Making proactive planning and simplified filing

Access tax services anyhere. Enjoy the flexibility of virtual consulting over the phone or Zoom.

Simplified filing process. Upload, review, done. Everything is on the cloud.

Customized services. Every tax situation is unique, and requires a tailored solution to maximize your tax benefits.

Tech
Retail
Real Estate
Finance
Education
Gaming
E-Commerce
My company is going public! How shall I plan for my ISO?Renting out part of my house. What are deductible?I worked abroad and paid taxes there. What are my options?Moving out of California!!When shall I sell my company's stocks?How much is my estimated tax payment?My relatives are transferring funds to me.

FAQ

What are your expertises?

We provide tax filing and planning services to individuals and local small businesses. Approximately 65% of our clients have stocks or options, 50% are visa-holders, 30% invest in real estate and 30% have their own businesses. Along with that, we work with other CPAs for accounting service.

Who are the professionals?

Principal CPA Carey received her Bachelor and Master Degree in Accounting, and developed her professional experience by first serving as a tax auditor and later working in a regional firm.

How did it all start?

Carey's old friend, an F-1 visa holder on OPT status, was working in a mobile gaming company. It was difficult to find a tax software to address nonresident compliance, stock options, and multistate filing. Meanwhile Carey's pet groomer was considering incorporating her practice and hiring employees. It was confusing reviewing the compliance requirement and tax calculation among various business entities. Carey researched on their specific tax issues and helped with the filing. Thanks to clients referrals, our practice grew beyond the neighbourhood and expanded over the Bay Area.

What is the average turn around time?

During tax season from January to April, we will respond within 3 busines days.

What if there are errors?

If it was our mistake, we will respond to the tax authorities at no additional charge.