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If you are looking for the perfect blend of personal service and expertise, you have come to the right place! We offer a broad range of tax, bookkeeping, and accounting services for individuals, business owners, executives, independent professionals, tech start-ups, non-profits, and overseas EB-5 investors. One of our specialties is stock option tax planning and analysis for Bay Area start-up professionals.  

While we provide appointment-only services at our conveniently-located offices in downtown San Francisco, Burlingame (next to the new Oculus campus), and Hermosa Beach, our secure web portal ensures that clients are able to share documents with the utmost security and in a "contactless" manner, when desired by the client.  We provide exceptional service to our clients from the San Francisco Bay Area (Alameda, Contra Costa, Marin, Napa, San Mateo, Santa Clara, Solano, Sonoma, and San Francisco Counties) down to Los Angeles, "Silicon Beach," Manhattan Beach, Hermosa Beach, Redondo Beach, Palos Verdes, Torrance and beyond. Our rates are affordable. We are experienced and friendly. Please call us for a free initial consultation. We speak English and Mandarin. 我们说中文.