Business Details
Trusted Accounting & Tax Services in Cupertino
We are a dedicated accounting firm serving individuals and businesses in Cupertino and beyond. With decades of combined experience, our team of Certified Public Accountants specializes in tax preparation, financial planning, and real estate tax strategies for long-term and short-term rental properties. Our mission focuses on delivering technical expertise to maximize financial outcomes while maintaining fiduciary relationships built on integrity. We leverage advanced technology to ensure precision and timeliness in all services, including audits, payroll, and IRS representation. Our commitment extends to educating clients through personalized consultations and comprehensive support tailored to their unique needs.As real estate investors ourselves, we uniquely understand the complexities of property tax reporting and entity structuring. Every service we provide reflects our dedication to quality, transparency, and client satisfaction. Whether you require bookkeeping assistance or strategic tax planning, our team delivers solutions grounded in advanced training and practical experience. We pride ourselves on accessibility, offering specialized guidance for Airbnb and short-term rental owners. Our approach ensures clients receive actionable insights to navigate evolving financial landscapes with confidence.
Services
Accounting Services
Financial Statements
Bookkeeping
Payroll Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Reporting
FBAR Reporting
Estate Tax Services
Highlights and features
- Experts in real estate tax strategies for long-term and short-term rentals
- Offer Strategy Consultations and Consultation + Tax Preparation packages
- Use state-of-the-art computer technology for accurate, timely service
- Certified Public Accountants with advanced graduate training in taxation
- Specialize in tax services for Airbnb/Short Term Rental Owners
Services
Tax Preparation
We prepare tax returns for individuals, corporations, partnerships, and LLCs including residents, non-residents, and real estate investors. Our expertise covers complex scenarios like foreign bank account reporting and estate taxes. Clients benefit from accurate filings that maximize deductions while ensuring compliance with federal and state regulations.
Bookkeeping
Our bookkeeping services maintain precise financial records through system setup, transaction categorization, and monthly reconciliations. Real estate investors receive specialized tracking for property expenses and income. This foundational service supports informed business decisions and smooth year-end tax preparation processes.
Tax Planning
We develop customized tax reduction strategies focusing on real estate investments, entity structures, and retirement planning. Services include cost segregation analysis and 1031 exchange guidance for property owners. Proactive planning helps clients minimize liabilities while aligning with long-term financial objectives.
IRS Representation
Our CPAs represent clients during IRS examinations and resolve tax lien/levy issues. We handle correspondence, negotiate payment plans, and ensure proper documentation submission. This service provides peace of mind through expert navigation of complex tax authority interactions.
Payroll Services
We manage complete payroll processing including wage calculations, tax withholdings, and regulatory filings. Businesses receive timely payment distribution and compliance assurance across federal, state, and local requirements. This service reduces administrative burdens while maintaining accurate employee financial records.
People
Jean Hsu
Certified Public Accountant
CPA with advanced training in taxation and accounting systems. Specializes in real estate tax strategies and IRS compliance. Holds MS in Accounting from Eastern Michigan University and California CPA license.
Alice Hsu
Certified Public Accountant
CPA focusing on financial reporting and business tax planning. Pursuing MS in Taxation at Golden Gate University. Combines technical expertise with client-focused solutions for diverse accounting needs.
Questions
What accounting services do you offer for real estate investors?
We provide bookkeeping, tax planning, and entity structuring specifically for real estate investors including short-term rental owners. Our services cover cost segregation, 1031 exchanges, and non-passive income strategies.
Do you handle complex tax situations like foreign accounts?
Yes, we prepare FBAR reports and handle tax filings for clients with foreign bank accounts. Our expertise includes residency status determination and international tax compliance requirements.
Can you assist with business startup accounting?
We offer complete startup services including entity selection, accounting system setup, and payroll implementation. Our guidance helps new businesses establish proper financial foundations from inception.
What tax preparation certifications do your accountants hold?
Both principals are California Certified Public Accountants with graduate-level tax education. We maintain advanced technical knowledge through continuous professional development in tax and accounting standards.
How do you support clients throughout the tax year?
We offer ongoing consulting, quarterly tax reviews, and year-end adjustments. Clients receive regular guidance for financial decisions and can access our team for questions during business hours.
