• MAXVAL CPA

    注册会计师事务所

  • Who We Are

    MAXVAL CPA 是一个提供全面会计，税务和财务规划服务的美国注册会计师事务所，位于加利福尼亚州，湾区的圣荷西（硅谷），为美国和中国的企业和个人提供公司注册成立(Business Incorporation)，个人和公司报税(Tax return filing)， 公司会计服务（Accounting bookkeeping, Payroll processing），跨国经营的税务和财务规划方面的咨询服务 (Tax Strategies and Financial Planning)，公司并购 (Merge and Acquisition)，尽职调查 (Due diligence)，兼职CFO咨询（Part Time CFO Consulting)。公司的团队是由具有丰富美国4大会计公司工作经验的美国注册会计师和商业管理专业人员组成，为美国和中国企业，在业务开创的初始阶段，提供完整的规划，包括美国公司类型选择，美国公司成立注册，建立税务和财务管理，跨国经营，公司并购和业务扩展计划.

     

    MAXVAL CPA is one of leading CPA firms in bay area, based at San Jose, California, providing Chinese and American enterprises with new business incorporation, individual and business tax return preparation and filing, tax strategies and financial planning, part time CFO consulting, due diligence for M&A. MAXVAL team has established solid experience in industries and big 4 accounting firms, is able to deliver solutions for client's international operation and business development.

     

    Our firm provides outstanding service to our clients because of our dedication to underlying principles of professionalism, responsiveness and quality. By combining our expertise, experience and the diligence of our team, each client receives close personal and professional attention. Our firm is responsive. Clients who choose our firm rely on competent advice and fast and reliable service. We provide total financial services to individuals, medium and small businesses. We continue to grow by new business from the people who know our quality well and client referrals.

    Li Wang, CPA, Managing Partner

    美国注册会计师

    王莉，MAXVAL注册会计事务所的创立人，是美国多个州的注册会计师，曾在美国四大会计公司之一的普华永道工作，任美国高科技上市公司财务副总经理， 和创业公司的CFO。在税务，跨国经营的税务和财务的管理方面，具有18年的丰富经验。王莉专长于帮助初创公司和国际运营的公司建立税务和财务的构架，获得天使投资，风险投资融资，私募投资和银行贷款，为顾客提供税务规划，财务预算，和国际商业扩展规划。王莉在公司并购，尽职调查，IPO准备，美国上市公司的SEC 10Q和10K审计，和萨宾斯404法律的合规方面具有多年的实践经验。

     

    Michael Ownby, CPA, Managing Advisor

    美国注册会计师

    美国注册会计师，中美合资公司董事，财务总监，专长于国际商业管理，美国上市公司合规。

    Specialties: International Business, Board of Directors member for China Joint Venture, Treasury, Controllership, Corporate Governance, Sarbanes-Oxley compliance, FCPA Compliance, Business Planning, Stock Option Administration/Accounting, SEC Reporting.

     

    Amy Su, CPA, Managing Advisor

    美国注册会计师

     

    Amy Su，加州注册会计师，合伙人，在美国四大会计师事务所和政府机构拥有15 年的税务和审计经验。 她获得了会计学士和税务硕士学位，并在普华永道和安永开始了她的职业生涯。Amy 致力于满足每位客户规划未来的需求，并凭借她在税务、会计和商业金融服务各个方面的广泛知识和经验，始终提供最优质的服务。 她还利用这些知识和专业知识来帮助社区。

     

     

    Michael Nanny, AAS, BA, MA, MPA, Accounting Manager

    会计和财务经理

    专长于美国政府机构的管理，在政府和公共事业部门工作多年。

    Michael has multidisciplinary achievements. He has history of CPA licensure with seven years of accounting experience. He worked for ATT at positions of finance and accounting for many years, and participated in projects of merge and acquisition. He has solid knowledge in government agency, fortune 500 company and private business.

  • What We Do

    为企业和个人报税 （Tax Returns for Business and Individuals）， 财务会计（Finance, accounting and bookkeeping), 兼职CFO咨询（Part time CFO consulting), 公司注册成立(Business Incorporation)，跨国经营的税务和财务规划方面的咨询服务 (Tax strategies and financial planning), 公司并购 (Merge and Acquisition), 尽职调查 (Due diligence)。

    为企业和个人报税

    Prepare and File Tax Returns for Business and Individuals

    我们根据客户的具体情况，为公司和个人报税，为个人和公司合法节税，省税。

    According to business and individual's information, we prepare and file tax returns to achieve favorable results.

