you handle IRS audit representation?
Our firm provides free audit defense services for errors on our prepared returns, including penalty coverage and direct communication with tax authorities.
Do you work with specific industries?
Yes, we serve over 20 industries including healthcare, construction, tech startups, real estate, nonprofits, and professional services firms in the Bay Area.
What accounting software do you support?
We work with QuickBooks, Xero, FreshBooks, and cloud-based platforms for bookkeeping, write-up services, and financial reporting.
How are your financial planning services structured?
We offer retirement planning, estate tax optimization, and investment strategy services tailored to individual clients' net worth and risk profiles.
What distinguishes your CPA firm from others?
Our 30+ years of local expertise combined with cross-industry knowledge and our error guarantee with penalty protection differentiate our services.
