Amy Su, CPA

Accounting firm in Cupertino, CA (show on map)

California Financial & Tax Services provides accounting, tax, and financial planning services in Cupertino, California with over 20 years of experience.

Call (408) 996-1900

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About

California Financial & Tax Services has been serving clients for over 20 years, offering comprehensive accounting and tax services with a personalized touch. Services include accounting (incorporations, financial statements, bookkeeping, QuickBooks advisory, payroll, nonprofit services), tax services (audit representation, business and individual tax returns, sales tax, e-file), and financial planning (tax planning, college savings, retirement, estate planning, insurance).

The firm specializes in serving expatriate and foreign national clients, small businesses, real estate professionals, contractors, international trading firms, high tech startups, and nonprofit organizations.

Over 20 years of experience

Bilingual English/Chinese services

Big Four accounting background

Multiple enrolled agents and CPAs on staff

Personalized service approach

Services

Accounting Services

Complete accounting services for small businesses including incorporations, financial statement preparation, bookkeeping, QuickBooks advisory, and payroll services.

Incorporations Service Financial Statement Preparation Bookkeeping QuickBooks Advisor Payroll Services Not-For-Profit Services

Tax Services

Tax preparation and planning services including audit representation, business tax returns, individual tax returns, sales tax, and e-file services.

Tax Audit Representative Business Tax Returns Individual Tax Returns Sales Tax Services E-file Provider

Financial Planning

Comprehensive financial planning including tax planning, college savings, retirement planning, estate planning, and insurance protection.

Tax Planning College Planning Retirement Planning Estate Planning Insurance / Protection

Tax Audit Representation

Specialized representation in tax audits dealing with Internal Revenue Service and State tax agencies for businesses and individuals.

IRS Audit State Tax Agency Representation

Credentials & Certifications

Certified Public Accountant (CPA)

Enrolled Agent (IRS)

QuickBooks Advisor

Frequently Asked Questions

What services does California Financial & Tax Services offer? +

The firm offers accounting services (incorporations, financial statements, bookkeeping, QuickBooks, payroll, nonprofit), tax services (audit representation, business and individual tax returns, sales tax, e-file), and financial planning (tax planning, college savings, retirement, estate planning, insurance).

What types of clients does California Financial & Tax Services serve? +

The firm serves expatriate and foreign national clients, small businesses, real estate brokers, general contractors, international trading firms, high tech startups, and nonprofit organizations.

What are the credentials of Amy Su? +

Amy Su has a Bachelor's degree in Accounting and Master's degree in Taxation, with 25 years of tax and auditing experience with Big Four public accounting firms and a government agency.

Does the firm provide audit representation? +

Yes, the firm specializes in all kinds of tax audits and deals with Internal Revenue Service and State tax agencies for businesses and individuals.

What languages are supported? +

The firm provides services in both English and Chinese (Mandarin), serving both domestic and international clients.

Where is California Financial & Tax Services located? +

The firm is located at 10080 N. Wolfe Road, Suite SW3-200, Cupertino, CA 95014.

Does California Financial & Tax Services specialize in foreign national tax returns? +

Yes, the firm specializes in foreign national and expatriate tax returns, along with other international tax services.

What financial planning services are available? +

Financial planning services include tax planning, college savings plans, retirement planning, estate planning, and life insurance/protection services.