925-426-7744

 

7077 Koll Center Parkway, Suite 183
Pleasanton, CA 94566

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Business Services
We assist companies through their full life cycle; from initial formation, to business management and compliance, merger and acquisition to succession planning or dissolution.

Please contact us for more information

Business Valuations

Percy Yang has an accreditation for business valuations, and leads the forensics team. We have assisted clients in determining financial activities, basis determination and current fair market value analysis to assist in disputes arising from inheritance and divorce issues. We also work with legal counsel and act as an expert witness in these areas.

 
 

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Services

 
  • Business Formation and Entity
  • There are many factors to consider when making your entity choice selection. We can analyze your situation and guide you in the right decision, and if you are already established we can determine if an entity adjustment is beneficial.
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  • Financial Statement Preparation
  • We prepare each of the three types of financial statements, Compilation, Review and Audit. Financial statements can be a very helpful tool to run your business more effectively.
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  • Management Advisory Services
  • Sometimes you just need a little help and we are here to help you with a wide variety of services including budgets, accounting system design, lease vs. buy decisions, pension plan accounting and many more.
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  • Tax Planning and Return Preparation
  • Our services include preparing federal and multi state returns, tax projections, and providing consultations.
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  • Business Valuations
  • We have a team of valuation experts here to help you get the reports you need.
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  • Accreditations
  • We have many accreditations and specialties. Check out the many different areas of expertise we offer.
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