Business Details
We are a leading tax and accounting firm in the Bay Area, leveraging decades of experience from Big 4 firms and industry roles to deliver tailored solutions. Our expertise spans international operations, business incorporation, tax strategies, and M&A due diligence, ensuring clients receive comprehensive financial guidance. With a commitment to professionalism, quality, and responsiveness, we prioritize personalized attention for each client. Over 20 years, our team has supported entrepreneurs and enterprises through complex financial challenges, including tax compliance, CFO consulting, and SEC reporting. Li Wang, our Managing Partner, brings 20+ years of experience in M&A, PE funds, and international tax structuring, having led projects at PwC, public companies, and Silicon Valley startups.
Amy Su, CPA, contributes 20 years of Big 4 audit and tax expertise, ensuring rigorous standards in financial planning and client service. Michael Nanny adds multidisciplinary accounting knowledge from Fortune 500 and government roles. We grow through client referrals, reflecting trust in our reliability and technical precision. Our services are designed to minimize tax burdens, optimize financial performance, and support global expansion, particularly between the U.S. and China. By combining deep technical knowledge with a client-centric approach, we empower businesses to achieve long-term success.
Amy Su, CPA, contributes 20 years of Big 4 audit and tax expertise, ensuring rigorous standards in financial planning and client service. Michael Nanny adds multidisciplinary accounting knowledge from Fortune 500 and government roles. We grow through client referrals, reflecting trust in our reliability and technical precision. Our services are designed to minimize tax burdens, optimize financial performance, and support global expansion, particularly between the U.S. and China. By combining deep technical knowledge with a client-centric approach, we empower businesses to achieve long-term success.
Highlights and features
- We provide 20+ years of leadership experience in international tax and M&A from Big 4 alumni.
- Our team includes CPAs with public company, startup, and Fortune 500 expertise.
- We guarantee personalized service through direct partner involvement in every engagement.
- We specialize in cross-border operations between the U.S. and China with localized strategies.
- We offer part-time CFO services combining strategic planning with compliance expertise.
Services
Tax Returns
We prepare and file precise business and individual tax returns using client-specific data to optimize outcomes. Our service targets entrepreneurs and enterprises requiring compliant, strategic tax management. Benefits include minimized liabilities, maximized refunds, and assurance of regulatory adherence through rigorous review processes.
Business Incorporation
We guide new businesses through U.S. incorporation, structuring entities for operational and tax efficiency. This service assists domestic and international clients establishing American operations. Key benefits include tailored entity selection, compliance setup, and strategic tax planning for sustainable growth.
International Tax
Our international tax services address cross-border operations, particularly U.S.-China transactions. We help multinational enterprises manage tax compliance, transfer pricing, and global structuring. Clients benefit from reduced tax burdens and optimized financial flows through expert regulatory navigation.
Part-Time CFO
We deliver executive financial leadership for growing businesses without full-time CFO needs. Services include budgeting, SEC reporting, and M&A support. Clients gain strategic financial expertise, improved decision-making, and operational efficiency through customized consulting engagements.
M&A Due Diligence
We conduct comprehensive financial and tax due diligence for mergers and acquisitions. This service targets companies evaluating targets or undergoing transactions. Benefits include risk identification, valuation accuracy, and structured deal execution through detailed forensic analysis.
