About Us

Personalized Service

We provide tailored services for your accounting, bookkeeping, tax and financial reporting needs based on your industry, company size, entity type and operations. 

Expert Support

Our staff are well trained, experienced and knowledgeable in various accounting software, federal and state regulatory compliance requirements, industry benchmarks, and generally accepted accounting principles of the United States. 

Innovative Business Partner

We are committed to work with you for best practice and innovative solutions to help you make strategic business decisions that increase profit and grow your business.  

What we do

Assurance

Accounting & Bookkeeping

Assurance

image91

Improving the quality of your financial information; fast acting, cost efficient and highly effective support for your financial reporting needs.

  • Financial statement preparation
  • Compilation
  • Review
  • Audit, HUD audit, non-profit organization audit, single audit

Taxation

Accounting & Bookkeeping

Assurance

image92

Focusing on your tax planning so you can concentrate on running your business;  minimizing your tax liability and maximizing your refund.

  • FEIN application
  • Tax strategic planning
  • Federal and state tax preparation
  • Multi-state taxation
  • IRS tax audit help

Accounting & Bookkeeping

Accounting & Bookkeeping

Accounting & Bookkeeping

image93

Providing you with accurate and timely financial information to make sound decisions and help grow your business.

  • Set up chart of accounts and books
  • Bookkeeping; monthly, quarterly and annual reporting
  • Budgeting and cash flow management
  • Payroll services
  • Part-time CFO services

MEET JING

image94

An Expert in Her Field

Jing is a licensed CPA in California and has over 15 years of public accounting experience. She has worked extensively in planning and managing financial statement audit, HUD audit, not-for-profit and government audit, and single audit.  Jing also provides tax strategic planning and, federal and multi-state tax return preparations for corporations, partnerships and individuals.  A senior manager at Spiegel Accountancy Corp, and an audit and tax manager at Novogradic and Company LLP, Jing provides audit, tax, financial modeling and business consulting services to her clients. Jing is specialized in mortgage banking, private lending, construction and non-profit industries. She is also specialized in the housing tax credit programs and real estate industry.

image95

Accomplished Background

Jing received her bachelor’s degree in English Language and Literature and her master’s degree in Economics from Sichuan University in China. After winning several academic awards, including scholarships from the California Society of Certified Public Accountants and the American Woman’s Society of Certified Public Accountants, she received her second master’s degree in Business with a concentration in Accounting from San Francisco State University. 

image96

Fun Facts

Jing loves watching movies, cooking and spending quality time with her husband and son by globetrotting around the world. She also enjoys drawing and painting to unwind, and dancing, walking, hiking and biking to exercise. At the end of the day, what's most important is relaxing with a glass of red wine.

Contact Us

Reserve Your Free Consultation Now !

Visit Our Office!

We love to meet our clients. Make an appointment to visit today.

Jing Chen, CPA

Walnut Creek, California

(415) 305-3753

Opening hours

Open weekdays 9-5pm