Maxval CPA

At MAXVAL, we are a leading tax and accounting firm in the Bay Area, San Jose, California, with a legacy of delivering exceptional services to our clients. Our firm is built on the foundation of professionalism, quality, and responsiveness, ensuring that each client receives personalized attention and expertise.

Our Story

MAXVAL is founded on the solid experience of our partners, who have practiced as accountants in Big 4 Accounting Firms and Industries. We have a deep understanding of complex international operations and business development, enabling us to deliver tailored solutions for entrepreneurs and enterprises. Our team is comprised of experienced professionals, including Certified Public Accountants (CPAs) and certified experts in areas such as Mergers and Acquisitions, Financial Planning, and International Taxation.

Our Services

At MAXVAL, we offer a wide range of services designed to cater to the unique needs of our clients. Some of the services we offer include:

Tax Returns for Business and Individuals

We prepare and file tax returns for businesses and individuals, ensuring that favorable results are achieved. Our expertise lies in understanding the complex tax laws and regulations, allowing us to minimize tax liabilities and maximize savings.

Accounting and Bookkeeping

We provide reliable accounting bookkeeping and reporting services, ensuring that our clients' financial records are accurate and up-to-date. Our services include payroll processing, financial planning, and budgeting.

Business Incorporation

We offer expert guidance on company formation and registration in the United States, ensuring that our clients' business operations are compliant with tax laws and regulations. Our services include business incorporation, tax strategies, and financial planning.

International Tax Structure and Strategies

When expanding businesses internationally, it's essential to ensure tax compliance and planning. Our team of experts provides professional international tax planning, international accounting, and consulting services, ensuring that our clients minimize their overall tax burden.

Merge and Acquisition and Due Diligence

We provide expert services in merge and acquisition, including due diligence, financial modeling, and deal structuring. Our team of experienced professionals ensures that our clients' interests are protected and that transactions are executed smoothly.

Part-Time CFO Consulting

At MAXVAL, we understand the importance of financial leadership. Our part-time CFO consulting services provide entrepreneurs and businesses with expert financial guidance, ensuring that their financial goals are achieved.

About Our Team

At MAXVAL, we take pride in our team of experts. Our managing partners, Li Wang, CPA, and Michael Ownby, CPA, bring extensive experience in international business, M&A, and taxation to the table. Amy Su, CPA, our managing advisor, is a seasoned expert in tax and auditing, with over 20 years of experience.

Our Commitment

At MAXVAL, we are committed to delivering exceptional services to our clients, allowing them to focus on their core business while we take care of their financial and accounting needs. We are dedicated to being responsive to our clients' needs, providing personalized attention and expertise.