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

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. 

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.

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,

Due to the COVID-19, please call to schedule the drop off of your tax records.

Our Staff will contact you to schedule the final review and pick up of your income

tax return accordingly when it's done.

Thank you for your support!

Business    Services

​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.

We affiliate with experienced insurance agents to take care of the Liabilities Insurance and Worker's Comp for your business.


Also, we can refer you to financial advisers from New York Life, Mass Mutual etc. for your Life Insurance needs and discuss the financial planning for the future. 


None of us has a crystal ball so we can't be certain of what the future holds but with a financial plan by your side, you will be prepared for the unexpected and able to live with a fully renewed sense of freedom.