28 North First Street, Suite  900,San Jose, CA 95113


+1 (408) 998-1688


8/22/2020 3:00PM ~ 4:00PM

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Award of Excellence



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What We Do

Accounting and Financial Services for Your Business

Our team is highly experienced in doing specialized audits, setting up accounting systems, as well as working with private foundations. Aside from these, we can also do jobs involving financial statement audits, tax returns, payroll reviews, and other bookkeeping services for individuals and corporate businesses.

Audits and Attestation

Financial Statements Attestation
Financial Statement Audit
Non-Carry Broker-Dealer Audit
401(k) Audit
Nonprofit Organization Audit
Financial Statement Review

Financial Services

Business Valuation
Business Structure and Analysis
Business Merger and Acquisitions
Business Dissolutions
Setup Living Trust
Private Foundation and 501(c)(3) Setup

Accounting and Tax Filing

Accounting System Setup
Financial Statements Preparation
Bookkeeping Service
Individual Income Tax Filing
Business Income Tax Filing
Gift and Estate Tax

Get to Know Our Skilled and Experienced Accountant

Rosemary has served the Bay Area for nearly 30 years. Her expertise has brought her numerous accolades throughout the US and internationally for her skills. Rosemary has attained numerous degrees and designations including CPA, MBA, and MST. She is a member of the accounting industry’s self-regulatory organization the Public Company Accounting Oversight Board (PCAOB), the American Institute of Certified Public Accountants (AICPA), and the California Certified Public Accountant (CalCPA).

We will provide personalized service and adjust how we work according to your specific needs. For more information about what we do, reach out to our team today. We look forward to hearing from you!


(408) 998-1688


(408) 998-1689


(408) 277-0440

Office hours

Monday- Friday 8:30-5:30 PST


28 North First Street, Suite 900,
San Jose, CA 95113