Frequently asked
questions

Yes. Our team handles personal returns and planning for individuals and families, plus bookkeeping, payroll, entity strategy and business taxes. Many clients use us for both, which keeps the two sides coordinated. See the Services page for the full range.

You work with a dedicated, credentialed team that knows your file — never bounced between anonymous reps. The professionals you work with know your situation, review your numbers and answer your questions.

Year-round, Monday through Friday. The most valuable planning happens well before any deadline, so you can reach us anytime — a mid-year question, a notice in the mail or a business decision.

Yes. Our team is fully bilingual and serves clients in both English and Vietnamese — documents, explanations and conversations included. If you prefer to handle your finances in Vietnamese, that is no problem here.

It is a conversation about where you stand. We listen to your situation, review any documents you share, answer your immediate questions and outline the right next steps. There is no obligation, and you leave with a clearer picture of your options. You can book a consultation whenever you are ready.

The initial consultation is complimentary, with no pressure and no fee for that first conversation. Once you know what you need, we explain the scope and pricing clearly before any work begins.

Whatever is relevant: for individuals, a prior-year return, income documents such as W-2s or 1099s, and any IRS or FTB notices; for businesses, recent financial statements or bookkeeping records. If you are not sure, share what you have and we will tell you what is still needed.

We are remote-first and serve clients across the United States by phone, email and secure document exchange. In-person visits are available by appointment, so you can choose whichever is most convenient for you.

As early as possible, ideally well before year-end. The moves that save the most — retirement contributions, equipment purchases, entity elections and estimated payments — generally have to happen before December 31 rather than at filing time. The sooner we see your numbers, the more we can do with them. See Tax Planning & Preparation for details.

Yes. We regularly help clients catch up on multiple unfiled years, reconstruct missing records and get back into good standing. Filing past returns is also the first step toward resolving most balances with the IRS or FTB, so it is worth starting sooner rather than later. Learn more under IRS Representation & Resolution.

Do not ignore it, and do not panic. Many notices are routine and resolved with a timely, correct response, but the printed deadlines matter. Send it to us as soon as you can so we can read it carefully, explain what it means and respond on your behalf where appropriate. This is part of our IRS Representation work.

Yes. As licensed CPAs, we can represent you before the IRS and state tax authorities, communicate with them directly and stand between you and the agency. No CPA can promise an outcome, but having experienced professionals prepare your documentation and present your case gives you a knowledgeable advocate throughout. See IRS Representation & Resolution.

Yes. We keep clean, current books and run accurate, on-time payroll with the filings and deposits handled. Because the same team that prepares your taxes also maintains your books, the numbers stay consistent all year and there are no surprises at filing time. See Bookkeeping and Payroll.

Yes. Choosing between a sole proprietorship, LLC, S-corporation or C-corporation affects your taxes, paperwork and liability for years, so it is worth getting right at the start. We walk you through the trade-offs for your specific plans and help you set up the structure that fits. Explore Business Advisory & CFO.

Yes. Our firm brings CPA and licensed real estate expertise to the tax side of property: rental income and depreciation, capital gains on a sale, the primary-residence exclusion and the rules around 1031 exchanges. Planning ahead of a sale usually opens up more options than waiting until the return is due. See Real Estate & Investment.

In most cases, yes. U.S. taxpayers generally must report worldwide income, and foreign accounts above certain thresholds trigger filings such as the FBAR and Form 8938. The penalties for missing them can be steep, so it is best to review your situation with our team rather than guess. See International & Cross-Border.