Our Services
We take a proactive vs. reactive approach to tax services. Tax laws are complex and ever-changing and we stay current on new tax laws and their implications for your businesses and personal finance. With broad industry knowledge, we help our clients navigate this changing landscape throughout the year. Our clients include many successful high net worth individuals and businesses crossing different industries from bio-technology, life science to real estate, manufacturing, wholesale and hospitality etc.
- Tax planning and preparation
Planning is the key in our approach to serving our clients. We work closely with our clients when transactions are taking place so that they do not face surprises down the road. We offer tax compliance solutions to corporations, partnerships, individuals and other business entities with a comprehensive view of their personal and business finances in mind.
- IRS and FTB representations
We have extensive experience working with our clients and taxing authorities to resolve tax controversies and issues. No tax issues are alike, so we tailor our approach to suit your unique situation and to ensure that our clients are properly represented.
- International tax planning and compliance
International tax regulations are complex and the penalties of not complying are high. We are specialized in this area whether you are an U.S. taxpayer investing overseas (outbound) or a non-U.S. person doing business in the U.S. (inbound). Over the years we have developed a professional network consisting of many highly respected attorneys, bankers, wealth managers and real estate and insurance professionals who can help our clients as a team.
- Business consulting
We are always available to listen and understand the needs of our clients, whether they just have a “quick” question or are going through a major transaction. We help many of our clients from their business inception, to going through the business life cycle, all the way to exploring exit strategies if that is desired. We provide our analysis and ensure that our clients understand how that impacts their business and personal financial bottom lines.
- Accounting and compilations
We assist our clients in their bookkeeping and other accounting needs to ensure accurate accounting records are always available when they need them.
- Estate and gift planning and wealth transfer strategies
We work with our clients to design a long-term estate and gift plan that is suitable to their situation. We have extensive experience in this area and have helped many clients to achieve their goals. We work closely with our clients and their legal counsels, understand our client’s needs and their family and business dynamics, and walk through every step with them during the process, utilizing various estate and gift techniques such as Grantor Retained Annity Trust, Irrevocable Life Insurance Trust, Charitable Remainder Unitrust, and Charitable Lead Trust etc.