About Us

• Our practice focuses on serving companies with cross-border transactions in these industries:  High-Tech (Software, Saas, Semiconductor, Fintech, etc.), Clean Tech/Green Energy, E-commerce, Telecommunications, Life Sciences/Biotech, and Cross-Border Investment funds.
• We play a leading role in serving clients from start-up companies to large public companies with complex domestic and international tax issues. 
• Our team leaders are former U.S. Big Four accounting firm Partners and Directors with extensive experience in cross-border tax planning, transfer pricing, FATCA compliance, U.S tax compliance as well as cross-border mergers and acquisitions.  
• We offer a one-stop shop service to foreign companies doing business in the U.S., together with our affiliated firms.

Tax Planning for Cross-border Investment Structure and Implementation

• Outbound – U.S. companies setting up foreign subsidiaries overseas, structure planning and exit strategies
• Inbound – investment into the U.S., structure planning and exit strategies
• Global IP strategy and transfer pricing planning
• Advise on cross-border transactions, optimization of operating models and supply chain flow
• Investment and exit strategy planning related to business entities and new investors from foreign jurisdictions
• Joint venture structure planning

U.S. Tax Planning, Reporting and Compliance

• U.S. Federal and Multi-state tax planning
• Transfer pricing planning and implementation 
• Federal and state income tax return compliance and reporting 
• Indirect tax compliance and reporting and other tax related reporting 
• Stock option planning and consulting
• R&D credit study 
• Section 382 study
• Interim Tax Director service

International Accounting and Reporting

• Assist in financial reporting related to cross-border transactions
• Preparation of separate legal entity financials under U.S. GAAP to meet U.S. reporting requirements
• Financial statement conversion between U.S. GAAP and foreign statutory report standards

Cross-border Merger & Acquisition

• Design and implement tax structures for outbound and inbound acquisitions
• Post-acquisition reorganization, restructuring and integration of operations
• U.S. tax due diligence
• Integrate and streamline accounting and tax reporting

• Our prime location in the Silicon Valley region facilitates synchronization between capital markets and the technology sector, and communication with key industry stakeholders.
• Our team is led by former Big Four consultants who have established connections to reputable professionals in all aspects of international business.
• Extensive experience serving high-tech companies in multiple sectors.
• Extensive experience consulting funds with cross-border transactions
• Bilingual communication in English and Chinese