A bilingual California CPA team for founders, families, and corporate groups operating across the Pacific — from entity structuring and treaty positions to offshore disclosure clean-up.
English / 中文 native workflow · IRS Certifying Acceptance Agent (CAA) · CBA License #8420
Inbound Structuring
Entity selection and formation for foreign-owned U.S. businesses, Delaware/California registration strategy, EIN & ITIN (in-house CAA passport certification), and W-8/W-9 withholding setup with treaty positions.
Ongoing Compliance
Forms 1120, 5472, 5471, 1042/1042-S, 8804/8805 and state returns; bookkeeping and payroll for the U.S. entity; intercompany agreements and transfer pricing discipline that keeps both sides of the story consistent.
Offshore Disclosure & Clean-Up
FBAR (FinCEN 114) and Form 8938 filings, PFIC analysis (Form 8621), and Streamlined Domestic/Foreign Offshore Procedures (SDOP/SFOP) — including Form 14654 non-willfulness narratives and penalty computations.
Individuals & Families
1040 / 1040-NR dual-status and treaty-based returns, pre-immigration tax planning, foreign gift and inheritance reporting (Form 3520), and coordination with advisors in Greater China.
Why cross-border clients choose a boutique firm
Cross-border files fail at the seams: the U.S. preparer who can't read the Chinese bank statement, the overseas advisor who doesn't know what Form 5472 is, the translation layer where non-willfulness narratives lose their credibility. Our team works natively in English and Chinese, prepares the international information returns in-house, and — as an IRS Certifying Acceptance Agent — certifies ITIN passports directly so original documents never leave your hands.
Start with our cross-border guides
Discuss your cross-border structure
Free discovery call, bilingual, no preparation needed. Response within one business day.
Book a Free ConsultationAll ServicesCoop Tax & Accounting LLP is a licensed California CPA firm (California Board of Accountancy License #8420). Content on this page is general information, not tax or legal advice for your specific situation.