Our Services
What we offer
Tax return preparation
Our CPA will review your prior year tax returns and current year tax documents to make sure they are in compliance with related tax laws and regulation.
tax planning
We will review your business and personal financial situations to identify opportunities to improve your tax efficiency.
irs representation
Our CPA will represent you and your business in front of IRS to help you apply for an abatement of tax penalties, exemption, and resolve a tax audit.
retirement planning
Need help with 401(k), IRA, SEP, or solo 401(k)? We will help you set up retirement accounts according to your situation, whether you are a business owner, self-employer, an employee, or a business.
tax entity set-up & s elections
Our CPA will help you set up the right type of entity according to your needs and situation and make the right election at the right timing to help you strike a balance between legal protection and tax minimization.
life insurance, long-term care, & annuities etc.
Life insurance is no longer for the sole purpose of protection. It has become a versatile and flexible financial tool that provides beneficiaries with a tax-free death benefits; generate tax-deferred cash accumulation; create access to cash value; protect yourself from creditors; and create a cash source at a time of terminal illness. We also design long-term care plans and annuities.