Rose Y.C. Huie,C.P.A

Our mission is to help you to be Happy, Healthy and Fulfilled

Welcome!

Are you looking for a C.P.A. who cares and listens to your issues and helps you find the best solution within your budget?
  • Non profit organization accounting & support
  • Problems with books
  • Annual tax filings for individuals and businesses especially overseas U.S. citizens & residents
  • Late tax filings
  • IRS Problems
  • Employment Tax problems
  • Foreign assets and income reporting
  • Sales tax problem
  • Non-profit organizations
  • Professional service providers and contractors
  • Retail & wholesale businesses, especially food service and restaurants
  • Cantonese speaking business and individuals

If the above matches what you are looking for, please call me at 510-917-2287 for a free phone consultation. If it makes sense for us to get together, we can schedule an appointment to talk further to see if we may be a good fit for each other.

Non Profit organization

Employee hiring and
training

We assist businesses in hiring the right employees by defining job responsibilities, conducting interviews, and setting up training systems to enhance productivity and efficiency.

Preparation Of Monthly Financial Statments

We provide nonprofit organization compilation services, including tax return preparation, consultations, financial statement preparation, and quarterly reviews to enhance compliance and transparency.

Cordination with outside auditors

We ensure smooth coordination with outside auditors, assisting in financial documentation, compliance, and reporting to enhance accuracy, transparency, and efficiency throughout the audit process for nonprofit organizations and businesses.

Accounting Support

Monthly Accounting Services

Preparation of all business tax returns, such as sales tax, payroll tax, business tax, property tax, Form 1099, etc. Unlimited consultation on business, financial, and tax issues. Preparation of monthly or quarterly financial statements. Quarterly review of financial information with you to identify key issues to work on.

Accounting Services

From startups to established businesses, we ensure accurate record-keeping and financial reporting. Our services support tax planning, investments, and employee benefits to maintain profitability and growth opportunities.


Compilation

We prepare compilations based on client-provided information for internal business use. While these reports do not offer assurance, we ensure accurate adjustments to maintain proper accounting records and financial stability.


Bookkeeping
Write-up

We handle day-to-day bookkeeping tasks, allowing businesses to focus on core operations. Our services include general journal maintenance, bank reconciliations, and tracking payables and receivables for better financial oversight.

Financial
Statements

We create professional, GAAP-compliant financial statements and customized financial analyses to help business owners identify inefficiencies, improve decision-making processes, and achieve financial stability.

QuickBooks Accounting Help and Assistance

We provide personal training, installation, setup, and support for QuickBooks users. Our service ensures businesses utilize QuickBooks efficiently for financial reporting, tax filings, and payroll management.

 

Tax Services

Tax Preparation

We prepare all individual, partnership, corporation and non profit organization tax returns based on the information you provide. Our firm also handles non-resident and out-of-state income tax returns.

Tax Planning

Our expert tax planning services help minimize liabilities and maximize cash flow. We analyze financial opportunities, stay updated on tax laws, and implement strategies that align with your financial goals while ensuring compliance.

IRS Representation

If you’re facing an IRS audit or tax inquiry, our experienced team provides professional representation. We handle all communications with tax authorities, ensuring proper documentation and compliance with regulations.

Payroll Tax Services

Our payroll tax solutions streamline tax calculations, filings, and compliance for businesses of all sizes. We manage payroll processing and tax payments, and reporting with accuracy and efficiency.

International Taxation

We offer strategic solutions for individuals and businesses dealing with cross-border tax obligations. Whether you’re an expatriate, foreign investor, or international business, we optimize compliance and benefits.

Sales Tax Services

Our firm prepares all sales tax filings and offers full sales tax audit representation.

 

 

  

Consulting Service

Cash Flow and Budgeting Analysis

Our team helps businesses optimize cash flow through effective tracking, forecasting, and budgeting strategies to ensure financial stability and profitability.

Financial Projections and Forecasts

We develop detailed financial projections and forecasts based on market trends and business needs, assisting clients in strategic planning and financial management.

Debt and Finance Advising

We assist individuals and businesses in managing debts effectively, lowering payments, and reducing overall interest costs through strategic financial planning.

Employee Hiring & Training

Are you tired of hiring the wrong employee? We can help you define the job responsibilities and qualifications of the employees you need in your business and help to advertise, interview and select the best applicant for the position. Not only can we help you find the best employee, we can also help you set up systems and procedures to train your employees to be more efficient, productive, and have more fun in their work and help you bring in more business.

Asset Protection Planing

Safeguard your wealth with strategic asset protection planning, ensuring long-term financial security against risks and unforeseen challenges.

