Excellence in Accounting, Tax, and Consulting Services. Los Angeles California ACCellence, LLP
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1 ACCellence LLP Excellence in Accounting, Tax, and Consulting Services Los Angeles California ACCellence, LLP
2 ACCellence, LLP is founded in 2005 based on the belief that a local public accounting firm should be able to deliver top-notch accounting, tax, and consulting services to clients of medium and small sizes, no matter who and where they are: local businesses in Southern California that trade with China, U.S. operations of multi-national enterprises based in Asian countries, or high-net worth individuals who need extensive financial and estate planning in the United States. We do not intend to compete with the largest firms in the world, but we do challenge ourselves to meet the highest standards and to exceed the expectations of our clients. Our Mission We work hard to build a full-service public accounting practice where we know the business of our clients identifying problems, offering solutions and most importantly, adding value. Quality, responsiveness, integrity and expertise best describe the service of accounting, tax, and consulting services that we provide to the clients.
3 CLEINT SERVICES Accounting Services - Our Approach While we do provide bookkeeping services for those clients who are too busy to build up an accounting department for their fledgling start-up business, we encourage our clients to develop their own basic bookkeeping functions. We believe that nothing can replace the benefit to the business owner of his or her ability to rely on real-time in-house financial information. So we spend time to train and work with our clients to establish their own accounting system if they start as bookkeeping clients. More importantly, we believe that more of our time should be spent discussing with our clients in identifying critical financial position issues such as building free cash flows and performing profitability analysis. The goal, first and foremost, of our accounting services to is to help you, the owners, to better understand your business from the financial perspective. We offer services of review or compilation of financial statements (annually, quarterly or monthly). Many of our clients submit our compilation or review reports on their financial statements to their creditors and banks. Tax Services Why are we different? Many of our tax consulting services are offered in conjunction with other professionals, i.e., tax attorneys and business valuation specialists. By virtue of our principals past experiences in prestigious regional firms, our relentless pursuit of better solutions, and by working with other professionals, we believe firmly that we are in a better position than many other local accounting firms to identify potential tax issues, to pinpoint planning opportunities and to recommend the optimal solution to our clients. Of all tax topics, we are specialized in:
4 International Tax Planning Most of our clients come from different parts of Asia and operate their businesses in different continents. We developed the international tax niche as we help clients to deal with their unique multi-national tax issues. Portfolio Loan Transfer Pricing Issues Pre-immigration Planning Foreign Assets Reporting Real Estate Operations Having personally involved and invested in a handful of real estate acquisition syndication transactions, we are comfortably versed in real estate partnership tax issues such as: Cost Segregation Studies Structuring Foreign Investors US Real Estate Ownership Tax-free Exchange under Section 1031 of the Tax Code Special Partnership Allocation Schemes Manufacturing For many of our Asia-based large-scale manufacturing clients, we make sure our clients receive the full benefits from these services to fairly reflect their operating results, for both the financial accounting and tax purposes: Calculation of Provision for Income Tax Inventory Valuation for Income Tax Purposes Uniform Inventory Capitalization Estate Planning Technique To preserve the lifetime wealth accumulation of our high net-worth clients, we take every chance to explain any possible estate planning opportunity to them and make sure that the client understands how to optimize every single action: Family Limited Partnership Qualified Domestic Trust (QDOT) Grantor Retained Annuity Trust (GRAT)
5 Winston C. Yen, CPA Mr. Yen graduated from the National Chen-Chi University in Taiwan with an accounting degree in He attended the University of Illinois at Urbana-Champaign and received a Master of Accounting Science degree in He passed the Uniform CPA exam in the same year. Mr. Yen started his public accounting career in 1994 with a local accounting firm in City of Industry, California. In 1997, he started to work as a supervising senior in the Los Angeles tax department of CBIZ Inc., the 7th largest accounting firm in the U.S. according to the 2012 ranking by Accounting Today. While at CBIZ, he was in charge of tax planning and compliance services for clients in real estate partnership syndications, publication, hospitality, entertainment and professional services industries, as well as high-net worth individuals. In 2000 and 2001, Mr. Yen was a tax manager in the Los Angeles office of Moss Adams, LLP, the 11th nationally-ranked and the largest accounting firm headquartered west of the Mississippi. His client list at Moss Adams covered a different spectrum, including multi-national businesses in garment, distribution, and manufacturing industries. Later on, Mr. Yen became a partner-shareholder of a local accounting firm in City of Industry. In just a few years, he helped that firm to more-thandouble its number of employees and annual billing revenue. Mr. Yen also established the firm s audit and tax consulting practices during his tenure. In 2005, he founded ACCellence, LLP in downtown Los Angeles with Ms. Peggy Lu, CPA and other staff to pursue his ideas of establishing a public accounting practice that provides services to assist its clients in more effective and efficient ways.
6 Contact Us ACCellence, LLP 700 S. Flower Street, Suite 1100 Los Angeles, CA Tel: (213) Fax: (213) Parking Direction: We have free parking validation at the parking garage at another building at 757 S. Flower Street, Los Angeles, CA Please proceed to the northwestern corner of Flower Street and the 8th Street for the parking entrance.
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