CPA Expertise

I. Startups and Real Estate

• Structuring, Planning and Advisory for Startups
• Lease, Purchase, Sale, and 1031 Exchange (Res. and Cml.)
• Investment, Agency, Lending, Property Management, and Construction (Individual and Business)

II. Entity Structuring and Financial Planning

• Structuring: C-Corp, S-Corp, Professional Corp, LLC, and LP
• Securities: Brokerage Account, ISO, ISU, RSO, RSU, and QSBS
• Retirement: IRA, 401K, and Pension
• Wealth: Gift, Estate, Living Trust, Annuity, and Life Insurance

III. Tax Credit and Grant

• Individual: EV, Energy, Education, Child, C&D Care
• Business: R&D, Energy, and Government Grant

IV. International and Multi-state Tax

• FATCA, FinCEN, FOUSC, and FCIUS
• Foreign Income Exclusion, Tax Credit, and Gift
• Multi-state Apportionment and Allocation

• Entity Formation and Dissolution (C-Corp, S-Corp, Professional Corp, LLC, LLP, LP) 

• Bookkeeping, Preparation, and Compilation

• Payroll, Sales, Ad-valorem and Form 1099 Tax Preparation

• Tax Planning and Return Preparation

• Representation for an Audit of Taxing Authorities (IRS, FTB, EDD, CDTFA)

• Outsourced CFO and Corporate Consultancy