Hire the Best Tax Preparers in California

Bilingual (English / 中文) IRS Enrolled Agent specializing in non-resident and cross-border US tax — I help foreign founders, non-resident investors, and Chinese-speaking clients file accurately and stay compliant with the IRS in all 50 states. As a federally licensed EA, I am authorized to prepare, sign, e-file, and represent you before the IRS — and I focus on exactly the situations most preparers avoid: non-resident returns, dual-status years, foreign-asset reporting, and US tax for people and businesses with cross-border ties. Cross-border & non-resident (my specialty): • Form 1040-NR, dual-status returns, MFS with a non-resident spouse • FBAR (FinCEN 114) and FATCA (Form 8938) foreign-asset reporting • US tax for foreign nationals, foreign-owned LLCs, and non-resident investors • Delinquent / multi-year catch-up filings and amended returns (1040-X) US small business & individuals: • S-Corp (1120-S), Partnership (1065 + K-1), LLC, sole proprietor — prep, planning & entity compliance • Rental real estate (Schedule E), depreciation, passive-activity planning • Estimated taxes, multi-state filings, and year-round tax advisory • IRS representation — notices, correspondence, and resolution Why work with me: ✔ IRS-licensed Enrolled Agent — I can represent you, not just file ✔ Fully bilingual (English & Mandarin) — clear communication for Chinese-speaking clients ✔ US-based (California) — real-time service and compliance you can trust ✔ Founder of JerryEA Tax Services; licensed insurance professional (retirement & risk perspective) I value accuracy, fast responses, and long-term client relationships. Whether you are a non-resident unsure how to file, a foreign founder with a US LLC, or a small business that wants a tax pro who plans ahead — let us talk through your situation. 中英双语服务 —— 无论您是在美华人、非居民投资人，还是有美国公司或海外资产需要申报（FBAR/FATCA），我都能用中文为您清楚讲解。

Hello, My name is Alan and look forward to working with you! I communicate with my clients via Slack or email and feel free to look at my Google reviews by Googling "Potrus CPA." 🔍 Experienced Fractional CFO & Financial Expert Offering Comprehensive Solutions I am a seasoned CPA, Quickbooks Pro Advisor, and certified tax preparer with over 10 years of proven expertise in bookkeeping, accounting, tax prep/filing, tax planning, budgeting, and financial management. 📊 Services Offered: 1. Bookkeeping (Clean-up) & Accounting: Specializing in QuickBooks (clean-up and catch-up), XERO, Gusto payroll, and more, while efficiently handling all your financial records. 2. Tax Planning: Precision-crafted tax strategies have consistently saved our clients tens of thousands of dollars in taxes, offering a financial shield while maximizing every available tax saving and tax credit possible. 3. Tax Preparation & Filing: Expertly navigate tax regulations to ensure compliance while optimizing your tax filing and strategy. 4. Financial Reporting: I create strategic financial plans for my clients and harness analytics to optimize your financial path. 5. Financial Analysis & Modeling: I possess a deep analytical acumen, providing insights through budgeting, forecasting, and financial modeling. 6. Data Management & Analysis: My expertise extends to data entry, web research, and generating insightful statistical reports. 🌐 Software Proficiency: QuickBooks Online/Desktop, XERO, Bill.com, Hubdoc, Docusign, SmartVault, Salesforce, Expensify, Tsheets, Google Sheets/Excel, and more. 💼 Industries Served: From startups to established companies, across diverse sectors and revenue ranges, I've successfully provided tailored financial solutions to clients worldwide. 🏆 Why Choose Me? Holistic Financial Expertise: I offer a one-stop financial solution by covering everything from bookkeeping to valuation to tax strategy/planning. Responsive & Communicative: My team and I are highly responsive and proactive in our collaboration to ensure clear and quick communication. Client-Centric: I ensure an approach personalized to your business and your goals. Proven Success: My contribution has led established companies to thrive and startups to raise significant capital while maximizing tax deductions through strategic tax filing and planning. Financial Reporting: I transform complex financial data into meaningful insights that pave the way for sustained growth. Contact me today so we can unlock your financial potential together. I look forward to assisting you with your financial needs.

Need your tax returns filed accurately or your QuickBooks books cleaned up by a Certified QBO ProAdvisor? I provide seamless, audit-ready tax preparation and integrated bookkeeping tailored for US small businesses, freelancers, and individuals across all 50 states. With a Master’s Degree in Economics and executive business operations experience, I bring a high level of financial literacy to your tax compliance. I don’t just enter numbers; I thoroughly analyze the financial health behind your operations to uncover maximum legal deductions and strategies. Our Advantage: A Dedicated Husband-and-Wife Professional Team We operate as a boutique, family-owned practice of two complementary specialists rather than a distant agency. You get direct, one-on-one communication with me for your US tax preparation and filing (CRTP), while my spouse—a Senior Bookkeeper and Certified QuickBooks ProAdvisor with 5+ years of experience—manages in-depth reconciliation. By handling your bookkeeping and tax filing under one roof, we check for complete audit-readiness and accuracy without the overhead or disconnect of multiple contractors. Services Offered: -- Individual Tax Preparation (Form 1040): Expert handling of W-2 income, dividends, interest, and multi-state residency adjustments. -- Self-Employed & Freelancers (Schedule C): Maximizing write-offs, home office deductions, and expense tracking for independent contractors. -- Amended Returns & Extensions (Form 1040-X): Comprehensive cleanup and correction of prior-year tax mistakes and late-season filings. -- Multi-State Tax Filings: Specialized expertise in California Franchise Tax Board (FTB) regulations and filings across all other U.S. states. -- Secure Remote Workflow: 100% digital, encrypted document exchange and secure e-filing for your complete peace of mind. Whether you filed a tax extension, need to clean up your books for past quarters, or require immediate consulting on multi-state compliance, I have immediate availability to start on your files today. Let’s get your books cleaned up and your taxes filed accurately!

I am a seasoned professional in the accounting industry, customer satisfaction and retention drive my business. By combining bookkeeping, payroll, and taxation, I help my clients navigate the complexities of financial management so they can concentrate on what matters most—their core business.

Certified Public Accountant (CPA)with 15+ years of experience as a Senior Accountant, Skilled in all areas of accounting and extensive knowledge of Tax from individual to large businesses with consistently meeting deadlines under pressure. • Licensed CPA from California. • Responsible for payroll & sales tax filing for clients. • Expert at designing accounting functions, systems, and best practices. • Responsible for reviewing & compiling client’s financial statement from E-commerce , Health, Automobile, Construction, Manufacturing & entertainment industries. • Expertise in remote work with minimal supervision, ensured client information confidentiality & Maintained positive relationships with prompt response to calls and emails. • Experience using online tools like Slack, Google Drive and Zoom skill • Individual Taxation ( form 1040 ). Expertise in case like capital gain, RSU ,ESPP , Rental income, Foreign income • Business Tax return ( Form 1120S, 1120, 1065).Expertise to solve all tax complication with required schedule for pass through business entity. • Bookkeeping, accounting and payroll services.

Specializing in helping clients meet their business' accounting needs. I'll help you from Square 1 including LLC Formation, State compliance filings, Setting up QBO chart of accounts. I provide outsourced tax accounting and business consultation services My 15+ years experience in tax and accounting afford me a level of expertise that will meet your business' needs and beyond. I am currently studying to become a CPA. It would be pleasure to help you and your business. Certified Quickbooks ProAdvisor. Experienced at learning new accounting systems, large-scale integrations and import/export of large data sets.