Why work with Jamie Chang, CPA? – We make sense of your finances so you don’t have to!
Our process gives us an orderly way of pursuing your financial goals and fully addressing your needs. Here are the basic steps we follow.
Understand & Assess
First, we’ll build an understanding of you, your business or your organization – your goals, current financial situation and the issues you face. We’ll also make you aware of our capabilities and explain how we’ll address the full scope of your finances.
Next, we will analyze what you’ve shared with us in order to build a comprehensive financial strategy that takes into account your complete financial picture, from taxes to investments. This step may include collaborating with other professional advisors such as your lawyer or investment committee. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
With your approval, we will execute your customized strategy using the extensive resources and capabilities of our well-established CPA firm. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
Once your plan is implemented, we will continually monitor its progress relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity, conducting periodic reviews and performing year-round accounting duties from tax planning and preparation to business consultation. A key to a successful partnership is our 100% commitment to managing your finances, and timely-communication of any significant changes in tax regulations and compliance that may affect your life, career, or business.