Highly Experience Team
We are a full service Tax accounting firm located in the heart of Sunnyvale. Our dedicated professionals have been providing accounting services for over 25 years and hold an astonishing combined experience of over 45 years. Our expertise extends to services for individuals to services for entities including corporations, partnerships, LLCs, S-corporations, non-profits, start-ups, and others.
Why Are We Different
We are small but very experienced firm, our experience alone sets us apart from many other firms however our major strength is our people and our commitment not only for excellence but to be a Partner you can rely on.Because of our size we can provide dedicated expertise for any accounting issue and we strive not just to be your Tax advisors but to be a true partner that can provide expertise on a wide range of issues and be the professionals that you can truly trust and rely on.
Meet Our Staff
Bennet has over 20 years in helping small business and individuals with all types of accounting and tax matters. Bennet’s specializes in small business accounting needs from inception to sale and assists many companies located both in the US and outside of the country. Bennetprovides extensive tax planning and outsourced CFO rolls for companies who need assistance. His experience also extends to Home owner association (HOA) financial management and guidance from the accounting and tax perceptive.
Shay graduated from Santa Clara University with a degree in Finance. Shay’s focuses on small business tax planning and strategies and has helped companies transition from small to large organizations. He has extensive knowledge on foreign based corporations with consolidated financial reporting for Venture back startups and other type of corporations. Shay also enjoys working with Trust and Trust related accounting and Tax matters.
Jim joined our group 2 years ago and has experience in managing large accounting firms. He has over 20 years of tax and audit experience and enjoys training and teaching new staff. Jim has extensive experience with IRS and State audits for businesses and individuals. Jim recently has retired but does assist on projects as needed.
May has over 20 years of experience helping individuals and small businesses. She has extensive experience with clients based in China and Hong Kong both individuals and corporate clients, she also assist clients with Court room reporting requirements and Trust accounting.
Angeline Chan – Payroll and Bookkeeping specialist
Angeline has over 10 years of experience in providing payroll, sales tax, and bookkeeping to small business using Quickbooks.
Beatrice Fernandez – Payroll and Bookkeeping specialist
Bea specializes in providing payroll, sales tax, and bookkeeping to small business using Quickbooks.
Mike Cruz – Accounting specialist
Mike has over 10 years of experience in accounting and tax matters and specializes in organizing information for tax preparation.