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Contact Us #714-680-6104
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Accelerate Your Financial Success with a Tax-Centric Approach

Your reliable partner for comprehensive and affordable tax and financial services. My mission is to help you effectively address your tax challenges and navigate your financial journey with confidence and peace of mind.

Why Work with Me?

My professional journey has led me to believe in more than just compliance. I focus on forward-looking tax planning, accounting solutions, and legacy wealth transfer. From ensuring tax compliance and financial consolidation to projecting budgets and offering business advising, I am committed to crafting actionable strategies tailored to your needs.

 

After earning a bachelor’s degree in China in 2006, I took a significant risk by moving to the United States, embracing an unfamiliar adventure. I subsequently received my MBA Accounting & Finance in 2009. Throughout my career, I have guided clients through tax returns, bookkeeping, and financial statements. In doing so, I have discovered that behind every number lies a unique story of triumphs, challenges, and aspirations.

 

My dedication is unwavering, regardless of the size of your resources. I am driven by a genuine passion for helping people achieve their tax and financial goals and deliver measurable results.

 

Take the first step towards tax and financial empowerment. Contact me today for a free, no-obligation consultation.

Book A Consultation

Service Offerings

I provide comprehensive tax preparation services to ensure your tax returns are accurate, timely, and reduce your tax liability while maximizing your potential refunds.

I go beyond filing your taxes. I work with you year-round to develop personalized strategies that minimize your tax liabilities and align with your financial goals.

Starting a business can be daunting. I guide you in choosing the right business structure and setting up your corporation to ensure all legal and tax requirements are met.

I advise on accounting methods (cash, accrual, or hybrid) based on your business financing goals. I also provide ongoing bookkeeping services, ensuring your financial records are accurate, organized, and up to date. I will analyze the financial statements to ensure your business remains on a solid financial footing.

I provide guidance on financial decisions throughout all stages of your business, identify and mitigate financial risks to protect and grow your business, enhance current business operations, and develop strategies for eventual business exits and transfers to maximize value and ensure smooth wealth transitions from business to family members in a tax-efficient approach.

Let's get in touch

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