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Emily Chen, CPA, CGMA

Emily Chen, CPA, CGMA


1358 Yosemite Dr Milpitas CA United States 95035

About Business

How can we help you minimize your tax burden, maximize your personal wealth, and grow your business.? Through sound, practical tax, financial and business advice.

We are taxation experts, therefore we are tax advisers. We are personal finance experts, therefore we are financial advisers. We are business experts, therefore we are business advisers. Also, we are an individual's most trusted adviser.

We provide the following services for accounting, tax, consulting, and financing

(I) Accounting
* QuickBooks Online ProAdviser
* Xero cloud accounting –
* FreshBook cloud accounting
*Outsourced CFO Service – Budget, Forecast & Plan for More Profit
Simply reviewing your historical financial statements is not enough! We will be your Outsourced Finance Department.
A) Operating Budget/Forecast
B) Strategic Planning
C) External Estimate
D) Decision Analysis
* Bookkeeping—different kind of accounting software for different kind of industry needs. We could use your accounting software if you provide or use ours if you don’t have one.
* Financial Statements

(II) Payroll Service--Complete payroll services for new and small business.

(III) Tax Services – specialize in tax audit and Foreign tax - FATCA & FBAR reporting.
* Tax Audit Representative
* Tax Return Preparation for Business and Personal
-- Individual
-- Corporation
-- Subchapter S
-- LLC
-- Partnerships
-- Tax Exempt Organizations
-- Payroll
-- Sales and Use Tax
* E-File provider – We provide E-file for individual income tax, and all kind of business entity income tax, payroll tax, sale and user tax. property tax.
*FATCA & FBAR reporting
* Tax Adviser
* Tax Planning

(IV) Incorporation Service – We provide complete incorporation services for all different type of entities for profit and non-profit.

(V) Financial Services
* Financial Planning
* Retirement
-- Retirement Planning
-- Retirement Investments
* Real Estate Investment
-- We provide residence & commercial real estate investment as one of tax saving strategies.
* Loan / Refinance Analysis – We help clients to do loan and refinance analysis from tax saving point of view in order to get the best tax benefit. We also have direct lender support for your financial needs.
* Education IRA Planning -- We have all different kind of investment products which provide safe, better return, and tax benefit for children future education needs.

(VI) Consulting Services
* Accounting Systems & Internal Control Systems
* Small Business Adviser
* Start up incorporate
* Management Consultant
* Financial solutions
* Debt free consulting
* Offshore disclosure consulting

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