Business Details
Trusted Tax & Bookkeeping Services for Tech Professionals
We are a virtual accounting firm dedicated to making tax and bookkeeping services relatable, efficient, and approachable. With over 15 years of experience, we specialize in serving tech employees, self-employed professionals, and small businesses with fewer than 100 employees. Our team prioritizes personalized service, leveraging technology to streamline processes while maintaining a human-centric approach. We focus on year-round tax planning to optimize filings and offer tailored bookkeeping solutions that free clients to concentrate on core business activities.Our Enrolled Agent credentials and commitment to continuous education ensure expert representation before the IRS. We pride ourselves on transparent communication, quick response times, and a culture that values both client relationships and team well-being. Our virtual model allows us to serve clients nationwide while maintaining local expertise in the Silicon Valley market.
Services
Tax Preparation
Bookkeeping
Tax Planning
Tax Resolution
Business Tax Services
Highlights and features
- 15+ years of specialized experience in individual and business tax services
- 100% virtual operations with nationwide service capabilities
- Year-round tax planning focus to optimize financial outcomes
- Technology-driven bookkeeping solutions tailored to small businesses
- Enrolled Agent-certified team with IRS representation privileges
Associations and certifications
- Enrolled Agent (IRS)
What people say
Excellent service
Knowledgeable staff
Efficient processes
Helpful and friendly
Highly recommend
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses with a focus on accuracy and optimization. Our process includes consultation, tax planning, and responsive communication throughout the year. Starting at $1,150 for Federal + CA returns with quarterly estimation services included.
Bookkeeping
Our technology-driven bookkeeping services include financial statement generation, tax-ready reports, and business analysis. We offer tiered solutions from basic review to full-service management, ensuring your financial records support strategic decision-making and tax compliance.
Tax Planning
We provide year-round tax planning to help clients optimize their financial position. This includes quarterly estimation services, strategic consultation, and actionable recommendations tailored to individual and business needs, ensuring maximum tax efficiency throughout the year.
Tax Resolution
Our Enrolled Agents assist with tax resolution matters including installment plans, offers in compromise, and late filing solutions. We represent clients before the IRS with expertise in resolving complex tax issues at $250 per hour.
Business Tax Services
We handle business tax preparation including federal and CA returns with quarterly estimations. Starting at $2,300 total, our services include basic consultation and tax planning to support small businesses with compliance and financial strategy.
People
Phuc Ly
Executive Partner - Strategy
With 15+ years of experience, Phuc leads strategic initiatives while providing tax expertise. He specializes in business tax services and senior bookkeeping, leveraging his Enrolled Agent credentials to optimize client outcomes.
Theresa Plette
Executive Partner - Finance
Theresa manages financial operations and administration. As an Enrolled Agent, she provides expert tax planning and bookkeeping solutions, focusing on creating efficient systems that benefit both clients and internal processes.
Tri Hoang
Executive Partner - Operations
Tri oversees operational efficiency and technology implementation. His expertise in tax services and bookkeeping systems ensures clients receive streamlined solutions tailored to their specific business needs and growth objectives.
Dan Chao
Individual Tax Specialist
Dan specializes in individual tax preparation with a focus on tech employees. As an Enrolled Agent, he provides personalized tax planning and resolution services to help clients navigate complex financial situations.
Anh-Thu Nguyen
Business Tax Specialist
Anh-Thu focuses on business tax compliance and advanced bookkeeping solutions. Her expertise helps small businesses maintain accurate records while optimizing their tax positions through strategic planning and analysis.
Questions
What tax services do you specialize in?
We specialize in individual and business tax preparation, year-round tax planning, and tax resolution services for tech employees and small businesses.
Are you a virtual accounting firm?
Yes, we operate entirely virtually with nationwide service capabilities, using secure technology for all client communications and document sharing.
What bookkeeping options do you offer?
We provide tiered bookkeeping solutions including basic review, premium reconciliation, and full-service management tailored to each business's specific needs.
How do you handle tax planning?
Our tax planning includes quarterly estimations, strategic consultation, and actionable recommendations to optimize your financial position throughout the year.
What credentials do your team members have?
Our team includes Enrolled Agents with IRS representation privileges and Certified Public Accountants, ensuring expert-level tax preparation and advisory services.
How quickly do you respond to client inquiries?
We aim to respond to all inquiries within 1-2 business days, with many clients noting our prompt and attentive communication.
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