About Us

A non traditional CPA and business advisory firm

Elite Tax Planning & CFO Advisory firm that specializes in providing business owners with certainty and clarity regarding taxes & growth.

Our Approach

A Team That Knows You — Not Just Your Numbers

Many CPA firms claim to offer tax planning services. But here’s the truth: most don’t have a structured process to actually reduce your taxes. They may offer a few generic tips at tax time, but they’re not proactively working to reduce your tax bill throughout the year.

We’re Different.

We start by understanding your business, your goals, and what financial freedom looks like for you. Then we translate complex tax code into clear, strategic tax plans — tailored to you.

And we don’t just talk once a year. We meet with you four times a year to

So you’re never caught off guard.

Personalized. Proactive. Powerful.

You’re not just a file in our system. You’re a business owner with a vision. And we’re here to help you realized it.

When you work with us, you don’t just get a tax return — you get:

Whether you’re looking to make smarter, more confident tax decisions, Preserve wealth, or Just get caught up on back taxes (without judgment)…We’re here to help — every step of the way

Let’s build your personalized tax plan — and put more money back in your pocket.

Management Team & Advisor

We Work For Your Success

Steven Gu

CPA, LLM Tax, Tax Attorney, KPMG Alumni, 18+ Years Tax experience

Patricia Chen

OF COUNSEL, JD, LLM Tax, Attorney, KPMG Alumni, 18+ Years Tax Experience

Hideo Takada

Advisor, CPA, KPMG Alumni, 30+ Years Audit experience

Our Mission:

Empower Smarter Tax Decisions

As your dedicated Tax Strategists, we’re committed to empowering small businesses for smarter tax and financial decisions. We help you navigate the complexities of the ever-changing maze of tax laws, ensuring you pay less taxes, foster business growth, and increase your personal wealth.

Join us for a journey towards financial clarity and accelerated business growth.

Together, let’s Cut Those Taxes !

Our Culture code

  • We are intensely committed to both our mission and metrics.
  • We believe in radical transparency.
  • We favor autonomy and take ownership.
  • We believe our best perk is amazing people.
  • We dare to be different and question the status quo.