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Loc Tran

Enrolled Agent

(408) 365-4112

Income Taxes

We'll take care of your Individual Income Tax filing with up-to-date tax laws and requirements from the IRS and will surely cover all of the tax credits that you are entitled to.


We are also experienced on the tax filing for Non-Profit, Partnership & S/C Corporation.


Free E-filing for all States.


Whether you are late or just want to add-on or correct your past year tax returns, we are here to follow up with you on the Back Tax filing and Tax Amendment.


 We provide a comprehensive bookkeeping service for small businesses and companies to cover for the following assignments:


* Accounts Payable and Receivables

* Invoice and collection of past due accounts

* P&L report & Financial Statements

* Bank & credit card accounts reconciliation

* Strategic Planning, Worksheets, Processes

Payroll & Sales tax

 We'll setup and tailor the payroll to your need whether it's weekly, bi-weekly for monthly. 


We'll generate paychecks of your choice:


* Issue paychecks and mail-out or pickup

* Setup paychecks printout at your site

* Direct deposit to employee's bank account


We'll file Federal and State quarterly reports for 941, DE9, DE9-C and DE-88.

At the year end, we'll file year-end reports, generate and e-file W-3/W-2, 1096/1099-MISC then mail them out to each of your employee or independent contractor.


For Sales Tax, we provide monthly, quarterly or annually online filing services of the sales tax for your business accordingly.

Dear Clients,

Please call to schedule the drop off of your tax records or upload them onto the server under your account.

Our Staff will contact you to schedule the final review accordingly when it's done.

Thank you for your support!

New Business

We'll work with you to setup your Business & forming your Corporation or LLC including the following:


* File your company Article of Organization

* Apply for EIN and State Tax ID

* Prepare form 2553 for S-corp Election

* Filing Statement of Information

* By Law preparation for your LLC or Corp

One more thing, what happens if the business went south! Well, we undestand and will be on your side to take care of the Business closing/dissolution, get your final tax done and button up all loose ends properly.


​Whether it's your personal tax examination, a company routine audit or just general inquiries that you get into for any reasons, and even if your are not our clients, we are registered and has earned the privilege to represent you before the IRS, EDD, FTB and CDTFA.


With your delegation, we'll work with you all the way to study, review your case and will represent you to the fullest for the fainess as taxpayers.

Tax Planning

Base on the current tax laws, we'll discuss and take a closed look at your portfolio investment to analyze your financial situation from a tax perspective.


Our objective is to align financial goals with tax efficiency planning which focus on business options, investments, review tax deductions and tax credits for personal, self-employed and businesses. 

Meet the Staff

Loc Tran - General Manager

With more than 10 years of experiences as an Enrolled Agent. Loc is the General Manager responsible for providing clients' tax planning, evaluating our company payroll and tax platform, training new hire and managing our company's daily assignments.


Tai Le - Principle Tax Accountant

MBA Degree in Business, Tai has been the Principle Tax Accountant since 2018. His role is to evaluate and implement annual tax software to keep our tax platform up-to-date and providing complicated Corporate/Partnership tax filing for our clients.


Tuyen Bui - Sr  Payroll Admin Associate

Tuyen joined the company in 2017.

Currently, Tuyen is the Sr Tax Associate responsible for payroll admin to all clients and provide comprehensive personal and business tax filing for our clients

Huong Ho - Sr Tax Associate

Huong Joined the company in 2018. 

Currently, Huong is the Sr Tax Associate to provide comprehensive personal and business tax filing for our clients


Tu Linh Dao Nguyen - Sr Tax Accountant

Tu Linh joined the company in 2014.

Currently, Tu Linh is the Sr Tax Accountant to provide bookkeeping service and responsible for comprehensive personal and business tax filing for our clients

Phuong Nguyen - Sr Tax Accountant

Phuong Joined the company in 2013. 

Currently, Phuong is the Sr Tax Accountant to provide bookkeeping service and responsible for comprehensive personal and business tax filing for our clients

Dung Trinh - Sr Tax Associates

Dung Trinh Joined the company in 2022

Currently Dung Trinh is responsible for providing comprehensive personal and business tax filing including Corporate/Partnership taxes for our clients.

Thuy Tran - Office Manager

Thuy has joined the company since 2010 and has been responsible for logistics, document control, customer support and coordinate with our staff for daily tasks and schedule client's appointment.

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