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COOP Tax & Accounting, LLP
Licensed CPA Firm

Your Partners in
Financial Precision.

Tax, accounting, and planning for individuals, families, and growing businesses, from a bilingual CPA firm in the United States. We handle this year's filings with next year's decisions in mind.

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California CPA Firm · Firm license # 8420 · English & Mandarin · San Jose office
CPAs
Licensed California
EAs
Enrolled Agents
HNW
High-Net-Worth Focus
CA
California Based
Tax Planning
Tax Preparation
Bookkeeping
Payroll Management
Tax Strategy
Company Formation
Registered Agent — 50 States
Federal EIN Application
Tax Audit Representation
Estate Planning
Cross-Border Advisory
Cross-Border Audit & Assurance
Tax Planning
Tax Preparation
Bookkeeping
Payroll Management
Tax Strategy
Company Formation
Registered Agent — 50 States
Federal EIN Application
Tax Audit Representation
Estate Planning
Cross-Border Advisory
Cross-Border Audit & Assurance

Cross-Border Families

Coordinate your U.S. tax return with overseas accounts, investments, property, and family transfers—with clear guidance throughout the year.

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Foreign-Owned U.S. Businesses

For overseas-owned companies with U.S. operations: formation, bookkeeping, payroll, federal and state filings including Form 5472, and reporting to the parent company in English or Chinese.

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Private Clients

Individual and family tax returns and year-round planning, including reporting for RSUs, stock options, and ESPP.

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How we work

  1. Tell us about your situation. Start with a free 30-minute introductory consultation about your needs and timing.
  2. Agree on the scope. We explain the proposed work, information needed, and fees before the engagement begins.
  3. Move forward with a clear plan. We organize the agreed work, responsibilities, and next steps for ongoing support.

Detailed tax analysis, document review, and prior-year work are scoped separately where needed.

What We Do

Comprehensive Financial
Services

Tax, accounting, and advisory services for individuals, families, and businesses with U.S. and cross-border needs.

Tax Preparation

Accurate, timely, and compliant filing. Precision in every detail helps you meet your filing requirements on time.

Tax Planning & Strategy

Strategic foresight to minimize liabilities and maximize growth potential for corporate and personal portfolios.

Bookkeeping

Real-time records that transform data into intelligence. Crystal-clear visibility into your financial health.

Payroll Management

Payroll processing and filing support, with clear schedules and review procedures.

Company Formation & Registered Agent

Nationwide business formation across all 50 states, federal EIN applications, annual compliance, and Registered Agent services.

Tax Audit Representation

Licensed CPAs and Enrolled Agents representing you directly before the IRS and state tax authorities during an audit.

Audit, Review & Compilation

Financial statement audit, review, and compilation support for businesses, lenders, investors, and regulatory needs.

U.S.–China Cross-Border Advisory

Consulting for foreign-owned U.S. companies, cross-border operations, transfer documentation, and bilingual accounting coordination.

Fractional CFO & Business Advisory

Budgeting, forecasting, KPI dashboards, cash-flow planning, and management reporting for growing businesses.

Sales Tax & Multi-State Compliance

State registrations, sales tax filing, nexus review, annual reports, and compliance monitoring across jurisdictions.

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San Francisco skyline at dusk

Operating at the
Intersection of Precision
& Strategy

At COOP Tax & Accounting, LLP, our team of licensed California professionals—CPAs and Enrolled Agents—are dedicated to understanding your unique ambitions.

We operate at the intersection of complex US compliance and forward-looking financial architecture, acting as trusted advisors to growing businesses and families with assets and ties across borders.

Licensed CPAs
Enrolled Agents
California Based

Our Story →
"True financial partnership aligns rigorous technical precision with visionary ambition."

Tax updates, without the noise.

A concise view of important IRS and California developments, updated through our Resources page.

Get Started

Ready to Transform Your
Financial Operations?

Book a free, 30-minute discovery call. No pressure, no jargon. Just a clear conversation about your needs.

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Specialized Expertise

Explore focused cross-border and local CPA services.