FAQs
Do you offer virtual CPA services?
Yes. I understand that not everyone has the time to visit an office, so I offer fully virtual CPA services. You can meet with me through secure video calls, share documents electronically, and receive guidance just as you would in person. Many of my clients live in different parts of the Bay Area, across the United States, and even overseas. This flexibility allows me to provide personalized accounting and tax support no matter where you are located, while still ensuring security and confidentiality in every step of the process.
What types of clients do you work with?
I serve a wide range of clients, including individuals, small business owners, and expats. For individuals and families, I provide annual tax preparation, planning, and strategies to minimize liabilities. For small businesses, I assist with entity selection, bookkeeping, payroll, and tax compliance, helping owners streamline operations and reduce their tax burden. Expatriates and globally mobile professionals also benefit from my deep knowledge of international tax rules. Whether you are filing a simple return or managing complex business and cross-border situations, I provide tailored guidance to meet your unique financial needs.
Can you help me minimize my tax liabilities?
Yes. Proactive tax planning is one of the most effective ways to reduce your overall tax burden. I review your full financial picture—including income sources, investments, and business activities—to identify deductions, credits, and strategies that align with both federal and California state tax laws. For business owners, this may involve optimizing expense deductions, retirement contributions, or business structure (LLC, S-Corp, etc.). For individuals and families, I look for ways to maximize credits, manage capital gains, and take advantage of tax-efficient investment opportunities. My goal is to help you keep more of what you earn, while ensuring you remain compliant with all applicable laws.
Do you assist with IRS or state tax notices and audits?
Yes. If you have received a letter from the IRS or the California Franchise Tax Board, I can help you respond quickly and correctly. I represent clients during audits, provide supporting documentation, and negotiate where necessary. Having a CPA on your side ensures you are not navigating complex tax issues alone.
Do you help with tax planning for high-income professionals?
Yes. Many of my clients are tech professionals and executives in the Bay Area with W2, stock options, and bonuses. I help optimize equity compensation, manage capital gains, and use advanced tax strategies. My focus is on reducing tax exposure while building long-term wealth.
Where are you located?
My office is located at 1475 S Bascom Avenue in Campbell, California, conveniently situated in the heart of Silicon Valley. This makes it easy to serve clients across Campbell, San Jose, Cupertino, Redwood City, Santa Clara, and the greater Bay Area. However, I also work with clients nationwide and internationally through secure virtual services. Whether you prefer to meet in person or online, I provide flexible options to fit your schedule and needs.
Do you help with expatriate taxes?
Absolutely. Expatriate taxation is one of my core specialties. I have helped many U.S. citizens and residents living abroad navigate the complexities of international tax laws. From foreign earned income exclusions and tax treaties to reporting requirements like FBAR and FATCA, I make sure you remain compliant while minimizing unnecessary tax exposure. I also help expats who are moving back to the U.S. or planning cross-border investments. My goal is to take the stress out of international tax filing so you can focus on your work and life abroad.
What is the benefit of working with a CPA instead of doing taxes myself?
While tax software and DIY filing options may seem convenient, they often miss opportunities for savings and don’t provide personalized advice. As a licensed CPA with Big 4 public accounting experience and a Masters in Taxation, I bring in-depth expertise that goes beyond data entry. I help you understand how changes in tax law affect you, create strategies to reduce future liabilities, and represent you confidently in front of tax authorities if needed. Most importantly, working with a CPA gives you peace of mind knowing your taxes are accurate, compliant, and optimized. My clients often find that the tax savings and reduced stress far outweigh the cost of professional services.
Do you offer bookkeeping services in addition to tax preparation?
Yes. We do provide bookkeeping support for small businesses to ensure records are accurate, organized, and ready for tax season. Proper bookkeeping also makes it easier to track business performance, apply for financing, and plan for growth.
I received a K-1 from an investment. Can you handle that?
Yes. We specialize in K-1 tax reporting for investors in real estate partnerships, venture funds, or private equity deals. We ensure every item on the K-1 (including foreign disclosures and passive activity limitations) is accurately reported on your return.
What is a dual-status tax return, and do I need one?
If you moved to the U.S. or got your green card partway through the year, you may be a dual-status taxpayer: part-year resident and part-year nonresident. We help determine your residency period and correctly split your foreign and U.S. income between the two parts of the year.
I moved to the U.S. this year on a green card. Do I need to file a U.S. tax return?
Yes. Once you become a U.S. tax resident (green card holder), you must report your worldwide income to the IRS — even income earned before you arrived. Depending on your arrival date, you may qualify to file a dual-status return for your first year.
What is a paid tax consultation and who should book one?
A paid tax consultation is a one-on-one session with me to answer your tax questions and provide professional guidance. It’s ideal for individuals, business owners, remote workers, or anyone with multi-state tax issues, relocation, bonuses, or complex income who wants clear, actionable advice quickly.
How do I schedule and prepare for a paid tax consultation?
Sessions are 45 minutes and cost $299, including a brief follow-up if needed. You can schedule via this link. To prepare, have your recent pay stubs, W-2/1099 forms, prior tax returns, and any specific tax questions ready.