OUR SERVICES
Equity & Cap Table Advisory
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Founders equity planning
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Cap table modeling
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Dilution analysis
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83(b) elections
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Stock option plan design
Cross-Border & International Tax
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U.S.–international tax expert
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Foreign founders ownership strategy
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Transfer pricing basics
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FBAR / FATCA tax compliance
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Overseas asset considerations
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Not just Mandarin & Cantonese & English bilingual — we translate the business culture
Fractional CFO Leadership
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Strategic financial planning
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Pricing & revenue model analysis
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Burn rate + runway strategy
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Investor updates & board materials
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Fundraising support (decks, numbers, story)
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Due diligence preparation
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Post-funding financial structure
409A Valuation
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Controller Service
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Review of 409A assumptions and methodology
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Cap table clean-up and equity guidance
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Financial modeling support
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Founder tax planning (83(b), Qualified Small Business Stock (QSBS)
R&D Tax credit
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Identification of qualifying R&D activities
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Calculation and documentation of eligible expenses
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Support with Form 6765 and required filings
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Payroll tax offset planning for early-stage startups
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Audit-ready documentation and compliance review