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01
Core

Tax Preparation

Accurate, timely, and compliant filing for peace of mind. Precision in every detail ensures you meet all regulatory requirements seamlesslyβ€”for individuals, businesses, and estates.

Federal and California state tax returns (individual, corporate, partnership)
Multi-state filing for businesses operating across jurisdictions
Trust, estate, and gift tax returns
Year-round access to your dedicated CPA team
02
Strategic

Tax Planning & Strategy

Strategic foresight to optimize your long-term position. We map out future scenarios to minimize liabilities and maximize growth potential for both corporate and personal portfolios.

Proactive tax reduction strategies tailored to your situation
Entity structure optimization (LLC, S-Corp, C-Corp analysis)
Wealth preservation and generational transfer planning
Quarterly estimated tax planning
03
Operations

Bookkeeping Services

Precise, real-time records that transform raw data into financial intelligence. Maintain crystal-clear visibility into your business health with our meticulous tracking systems.

Monthly financial statement preparation (P&L, balance sheet, cash flow)
Accounts payable and receivable management
Bank and credit card reconciliation
Cloud-based bookkeeping with real-time access
04
Operations

Payroll Management

Streamlined payroll processing ensuring your team is paid accurately and on time, every time. We handle the complexity so you can focus on running your business.

Full-service payroll processing (weekly, bi-weekly, monthly)
Payroll tax filings and deposits (federal and California)
New hire reporting and compliance
W-2 and 1099 preparation and filing
05
Compliance

Company Formation & Registered Agent

We act as your Registered Agent and full-service formation partner across all 50 states. Whether you're launching your first LLC or maintaining a multi-state corporate structure, we keep your business compliant and in good standing β€” from incorporation through dissolution.

Business entity formation in all 50 states (LLC, C-Corp, S-Corp, Partnership)
Registered Agent services nationwide β€” receiving and forwarding official state and legal correspondence
Federal EIN (Employer Identification Number) application with the IRS
Annual report filing and corporate compliance deadline monitoring, state by state
Business dissolution and entity wind-down services
Virtual office address solutions
06
Representation

Tax Audit Representation

Facing an IRS or state tax audit is stressful β€” you don't have to navigate it alone. As licensed CPAs and Enrolled Agents, we are authorized to represent you directly before the IRS and state tax authorities, handling correspondence, documentation, and negotiation on your behalf from start to resolution.

Full representation before the IRS and state tax agencies by licensed CPAs and Enrolled Agents
Audit notice review and response strategy
Document preparation and submission on your behalf
Direct communication with auditors β€” you are never required to speak with the IRS yourself
Negotiation of settlements, payment plans, and penalty abatement
07
Assurance

Audit, Review & Compilation

As a licensed CPA firm, we support financial statement audits, reviews, and compilations for privately held companies, investors, lenders, nonprofits, and management teams that need reliable reporting.

Financial statement audit, review, and compilation engagements
Internal control and accounting process readiness assessment
Investor, lender, grant, and regulatory reporting support
Audit preparation and year-end financial statement cleanup
08
Cross-Border

U.S.–China Cross-Border Business Advisory

We advise foreign-owned U.S. businesses, Chinese entrepreneurs, and companies operating across borders on U.S. accounting, tax compliance, entity setup, and practical financial operations.

U.S. entity setup and accounting system design for foreign-owned companies
Bilingual coordination with China-based founders, finance teams, and investors
Cross-border bookkeeping, documentation, and management reporting workflows
Tax planning coordination for U.S. operations and international ownership structures
09
Advisory

Fractional CFO & Business Advisory

For growing businesses that need more than bookkeeping, we provide advisory support that turns financial data into planning, cash-flow visibility, and better operating decisions.

Budgeting, forecasting, and cash-flow planning
Monthly KPI dashboards and management reports
Profitability analysis by product, location, entity, or customer segment
Financing, acquisition, and expansion readiness support
10
Compliance

Sales Tax & Multi-State Compliance

We help companies operating in multiple states understand registration obligations, filing requirements, annual reports, and recurring compliance deadlines.

Sales tax registration, filing, and nexus review
Multi-state income, franchise, and gross receipts tax coordination
Annual reports, statement of information filings, and business license tracking
Compliance calendar setup for recurring state and local deadlines
The Coop Standard

Transparency. Precision. Partnership.

We don't just crunch numbers; we illuminate the path forward. Our approach is rooted in clear communication, unwavering accuracy, and a commitment to understanding your unique financial landscape.

01 β€” Transparency

No Hidden Agendas

Clear communication at every step. You'll always know exactly where you stand, what we're doing, and why. No surprises on fees or filings.

02 β€” Precision

Accuracy in Every Figure

Our work is meticulous by design. We employ rigorous quality controls and stay current with the latest tax law changes to ensure flawless compliance.

03 β€” Partnership

Your Long-Term Advisor

We invest in understanding your unique situation deeply. Your success is our successβ€”we measure our performance by the value we create for you over time.

Get Started

Ready to Get Started?

Book a free, 30-minute discovery call. Let's discuss your specific needs and how we can help.

Book a Free Consultation β†’