Business Details
36 Years
experience
Trusted Accounting and Tax Services in Burlingame, CA
Established in 1990, Harry K. Jeung, CPA has served individuals and businesses across the San Francisco Bay Area for over three decades. Our firm specializes in delivering comprehensive accounting, tax planning, and financial advisory services tailored to meet the unique needs of clients ranging from mid-to-high net-worth individuals to small and mid-sized enterprises. With a team of certified professionals, we combine deep technical expertise with personalized guidance to help clients navigate complex financial landscapes. Our services span tax management, IRS representation, estate planning, bookkeeping, and strategic advisory solutions designed to minimize liabilities and maximize long-term growth.We maintain a strong commitment to integrity, evidenced by our tax return guarantee that covers penalties from errors. By staying current with evolving tax laws and leveraging technology like QuickBooks integration, we provide actionable insights that empower clients to make informed financial decisions. Our approach emphasizes proactive planning, thorough research, and transparent communication to build lasting relationships grounded in trust and measurable results.
Services
Tax Management
Accounting Services
Advisory Services
Bookkeeping
IRS Representation
Financial Planning
Estate Planning
Entity Selection
Debt Advising
Details
- Year established: 1990
Highlights and features
- We offer over 30 years of experience in accounting and tax services.
- Our team includes certified public accountants and tax experts.
- We provide a tax return guarantee covering penalties from errors.
- Personalized financial strategies tailored to individual and business needs.
- Comprehensive services spanning tax planning, IRS representation, and advisory.
Associations and certifications
- Certified QuickBooks ProAdvisors
Services
Tax Management Services
Our tax management services guide clients through strategic planning and preparation to minimize liabilities while maximizing cash flow. We leverage up-to-date knowledge of tax laws to optimize opportunities for individuals and businesses. Our approach ensures compliance and positions clients for long-term financial success through proactive planning.
Accounting Services
We provide accurate record-keeping, financial statement preparation, and system setup support for startups and established businesses. Our services include payroll processing, budgeting, and forecasting to streamline financial operations. These solutions help clients maintain profitability and capitalize on growth opportunities through reliable data-driven insights.
Advisory Services
Our advisory services focus on improving financial procedures, controlling costs, and implementing technology solutions tailored to client needs. We offer entity selection, business valuations, and succession planning to enhance operational efficiency. This strategic guidance helps businesses adapt to market changes and regulatory requirements effectively.
IRS Representation
We provide professional representation during IRS audits and guide clients through interactions with federal and state tax agencies. Our expertise reduces stress and ensures proper handling of tax disputes. This service includes resolving compliance issues and minimizing penalties through experienced advocacy on behalf of clients.
Financial Planning
Our financial planning services help clients achieve long-term goals through retirement strategies, investment analysis, and estate planning. We create customized roadmaps for financial independence while addressing tax implications. This comprehensive approach ensures clients maintain stability through all life stages.
People
Harry K. Jeung
Certified Public Accountant
Harry K. Jeung, CPA with over 30 years of experience, founded the firm in 1990. He specializes in tax planning, IRS representation, and financial advisory services. His expertise spans multiple industries, focusing on delivering personalized solutions to individuals and businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll processing, and system setup tailored to small business needs.
Do you handle tax planning for high-net-worth individuals?
Yes, we specialize in tax planning, estate strategies, and investment analysis for high-net-worth clients.
What industries do you serve?
We work with healthcare, construction, tech, legal, real estate, and nonprofit sectors among others.
How do you handle IRS audit representation?
Our team provides full audit support, communicating with tax authorities and resolving compliance issues on your behalf.
What sets your firm apart from other CPAs?
We combine 30+ years of experience with personalized service and a tax-return guarantee covering penalties.
