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Our Story

Precision Clarity Partnership

We coordinate tax, accounting, and advisory work through one dedicated relationship—detail-minded, forward-looking, and built for long-term growth.

Licensed CPA FirmBilingual AdvisoryCross-Border Experience
Rooted in the San Francisco Bay Area

A California perspective shaped by stewardship, permanence, and thoughtful long-range planning.

San Francisco skyline at dusk
Who We Are

Financial Architecture for What You’ve Built

At COOP Tax & Accounting, LLP, we believe true financial clarity happens at the intersection of rigorous compliance and forward-looking strategy.

Rather than treating tax, bookkeeping, and advisory as isolated tasks, we integrate them into a single, cohesive framework. Our California-based team of licensed CPAs and Enrolled Agents works closely with high-net-worth individuals, entrepreneurs, and multinational businesses to protect assets, minimize liabilities, and unlock sustainable growth.

Whether navigating multi-state compliance, cross-border considerations, or multi-generational planning, we bring deep technical expertise and an uncompromising attention to detail to every engagement.

Licensed CPAs
Enrolled Agents
California Based
Our Philosophy
"True financial partnership aligns rigorous technical precision with visionary ambition."
Our Core Values

The Principles That
Guide Everything We Do

01 — Transparency

Radical Clarity

No hidden fees. No surprise filings. No jargon-filled explanations. We communicate in plain language and keep you informed at every stage of the engagement.

02 — Precision

Accuracy Above All

Every figure matters. We employ rigorous quality controls and maintain deep expertise in current tax law to deliver careful, well-documented work.

03 — Confidentiality

Discretion

High-net-worth clients and closely-held businesses trust us with their most sensitive financial information. We take that responsibility seriously.

04 — Partnership

Long-Term Thinking

We measure our success by the value we create for clients over years, not single tax seasons. Your growth is our north star.

05 — Proactivity

Always One Step Ahead

We don't wait for year-end. We anticipate issues, identify opportunities, and bring strategies to you before you need to ask.

06 — Excellence

No Shortcuts

We hold ourselves to the highest professional standards in everything we produce. Every client engagement is treated as our most important one.

Our Clients

Our Practice Is Intentionally Built to
Serve Clients With Complex, Cross-Border Needs

01 — Small Business

Closely-Held Small Businesses

Transforming complex payroll, entity structures, and compliance requirements into optimized, frictionless machinery. We serve the founders and owners who need a strategic financial partner, not just a bookkeeper.

02 — Individuals

High-Net-Worth / Private Clients

Providing discreet, sophisticated tax architecture tailored to preserve and grow family wealth across generations.

03 — Corporate

Foreign-Owned U.S. Businesses

Accounting, tax compliance, and reporting to the parent company for overseas-owned companies with U.S. operations.

Ready to Elevate Your Financial Strategy?

Schedule a confidential consultation to explore how integrated tax and accounting can support your goals.

Book a Free Consultation