Business Details
Your Trusted Partner for Accounting & Tax Solutions
At Jade Bai CPA, we bring over a decade of hands-on expertise in tax, accounting, and payroll services to businesses across diverse industries. As a Certified Public Accountant (CPA) with an MBA in Accountancy, I combine advanced education with practical experience in manufacturing, real estate, and financial services to deliver precise financial solutions. Our commitment to transparency and modern accounting software ensures accurate, efficient services that empower clients to track progress and maximize savings.Fluent in English and Chinese, we bridge language barriers to serve a broader clientele. From tax planning and payroll processing to GAAP-compliant audits, we prioritize open communication and tailored support, allowing businesses to focus on growth while we handle their financial needs. With a license verifiable through CPAverify.org, we uphold the highest standards of professionalism and trust.
Services
Tax Services
Accounting Services
Payroll Services
Bookkeeping
Financial Reports
Tax Planning
Tax Filing
Payroll Processing
Business Entity Setup
QuickBooks Consultation
Highlights and features
- We offer 10+ years of CPA-certified expertise in tax and accounting services.
- Our bilingual (English/Chinese) team ensures clear communication for diverse clients.
- We use state-of-the-art software to improve accuracy and reduce costs.
- We provide comprehensive services, from tax planning to payroll processing.
- We guarantee personalized support with a focus on transparency and client education.
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Services
We offer comprehensive tax planning, preparation, and filing for individuals and businesses. Our services include federal, state, and local tax returns, entity setup, and deduction research. Using up-to-date software, we ensure compliance and maximize savings while providing clear explanations of tax treatments.
Accounting Services
Our accounting services include GAAP-compliant financial statement audits, bookkeeping, bank reconciliation, and budget projections. We use modern tools to maintain accurate records and support informed decision-making. We also offer CFO role outsourcing and QuickBooks consultation for streamlined financial management.
Payroll Services
We handle payroll processing, tax filings, and year-end W-2/W-3 reporting. Our services include weekly, bi-weekly, or monthly payroll options and workers' compensation pay-as-you-go plans. We ensure timely, accurate payments and compliance with tax regulations to reduce administrative burdens for businesses.
Bookkeeping
We provide bookkeeping and general ledger compilation to maintain organized financial records. Our services include transaction categorization, account reconciliation, and preparation of financial statements. We ensure transparency and accuracy for businesses to track performance and meet reporting requirements.
Business Entity Setup
We assist in establishing corporations, LLCs, and other business structures. Our guidance includes tax implications, compliance requirements, and documentation filing. We ensure proper setup to support long-term business goals while adhering to legal and regulatory standards.
People
Jade Bai
CPA
Certified Public Accountant with over 10 years of experience in tax and accounting, serving diverse industries. Fluent in English and Chinese, offering expert financial guidance.
Questions
What services does JRB Accounting and Tax Services offer?
We provide tax preparation, accounting, payroll processing, bookkeeping, financial reporting, and business entity setup services.
Do you serve businesses outside of Westchester?
Yes, we serve clients in Dutchess County, Upstate New York, and Fairfield, CT.
Are your services available in languages other than English?
Yes, our CPA is fluent in Chinese and offers bilingual support.
Can I schedule a free consultation?
Yes, we offer a free initial consultation to discuss your financial needs.
How do you ensure accuracy in tax and accounting services?
We use state-of-the-art software and stay updated on the latest tax codes and accounting standards.
