Feng Zhao, CPA

Progressive, Creative, Personalized

Our Firm

We are a progressive, creative and personalized small-size CPA firm located in Diamond Bar, CA. We provide a wide range of services including accounting, audit, review, tax and consulting.

Our Customers

We focus on small and medium size business, partnerships, corporations, estate, trust and individual clients. We are experienced and we are friendly. Our rates are affordable.

Our Goals

We're here to promote your financial success and security and to help your business grow by our professional accounting and tax services. We achieve this by working hard and smart.

We offer a wide range of services to our business and individual clients.

Please click on each service to see a brief description. Contact us if you have any questions or inquiries.


Bookkeeping/Write-Up

Qualified financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. We provide monthly, quarterly, semi-annual, annual financial statements depending on client's needs.

Employee Benefit Plans

We can assist with the development, implementation and administration of your employee benefit plan.

Tax Planning & Preparation

We can help to develop tax strategies that take advantage of tax laws and legislation to make sure you just to pay tax what you should pay.

IRS/FTB Notice and Representation

We are experienced in representing clients before government authorities.We know the procedures and know what the government wants.

Business Start up and Entity Selection

We can assist you in evaluating the pros and cons of each entity type(C Corp, S Corp, Partnership, LLC, Trust etc) to help you determine the most advantageous form of business for your company.

Payroll Tax, Sales Tax, Property Tax

We provide payroll services and file all tax returns for you, including tax returns for sales tax, property tax, city tax, fuel tax etc.

Reviews and Compilations

We provide monthly, quarterly, semi-annual, annual compiled financial statements depending on client's needs.

Financial Forecasts & Projections

We can assist you to do financial forecasts & projections, that will help you effectively manage your business and lead a business to profitability and achieve your company's financial goals.

Cash Flow & Budgeting Analysis

We can help you to forecast and track the cash flow of your business.

Estate & Trust Tax Preparation

We can help you file gift, estate and trust tax returns based on estate planning.

Estate Planning

Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. We can help to facilitate the orderly transfer of assets to your beneficiaries or your surviving spouse. For business owners, business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Retirement Planning

We can help you plan your retirement.

Buying & Selling a Business

Buying or selling a business? We can help you with business valuation, cash flow and tax considerations.

Financial Planning

We provide professional financial planning services, which include forecast & projection, budget, cash flow management etc.

Business Succession Planning

See estate planning

Fraud Prevention & Detection

We can use our accounting, tax and audit expertises to assist you with fraud prevention and detection.

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level

Expert Witness Services

We provide witness services as a qualified professional to present his/her opinion to support or oppose evidence submitted to the court.

Telephone

(909) 248-8284

Fax

(909) 992-3628

Email

fengzcpa@gmail.com

Address

2058 Kiowa Crest Drive, Unit 2
Diamond Bar, CA  91765

Contact Us Directly

Click on any of the links below to get more information.