    为客户提供财务和会计服务

    Accounting bookkeeping and reporting

    根据客户的跨国经营模式，建立会计账目，登账，汇总和结算。

    Provide accounting, payroll processing and reporting services.

    为中国企业在美国注册成立公司

    Incorporate New Business in US

    我们根据客户的国际经营的模式，选择其美国公司的类型，设计公司构架和税务规划。为中国的企业在美国注册成立公司。

    We provide company structure, tax strategies and incorporate new business in US according to client's international operations, and tax planning.

    国际税务咨询和管理

    International Tax Structure and Strategies

    and Financial Planning

    When you expend your business into or out of the United States, for operations or personnel, tax compliance and operation planning is important. Our International Tax Services has the extensive expertise and the technical knowledge to assist in structuring transactions internationally, especially operation between US and China. The Firm works closely with our international affiliates to assist clients by minimizing their overall tax burden while coordinating tax planning and compliance services.

    Maxval CPA provides professional international tax planning, international accounting and consulting services in the following areas:

    Services for Business

    • International tax compliance and planning for international business operation.
    • Establishment of accounting for international operations.
    • Financial reporting and consolidation of reporting for international operation.
    • Transfer pricing strategy.
    • Tax and financial statement compliance with regulations.
    • Optimization of structures for foreign investment and business operations in the U.S.
    • Optimization of structures for U.S. investment and business operations outside of the U.S.
    • Structuring for cross-border acquisitions, sales and other exchanges.

    Services for Individual

    • Tax planning and preparation of U.S. executives working and residing overseas.
    • Tax planning and preparation of foreign executives working and residing in the U.S.
    • Tax issues for non-citizens immigrating to the U.S.
    • Tax issues for individuals considering expatriation from the U.S.
    • Gift, trust and estate considerations for non-citizens with U.S. based assets.

      兼职财务总监咨询服务

      CFO (Part Time CFO Services)Consulting

      创业公司从开始就需要专业的财务规划指导公司的融资，发展，并购和上市，但是它们又不能负担一个全职财务总监或CFO（Controller）的费用。雇佣一个全职财务总监的费用至少是10万美元年薪加上相应的奖金和福利。因此雇佣一个兼职财务总监/兼职CFO是一个合理的选择。

      我们的兼职财务总监服务/兼职CFO提供给您专业的意见,同时大大减少公司的成本。

      • 兼职财务总监/兼职CFO提供合理的公司运营，财务，税务架构和规划。
      • 帮助在美国和其他国家成立公司，实施合理的税务构架。
      • 兼职财务总监/兼职CFO指导和实施运营规划。
      • 兼职财务总监/兼职CFO帮助企业建立财务管理团队，掌控好资金的投入。
      • 兼职财务总监/兼职CFO帮助提供准确的分析报告。
      • 兼职财务总监/兼职CFO协助公司在关于融资，发展，并购和上市方面做出正确的决定。
      • 兼职财务总监/兼职CFO协助公司实施尽职调查（Due Diligence）培训和管理会计专员。
      • 协助与经纪人、律师、供应商、保险代理联系沟通等.....
      • The Chief Financial Officer (CFO) position plays an important role  in the success of any company. A capable CFO is able to take over company's accounting, budgeting, funding and tax planning. His/her experience and expertise impact company's growth, management, performance, and IPO.  However, the costs associated with a CFO role typically put it out of the reach of many small businesses and startups. Hiring a professional part time CFO is cost-saving and efficient.

      并购, 投资和尽职调查

      Merge and Acquisition, Due Diligence

      帮助客户了解行业结构和发展趋势，选择目标公司，调研目标公司，建立和交流意向，提交要约，尽职调查，协助完成并购或投资以及之后的运营管理。 Support clients to understand industry trends, identify target companies and provide due diligence service for merge and acquisition.

      • Contact Us

        1900 Camden Ave. Suite 101
        San Jose, CA 95124
        9:00 - 6:00
        微信：Liwangusa555
        408-564-8481
        408-564-8481
        jwang@maxvalcpa.com;
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