Business Details
50+ Years
experience
Your Trusted California CPA Firm Since 1972
Founded in 1972, we are the first CPA firm established by Chinese immigrants in the United States. With over five decades of experience, our firm specializes in accounting, auditing, taxation, and business advisory services for clients across California and nationwide. Our team includes partners with prior leadership roles at Deloitte and Big-Four firms, ensuring deep technical expertise and a commitment to quality. We maintain strict adherence to PCAOB standards and participate in the AICPA National Peer Review Program, achieving a pass without deficiencies rating.Our professionals combine technical mastery with client-focused service, delivering efficient solutions tailored to complex domestic and international needs. With nine partners and scores of staff, we mobilize resources strategically to meet client demands while upholding ethical standards and transparency. Our leadership actively contributes to professional organizations, including the Asian Pacific CPA Association and local Chambers of Commerce, reinforcing our community engagement and industry authority.
Services
Financial Statement Audit
Tax Planning
Banking Compliance
Management Consulting
Peer Review Services
International Taxation
Loan Documentation Review
Estate Tax Planning
SEC Filings Support
Corporate Merger Advisory
Details
- Year established: 1972
Highlights and features
- We offer over 50 years of experience as the first Chinese immigrant CPA firm in the U.S.
- Our partners include former Big-Four accounting firm leaders with global expertise.
- We maintain PCAOB registration and achieved a peer review pass without deficiencies.
- Our team provides SEC-compliant auditing for public companies in Asia and the U.S.
- We combine technical mastery with personalized service for complex international tax needs.
Associations and certifications
- Public Company Accounting Oversight Board (PCAOB)
- Center for Audit Quality (CAQ)
- AICPA National Peer Review Program
Services
Financial Statement Audit
Our financial statement audits ensure compliance with PCAOB standards through rigorous examination of corporate financial records. We serve multinational clients and public companies, providing assurance through detailed analysis of accounting practices and regulatory adherence. Our team combines Big-Four expertise with localized knowledge to deliver accurate, actionable insights.
International Tax Planning
We design cross-border tax solutions for corporations and individuals, specializing in transfer pricing and compliance for U.S. and Asian markets. Our CPAs leverage decades of experience with SEC regulations and multinational operations to minimize liabilities while maintaining full regulatory compliance across jurisdictions.
Management Consulting
Our consultants provide strategic guidance on mergers, acquisitions, and operational efficiency. With expertise in financial modeling and risk assessment, we help businesses navigate complex transactions and improve profitability through data-driven recommendations tailored to industry-specific challenges.
Banking Compliance Review
We conduct comprehensive compliance audits for regional and international banks, focusing on loan documentation standards and EDP controls. Our services include credit rating assessments and regulatory reporting to ensure financial institutions meet evolving compliance requirements while maintaining operational efficiency.
Estate Tax Planning
Our tax professionals develop customized estate and gift tax strategies to protect accumulated wealth. We address complex valuation issues and regulatory changes, providing ongoing planning support to minimize tax exposure while aligning with clients' long-term financial objectives.
People
Paul Chen
Managing Partner
Former Deloitte tax manager with expertise in multistate taxation. MBA from USC, active in Southern California community organizations and Chambers of Commerce.
Sophia Chiang
Tax Partner
Specializes in international tax compliance with Big-Four experience. Holds dual degrees in Accounting and Finance from University of Central Florida.
Shih-yu Lin
Senior Tax Partner
25+ years in international taxation, former Deloitte US tax manager. Member of AICPA and co-founder of Asian Pacific CPA Association.
Roxanne Wang
Audit Partner
Auditing expert with multinational corporate experience. MBA from University of Detroit Mercy and former Big-Four professional in U.S. and Taiwan.
Ellen Jen
Audit Partner
Specializes in financial statement audits with prior Big-Four experience in Taiwan and U.S. MS in Accountancy from California State University, Fullerton.
Questions
What accounting services do you offer?
We provide financial statement audits, bookkeeping, system setup, and compilation services following PCAOB and AICPA standards.
Do you handle international tax matters?
Yes, we specialize in cross-border tax planning, compliance, and transfer pricing for multinational corporations and individuals.
Are you qualified for SEC-regulated audits?
Our firm has extensive SEC reporting experience and conducts audits for public companies in Asia and the U.S.
How do you ensure service quality?
We participate in AICPA peer review and maintain PCAOB registration, achieving a pass without deficiencies rating.
What industries do you serve?
We work with manufacturers, financial institutions, construction firms, R&D centers, and professional organizations nationwide.
Can you assist with business succession planning?
Our management consulting group provides merger, acquisition, and corporate restructuring advisory services tailored to client needs.
