Cindie LLC offers a wide variety of services from simple to complex financial matters for businesses, and for individuals looking for thorough personal financial planning, including retirement, education funding, and estate planning. The firm also specializes in establishing operations in China with an office in Shanghai and several partnerships with Chinese accounting firms.

•  Accounting
  • Professional: assisting financial statement preparation, compilation, reviews and audits
  • Company: payroll, financial reporting, budgeting, business modeling, documentation, etc.
  • Accounting system set-up (Quickbooks preferred, other accounting services also available)
  • Business Consultation
    • Company acquisition, formation, dissolution, accounting system setup
    • Investment project budget and planning
    • Establishing operations in China

• Taxes
  • Individual, partnership and corporate income taxes
  • Complex tax comprehensive planning
  • Foreign taxes credit, foreign investments, foreign company investments in the U.S.
  • Estate and gift tax planning and preparation
  • Trust taxes
  • Tax audits

• Financial services
  • Business succession planning, buying and selling agreements, etc.
  • Personal financial planning for retirement, education funding, and insurance
  • Elderly and foreigner financial care service
  • Estate planning and foreign funds protection and management