 

 

 

 

 

 

 

Entity Selection Restructuring

Our firm advises clients on selecting the most advantageous business entity type and restructuring when beneficial to optimize tax benefits and liability protections.

 

 

 

 

 

Services for Chinese-Speaking Business Owners:

We specialize in providing tailored accounting, tax, and consulting services for Chinese-speaking business owners. Whether you’re managing a local business or overseeing international operations, our bilingual team is here to help you navigate financial complexities with ease. From tax compliance to payroll management and cross-border financial services, we offer personalized solutions to meet your unique needs. Let us help you achieve financial success and peace of mind.

Member : American Institute of CPAs, California Society of CPAs
Certified Financial Planner Board of Standards Inc.

Changing Your Lives, Changing Your Futures

Take control of your finances with expert guidance. Contact us today for a free consultation and discover how our personalized tax and accounting solutions can help you achieve financial success.

Reviews From Our Clients

Inhis Hand Corporation DBA The Caring Hand Home Care Referral Agency San Leandro CA

Very professional service. And very educational too, specially for small business like The Caring Hand. We are still struggling on the process of shifting from a sole proprietorship to a Corporation, however, the process which looks intimidating for us, can become less intimidating as Rose provides the step by step guidance on how to tackle the Agency's books. We appreciate Roses' team which includes Wanda and Dora for their professional, friendly and warm manner of dealing with their small business clients, specifically like us who are just a new entrants to the industry. We will definitely recommend Rose and her team to small business owners like us

J. Bruce Taylor Oakland CA

I had the accidental good fortune to meet Rose at a business meet where she introduce herself and her business. Having heard her presentation I knew she was the person to help me. After having been scammed by one of the large firms that represent tax payers who have IRS problems, Rose was indeed a rose among thorns. She took over my case with the IRS and helped me in pursuing a realistic resolution to my serious tax problem. I have been very satisfied with her service, and I would recommend her and her firm to anyone at any time.

Margie Raetz-Bailey Laurel District, Oakland Ca

Rose amended my 2007 and 2008 tax returns in July of 2010 with amazing results. I've run a small business in Oakland, over the last twenty years and had been doing my own tax returns. I was really unaware of all the deductions and current tax laws. My bookkeeping was not very complete. Being a one-person business I managed to track all my income and expenses through my bank accounts. I had no other documentation. Naturally, I felt like dying when I received the IRS letter in the mail notifying me of an audit. I had underreported my income for both years, 14 Thousand in 2007, and 27 Thousand in 2008. Facing major back taxes and penalties, Rose calmly explained the process, not promising any significant savings, but that she would work hard to find as many deductions as possible. In the end, I paid $1774 in back taxes for 2008 and nothing for 2007. At the %15 tax bracket, I would have been taxed an additional 4050, thus saving $2275 in tax in 2008. In 2007, additional deductions saved me approximately 2100. The serveice is not inexpensive, but her expertise saved me from many sleepless nights, long term debt and harrassment fro the IRS. Of course, the cost of the service is a tax write-off. In addition, these deductions will continue reducing my taxes for years to come! Thank-You Rose Huie and Staff!

Minako Steel Science/Energy/Technology

Rose is approachable and very supportive. She took the time to understand my strengths and challenges, tailoring her advice to suit my needs. With her guidance, I gained the confidence to start my own business and overcome obstacles and turn them into opportunities for growth. I am delighted to recommend Rose as an exceptional coach for anyone looking to build their own accounting/tax service business.

Joanne Woo Principal Developer at Oracle

Our family worked with Rose for many years. She was our tax accountant. She helped us with both personal and business tax filing. She is extremely knowledgeable, detail oriented, proactive professional who is a master in her field. She also trained very competent staff whom was a pleasure to work with. She gave us many key advices regarding business or life event at crucial time that benefit us for years to come. She is a real asset. I highly recommend her.

Nancy Lin Clinical Psychologist, Trauma and Sleep Specialist

Rose has been my family’s CPA since I was quite young. When I started my own business as a clinical psychologist, I was able to rely on her and her teams expertise to help me navigate that world as well. She makes herself available late into the evenings and is truly invested in getting the job done to your best advantage. I recommend her highly.

Sunil Bhaskaran Global Business Community Builder, Mentor, Speaker, Author

Rose is a very detail oriented and conscientious professional in all that she does. In her evaluation of an investment with us, she was resolute and complete in her work.

Chip Doyle Investor, Sales Expert, Author

Rose does a great job of getting her clients organized and watching every penny. Follow her process and insure you are legally maximizing every savings opportunity.

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