Tax & Accounting Advisory

Our
Story

After two decades of advising clients, we know that successful tax strategy begins with proper planning.

Knowledge, experience, and insight are key.

We customize our services and believe in a partnership approach that tailors a tax plan to benefit you now and in the future.

Our Approach

The myriad of complex U.S and international tax laws and regulations make decisions feel daunting for businesses. By taking the time to understand your business structure, your goals, and your vision, we can minimize your tax liabilities, protect your business profits and support your long-term growth.

We provide a full spectrum of tax advisory and regulatory compliances services.

We will work diligently as a trusted advisory to ensure that business owners and individual clients don't miss out on opportunities to optimize their tax position. From underutilizing deductions to inaccuracies in reporting income, the challenges feel overwhelming. Moreover, life changes such as marriage, homeownership, or retirement introduce new layers of complexity that require a nuanced perspective.

Meet Our Tax Leader

David Chang, CPA

His expertise encompasses tax consulting and compliance services for corporations and high-net-worth individuals. He serves a wide range of domestic and international industries, including technology, manufacturing, and professional services.

Mail

Tax Planning & Compliance Services

Comprehensive tax planning and compliance services designed to optimize tax strategies, ensure regulatory compliance, and maximize savings for individuals and businesses. Our approach combines strategic planning, accurate reporting, and proactive guidance to align financial goals with tax efficiency.

Business Tax Return Preparation

Streamline your success with expert business tax preparation. We handle the complexities of tax compliance so you can focus on growth, maximizing deductions and ensuring your business benefits from every available tax advantage. With our strategic guidance, you’ll be well-prepared for each tax season and positioned for long-term financial strength.

Foreign Reporting and Disclosure

Foreign reporting and disclosure ensure compliance with U.S. tax laws for businesses and individuals with international operations or investments. This includes reporting foreign income, assets, and financial interests to avoid penalties and maintain transparency. Proper foreign reporting helps mitigate tax risks, ensures accurate filings, and promotes global financial integrity, safeguarding your business or personal financial standing on the international stage.

Individual Tax Return Preparation

Personalized individual tax preparation services focused on accuracy, maximizing deductions, and simplifying the tax filing process. We provide expert guidance to ensure compliance while minimizing liabilities, giving clients peace of mind during tax season.

Multi-state Tax Return Preparation

Navigate multi-state tax filing with ease. Our specialized expertise ensures accurate compliance across jurisdictions, minimizing tax burdens while maximizing deductions. We simplify the complexities of multi-state regulations, allowing you to focus on your business with confidence in your nationwide tax strategy.

Real Estate Tax-deferred Exchanges

Unlock the potential of your real estate investments with our Real Estate Tax-Deferred Exchange service. This strategy allows you to defer capital gains taxes by reinvesting your proceeds into like-kind properties, maximizing your wealth while maintaining long-term growth. Whether you're looking to upgrade your portfolio or diversify, our experts guide you through every step of the process, ensuring you make the most of your real estate transactions.

Trust Tax Return Preparation

Optimize your legacy with expert trust tax preparation. Our personalized approach ensures your trust is structured for maximum tax efficiency, preserving more for your beneficiaries and keeping your wealth strategy on track. Rely on us to navigate complex regulations with clarity and precision, so you can feel confident about the future.

Consolidated Tax Returns

A consolidated tax return allows a parent company and its subsidiaries to file as a single entity, streamlining the tax process. This approach can lead to significant tax savings by offsetting profits and losses between the entities, simplifying compliance, and potentially reducing the overall tax burden.

Tax Projection

Stay ahead of your financial goals with our Tax Projection service. We provide a clear, forward-looking strategy to help you anticipate your tax liabilities, optimize deductions, and plan for the future. By projecting your taxes, we empower you to make informed decisions, minimize surprises, and enhance your financial efficiency throughout the year. Let us help you take control of your tax planning with precision and foresight.