Business Details
Trusted Accounting Services in Berkeley, CA
Chang & Associates Tax & Financial is a full-service accounting, tax, and consulting firm dedicated to serving closely-held businesses and high-net-worth individuals. Established in the East Bay region of the San Francisco Bay Area, our firm combines decades of collective experience with personalized service to address the unique financial needs of our clients. Our team of certified professionals offers traditional services such as bookkeeping, payroll processing, and tax preparation, alongside strategic consultation focused on continuous financial improvement.We specialize in serving diverse industries, including engineering, construction, software development, legal practices, and e-commerce. With a commitment to staying current with evolving tax laws, we prioritize compliance, audit prevention, and maximizing client tax benefits while fostering long-term partnerships built on trust and expertise.
Services
Bookkeeping
Tax Preparation
Payroll Services
Financial Consulting
Tax Planning
Highlights and features
- We offer over a decade of experience in accounting and tax services for closely-held businesses.
- Our team includes Certified Public Accountants (CPAs) and Enrolled Agents (EAs) with specialized expertise.
- We provide tailored consultation services to improve financial performance and compliance.
- We serve diverse industries, including technology, construction, legal, and healthcare sectors.
- Our proactive approach ensures clients maximize tax deductions and minimize audit risks.
Services
Bookkeeping
Our bookkeeping services ensure accurate financial record-keeping for businesses of all sizes. We manage daily transactions, accounts payable/receivable, and monthly financial reporting to maintain clarity and compliance. Clients benefit from streamlined processes that support informed decision-making and operational efficiency.
Tax Preparation
We provide precise income tax preparation for individuals, corporations, and trusts. Our team stays updated on tax law changes to maximize deductions and credits while minimizing audit risks. Clients receive thoroughly reviewed returns and representation during IRS or state audits.
Payroll Services
Our payroll solutions handle wage calculations, tax withholdings, and compliance reporting. We manage onboarding, timesheet tracking, and month-end close procedures to ensure timely and accurate payments for businesses and employees.
Tax Planning
We develop customized tax planning strategies to reduce liabilities through income splitting, investment vehicles, and timing adjustments. Our proactive approach helps clients defer or eliminate taxes while aligning with long-term financial goals.
Financial Consulting
Our consulting services focus on improving business financial health through cash flow projections, sales tax compliance, and operational analysis. We partner with clients to implement solutions that enhance profitability and regulatory adherence.
People
Miranda Chang
Principal
Miranda Chang, EA, CFP, founded Chang & Associates Tax & Financial with over a decade of experience in accounting and tax services. She holds degrees from Cornell University and Indiana University, specializing in tailored financial solutions for closely-held businesses.
Chris Ikeda-Nash
Certified Public Accountant
Chris Ikeda-Nash, CPA, brings 35+ years of accounting expertise to Chang & Associates Tax & Financial. A UC Los Angeles graduate, he focuses on financial reporting and tax compliance for Bay Area businesses, combining technical skill with community engagement.
Lester Dun
Certified Public Accountant
Lester Dun, CPA and Certified Fraud Specialist, offers 25+ years of experience across public accounting, nonprofits, and government sectors. He earned his degree from UC Berkeley and specializes in forensic accounting and tax strategy.
Ivana Chonel
Certified Public Accountant
Ivana Chonel, CPA, joined Chang & Associates Tax & Financial after graduating from CSU East Bay with advanced degrees in accountancy. She provides tax and accounting support to businesses, leveraging her academic training and practical experience.
Timothy Barry
Senior Accountant
Timothy Barry, EA, has 18 years of experience in taxation and accounting for Bay Area firms. A UC Berkeley graduate with specialized training from Golden Gate University, he assists clients with complex tax compliance and planning needs.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll processing, and sales tax compliance tailored to small businesses' needs.
How do you help clients with tax planning?
We develop strategies like income splitting and tax-deferred investments to minimize liabilities while aligning with long-term goals.
Which industries do you specialize in?
We serve engineering firms, construction companies, software developers, legal offices, dental practices, and e-commerce businesses.
Are your accountants certified professionals?
Yes, our team includes Certified Public Accountants (CPAs) and Enrolled Agents (EAs) with advanced credentials and training.
What happens if I get audited by the IRS?
We provide full representation during audits, ensuring compliance and resolving issues efficiently on your behalf.
