A Professional Tax and Accounting Firm
Corporation, Partnership, LLC
Business Formation, Payroll, Sales, Financial Reports
Individual, Business, Trust, Gift, Estate, Non-Profit
Preparation, Planning, Consulting
Domestic Outbound – Foreign Income / Information Reporting
Foreign Inbound – NRA Withholding / IRS CAA
By Phone, Mail, E-Mail, Teleconference, Video-Conference
Providing Service directly to where you live
From Tax Planning to Income Planning to Retirement Planning
From choosing an Entity Type to Budgeting to Financial Report
Local – Mom and Pop Businesses
International – Parent and Subsidiary Businesses
Most people start with consulting service which is to
— Help answer your list of questions
— Help you understand the current situation
— From here, How to get to your goal
Give us a call or send us an email to schedule your consulting appointment today!
Most service is charged on a per-project basis.
One-time or special services are charged by time.
Tax Return Project is charged based on:
1. Amount of time required from the start to the end
2. Complexity and audit risk of the project
3. Client collaboration and completeness of documentation
Trust worthy, reliable and very kind. The best quality of Daniel is very clear about what he says. You’ll get your tax done and so much more. — Mint C. —
Very professional and trusted service from Daniel. Had provided both tax and accounting related service for me since 2015. Excellent! — Yang L. —
I used Daniel to handle the merger (I merged law firms) to make sure our books/accounts were in order.
He did an exceptional job advising us on how to make sure our accounts were still balanced after the merger.
He does a great job keeping track of our payroll and bookkeeping so there are no mistakes.
— Eric C. —
– John F. Kennedy –
Years of experience
Providing Bilingual Service
ENGLISH | CHINESE
Cases served
High Net Worth, Stock options, Retirements, Real Estate, 1031 Exchange & Foreign Compliance – FBAR, FATCA, Informational Reporting
Restaurant, Construction, Retail, Wholesale, Import, Expense, Franchise, Medical office, Law Firm, Advertising, Creative Artist, Professional Athlete
Business Structure planning for Domestic and Foreign shareholders
Full tax & accounting service for business
From initial formation to year-end tax filing
If you are a U.S. person and overseas income
If you pay taxes or have a business in another country
This is for You!
C-Corp | S-Corp | Partnership | LLC | SMLLC | Trust
How to best utilize the right entity for your business
Did you know…there is a positive correlation between Tax Saving and Tax Planning?
Need an ITIN?
We are IRS Certified Acceptance Agent
We are here for you! Whether you only have one W-2 or have 50 K-1s and 20 Real Estate Investments