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    A small team with big solutions—that's valuable.
    Certified Public Accountants
Small Business Specialist
From pre-revenue startup entities to mature exit stage enterprises, we’ve got you covered!
Community
We always focus our energy on our clients and love spending time with them to help them solve their problems.
Accounting & Forecasting

We can implement systems and train your team to prepare financial records!

 

 

Audit Defense
Being examined by the state or Federal tax authorities? See us - we can help!
Client Services
Our firm offers a wide range of services to our individual and business clients. Through our extensive network of professionals we are able to offer big firm quality and expertise with the comfort of a smaller firm, our clients benefit by this unique combination that is beyond comparison.

Mergers and Aquisitions

We always focus our energy on our clients and love spending time with them to help them solve their problems.

Accounting Services

From pre-revenue startup entities to mature exit stage enterprises, we’ve got you covered!

Compilations

We can implement systems and train your team to prepare financial records!

Tax Services

Being examined by the state or Federal tax authorities? See us - we can help!

Tax Planning and Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

IRS Represenation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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A Small Team Packed With a Lot of Experience
Meet Your Partners

Andrew Tran, CPA

- Owner

Andrew holds an active CPA license (number 98497) and is currently a member of American Institute of Certified Public Accountants (AICPA), California Society of Public Accountants (CalCPA), and various local business chambers. In his spare time, Andrew is a frequent traveler and enjoys the outdoors.

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Eric Song

- Supervisor

Eric registered as a tax preparer through the California Tax Education Council (CTEC) and is an Enrolled Agent (EA)

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Allen Tran

- Manager

Allen also specializes in accounting for businesses, probate and trust, and tax preparation for individuals and corporations.

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Kayley Vu

- Operations Supervisor

Kayley rejoined the firm in the beginning of 2019 after spending one year at Windes, Inc as a staff accountant. Prior to our firm, she has interned at various private companies and Project Hope Alliance (nonprofit organization). She is currently pursuing her CPA license, and is expected to be licensed in 2020. Her roles in our office consists of bookkeeping, preparation of tax returns, and operations. In addition, her area of expertise is nonprofit accounting and formation.

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Hoang H. Ngo

- Of Counsel

Mr. Ngo currently practices in the areas of civil litigation, business litigation, personal injury, family law, bankruptcy, unlawful detainers, and criminal law.

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