Financial Planning Services

Financial Planner

Whenever you plan on a merger or acquisition, international business expansion, or assets & wealth transfer, have ChineseCPA be your financial planner to help you make the right move. We preplan your investment based on your needs to maximize your benefits, protect your assets legally, and reduce your unnecessary tax burdens.
On Merger & Acquisition— Chinese CPA will not only evaluate the tax impacts created by different tax entities on the shareholders and corporation from a merger or acquisition but also go the extra mile to plan out a “tax-free” criteria and forecast future financial operations based on the existing portfolio.

On International Business Expansion— You may easily get bewildered by tax laws, unknown costs of new business setup, or finding the right financial partners. ChineseCPA will clear your confusion by designing a tax-saving package, analyzing the risks, and forecasting the financial operations based on your intention, capital investment amount and the existing corporate structure.

On Assets & Wealth Transfer— How does one invest wealth globally through the U.S.? How and where does one legally transfer wealth without tax burdens? How much of ones wealth does one need to plan out? Chinese CPA can implement a tax haven strategy for you.

Projection Analysis

When you plan to acquire a company, you need to have a projection analysis of that company before your purchase.  Through the years, ChineseCPA has developed a reliable analysis formula to forecast the investment risk, growth, and profitability of the company you plan to acquire.  Our projection analysis enables that you will make the right business decision based on our analysis conclusions. 


New Company Setup

Whether you are a corporate executive, private investor or entrepreneur, you will need professional advice from ChineseCPA when you plan to set up a new business in the U.S.  There are many legal and tax issues that need to be thoroughly considered.  ChineseCPA will advise you on which corporate and tax entity is best for you, and help you set up the entity based on your capital investment and shareholding amount.

For example, with over $675,000 investment, you will have a choice of buying an individually managed business, setting up an LLC or trust, using the family limited partnership to own a C-corporation, or acquiring a proper tax-advantageous percentage of existing corporate shares.  Different types of business investments will lead to different tax advantages. 

The key to your business investment setup is to do it correctly at the beginning and with the trustworthy help of ChineseCPA, you will do just that.



When you plan to invest your wealth in the U.S., whether for business or for a personal account, it is certainly better to do it with as much knowledge as you could have so that you will not make mistakes.  ChineseCPA can equip you with the kind of knowledge you need to make the right move.

For example, regarding real estate investment, we can help you save taxes or even have no taxes for a property purchase at $300,000.00 or less, and advise you on the proper LLC (Limited Liability Company) or trust setup for any large real estate investment that is over one million dollars.  On investment taxation, we may advise you to make ten-thousand-dollar gifts to your children in order to lower your high tax bracket from dividend or capital gain income, or we may suggest you set up a trust or LLC to avoid probate tax on your beneficiaries.  On business investment, we can help you on immigration investment for a minimum amount of half a million dollars or more, or on corporate stock share purchase that may save you tax and even obtain immigration benefits under certain conditions.  On stock investment, we can help you get tax credits for the accrued interests and commissions paid to the brokerage firms.

As each investment case is unique in its own way, it would be in your best interest to have ChineseCPA serve you as your consultant on all that you plan to do. 


Taxation Heaven

You have significant wealth and you want to transfer it legally to the U.S. without challenging the U.S. federal and state tax authorities.  You are a corporate CEO and you are thinking about launching a business investment or expansion in the U.S., but you don’t want to overpay on taxes.  You are an assets-based individual and you want to enjoy your growing profit without unnecessary tax withholding.

ChineseCPA can help you.  We serve as your financial advisers to recommend the proper corporate entity and the right type of trust to save on your taxes. We have high-caliber CPAs who have degrees in Master of Taxation with years of practice in taxation.  We can lead you to taxation heaven. 


Advisory referral

ChineseCPA has close connections with banks, attorneys, immigration service firms, financial institutions, computer experts, and other business professionals.  We provide you with our referrals and work with them to help you with every aspect of your business or personal investment plan.  It will be our mission to help your investment become successful!