Wechat: liwangusa555
Phone：408-564-8481
Wechat: liwangusa555
Phone：408-564-8481
Who We Are
MAXVAL is one of leading tax and accounting firms in bay area, San Jose, California. We possess solid experience from years practice in Big 4 Accounting Firms and Industries, are able to deliver solutions for client's complex international operations and business development, providing entrepreneurs and enterprises with new business incorporation, individual and business tax return preparation and filing, tax strategies and financial planning, part time CFO consulting, and M&A due diligence services.
Our firm provides outstanding services by dedication to underlying principles of professionalism, quality and responsiveness. Each our client receives close personal and professional attention with expertise, experience and the diligence. We appreciate our client's trust, and undstand they rely on our experise and reliability for daily operation and strategy. We continue to grow by client referrals.
MAXVAL 是一个提供全面会计，税务和财务规划服务的美国注册会计师事务所，位于加利福尼亚州，湾区的圣荷西（硅谷），为美国和中国的企业和个人提供公司注册成立(Business Incorporation)，个人和公司报税(Tax return filing)， 公司会计服务（Accounting bookkeeping, Payroll processing），跨国经营的税务和财务规划方面的咨询服务 (Tax Strategies and Financial Planning)，公司并购 (Merge and Acquisition)，尽职调查 (Due diligence)，兼职CFO咨询（Part Time CFO Consulting)。公司的团队是由具有丰富美国4大会计公司工作经验的美国注册会计师和商业管理专业人员组成，为美国和中国企业，在业务开创的初始阶段，提供完整的规划，包括美国公司类型选择，美国公司成立注册，建立税务和财务管理，跨国经营，公司并购和业务扩展计划.
Li Wang, CPA, Managing Partner
Li Wang, an active CPA of US multiple States, has more than 20+ years’ experience and subject matter expertise in M&A, PE fund, portfolios management, tax structuring and planning, and international operation. She was VP of Finance of US public company, PwC senior professional, and CFO of Start-up companies in Silicon Valley. She founded Maxval CPA, which provides services of interim CFO, M&A due diligence, international investment management, tax compliance & reporting with local tax authorities and advisory services.
Li Wang is an expert and executive lead of projects in M&A, valuation, reorganization, international corporate tax structuring, startup funding, financial budget and forecast, IPO roadmap and execution, public company SEC 10Q and 10K audit.王莉，MAXVAL注册会计事务所的创立人，是美国多个州的注册会计师，曾在美国四大会计公司之一的普华永道工作，任美国高科技上市公司财务副总经理， 和创业公司的CFO。在税务，跨国经营的税务和财务的管理方面，具有18年的丰富经验。王莉专长于帮助初创公司和国际运营的公司建立税务和财务的构架，获得天使投资，风险投资融资，私募投资和银行贷款，为顾客提供税务规划，财务预算，和国际商业扩展规划。王莉在公司并购，尽职调查，IPO准备，美国上市公司的SEC 10Q和10K审计，和萨宾斯404法律的合规方面具有多年的实践经验。
Michael Ownby, CPA, Managing Advisor
Specialties: International Business, Board of Directors member for China Joint Venture, Treasury, Controllership, Corporate Governance, Sarbanes-Oxley compliance, FCPA Compliance, Business Planning, Stock Option Administration/Accounting, SEC Reporting.
美国注册会计师，中美合资公司董事，财务总监，专长于国际商业管理，美国上市公司合规。
Amy Su, CPA, Managing Advisor
Amy Su, CPA, Partner has 20 years of tax and auditing experience with the Big 4 public accounting firms and government agency. She received her Bachelor's degree in Accounting, Master's degree in Taxation and began her career at PwC and E&Y. Amy strives to meet each client’s needs in planning the future and always delivers highest quality services based upon her extensive knowledge and experience in all aspects of tax preparation and planning, accounting and business financial services. She also uses her expertise to aid in communities.
Amy Su，加州注册会计师，合伙人，在美国四大会计师事务所和政府机构拥有15 年的税务和审计经验。 她获得了会计学士和税务硕士学位，并在普华永道和安永开始了她的职业生涯。Amy 致力于满足每位客户规划未来的需求，并凭借她在税务、会计和商业金融服务各个方面的广泛知识和经验，始终提供最优质的服务。 她还利用这些知识和专业知识来帮助社区。
Michael Nanny, AAS, BA, MA, MPA, Accounting Manager
Michael has multidisciplinary achievements. He has history of CPA licensure with seven years of accounting experience. He worked for ATT at positions of finance and accounting for many years, and participated in projects of merge and acquisition. He has solid knowledge in government agency, fortune 500 company and private business.
专长于美国政府机构的管理，在政府和公共事业部门工作多年
