服务范围



财政管理 Finance Services:

在华尔街打滚的年头里使我对个人理财产生了及大的兴趣也从尔学到了很多知识和经验。个人理财投资和税务规划是密切相联的。详细服务内容,欢迎当面查询。

With intense interest and a wealth of knowledge in personal finance, I thought i would provide this service to all of my clients. Personal finance has a very close relationship with tax planning and therefore most clients will benefit from this service as well. I’m happy to offer a 30 minutes initial consultation for free. Please come prepared with your questions.

  1. 个人财政管理
  2. 股市投资和资询
  3. 退休金 (401k, IRA) 投资和资询
  4. 大学基金 (529) 投资和资询
  5. 晚年财政管理
  6. 遗产信托

想了解更多?请联系我们


税务服务 Tax Services:

所有税务 将有注册会计师处理。We are Licensed CPAs providing various tax and bookkeeping services including:

  1. 个人税务 Individual/Family Tax Return
  2. 公司税务 Business Quarterly/Annual Tax Return
  3. 公司成立解散 Business Formation/Dissolution
  4. 员工薪资出粮 Employee Payroll
  5. 电脑薄计 Book keeping
  6. 遗产信托及赠与税 Trust Administration
  7. 政府查税抗辩 Audit Assistanc

 

想了解更多?请联系我们