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Our Expertise

Integrated tax, accounting & advisory.

A disciplined service platform for business owners, families, and cross-border clients who want technical execution paired with strategic perspective.

We combine compliance, bookkeeping, payroll, and advisory support in one relationship—structured to feel private, responsive, and easy to navigate.

Licensed OversightCPA-led review and professional accountability

Bilingual SupportClear communication in English and Chinese

Cross-Border FluencyPractical coordination across U.S.–China needs

Long-Term ThinkingAdvice shaped around durable business decisions

Relationship-driven service

Senior attention, coordinated execution, and clear communication across every stage of the engagement.

Core

Tax Preparation

Accurate, timely, and compliant filing for peace of mind. Precision in every detail helps you meet your filing requirements on time—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

Strategic

Private Clients: Tax Planning & Returns

Individual and family tax returns and year-round planning, including reporting for RSUs, stock options, and ESPP. We coordinate the work around your income, equity compensation, and family circumstances within an agreed scope.

Individual and family annual tax returns

RSU, stock option, and ESPP tax reporting

Quarterly estimated tax and year-end planning

Tax coordination for family wealth and generational transfers

For the consultation, have an overview of prior returns, employer equity awards, and brokerage tax documents available. Share sensitive records only through the agreed secure channel.

Discuss your tax planning needs

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

Operations

Payroll Management

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

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 — from incorporation through dissolution.

Business entity formation in all 50 states (LLC, C-Corp, S-Corp, Partnership)

Registered Agent services nationwide — 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

Representation

Tax Audit Representation

Facing an IRS or state tax audit is stressful — 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 — in most cases, we communicate with the IRS for you under a power of attorney

Negotiation of settlements, payment plans, and penalty abatement

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

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

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

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 Tax & Accounting, LLP 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 — 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 — 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 keep your filings accurate and complete.

03 — Partnership

Your Long-Term Advisor

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

Find the right service for your needs

Cross-Border Families · Foreign-Owned U.S. Businesses · Private Clients

Service Experience

Thoughtful details that support the work.

Instead of a large photo gallery, we’ve kept this area lighter and more curated—small supporting visuals that reinforce collaboration, accuracy, and client care.

Collaboration

Clear communication

Thoughtful planning conversations, aligned next steps, and a smoother working relationship from start to finish.

Execution

Disciplined process

Well-organized records, careful review, and reliable delivery across tax filings, books, payroll, and advisory work.

Advisory

Senior-level guidance

Support that goes beyond compliance—helping clients make more confident decisions as their businesses and families grow.

Specialized Practices

Dedicated depth where it matters most.

Focused support for cross-border ownership, complex family tax planning, and growing businesses that need finance leadership without a full-time CFO.

Cross-BorderU.S.–China tax, accounting, audit, assurance, reporting, and compliance coordination.

Private ClientThoughtful planning for families, equity holders, and long-term wealth decisions.

Finance AdvisoryPractical support for operators who need better numbers and stronger direction.

Professional office consultation and team collaboration

Senior attention. Strategic coordination.

Professional service that combines technical execution with clear communication, business perspective, and a steady long-term relationship.

01Cross-Border

U.S.–China Cross-Border Tax

Foreign-owned entities, Forms 5471/5472, FBAR & FATCA, offshore disclosure, and ITIN coordination.

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02Private Client

High-Net-Worth Planning

Equity compensation, liquidity events, trusts, retirement design, and cross-border wealth considerations.

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03Advisory

Fractional CFO Advisory

Monthly close, KPI dashboards, cash forecasting, and tax-integrated financial strategy for growing businesses.

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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 30-Minute Consultation →

Specialized Expertise

Explore focused cross-border and local CPA services.

Cross-Border Audit & AssuranceAudit, review, readiness and multinational reporting coordination. Foreign-Owned U.S. Company AuditU.S. financial reporting support for overseas-owned entities. U.S.–China Cross-Border AuditBilingual group and component-auditor coordination. Chinese-Speaking CPA in San JoseLocal bilingual tax, accounting, audit and advisory support.