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About
I am a licensed Certified Public Accountant (CPA) and Certified Management Accountant (CMA) with over 6 years of professional experience. My background includes working as a corporate accountant for both public companies and startups, as well as serving as a tax preparer at a CPA firm.
This range of experience has helped me build strong expertise in accounting, financial analysis, taxation, and business consulting for individuals and small businesses. With a small, focused team of two, I’m able to provide responsive, personalized service and practical solutions tailored to your specific needs.
My goal is to deliver high-quality, value-driven support that helps you operate more efficiently and make confident financial decisions. If you’re looking for a trusted CPA/CMA partner, I’d be glad to discuss how we can work together.
Overview
Hired 107 times
Background checked
License verified
2 employees
6 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Check, Credit card, PayPal, Venmo, and Zelle.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2024
2023
2022
2021
Credentials
License verified
CPA – Certified Public Accountant
License state: CA
Background checked
Passed by Yau Cheung on Jan 18, 2023.
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, professionalism, and work quality.
Exceptional 5.0
85 reviews
5
99%
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0%
3
0%
2
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Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Richard G.
Mar 17, 2025
•
Hired on Thumbtack
Calvin was very quick to respond to my inquiry
for assistance with tax preparation for my whole family. He took time to answer all of our questions, and explained the processes going forward. We are very pleased with the service he rendered, as well as his expedited service.
Will look forward to working with you again next year, thank you kindly for all your help!!!
Individual Tax Preparation
Liz H.
Feb 24, 2024
•
Hired on Thumbtack
Working with Calvin is very easy. He is fast and efficient and very knowledgeable. Explains everything! I found him on Thumbtack, messaged him, and got my taxes completed all in the same day! Amazing! Thanks Calvin!
Individual Tax Preparation
Akshay R.
Mar 1, 2024
•
Hired on Thumbtack
I reached out to Calvin to help do our tax returns for this year. Calvin was very responsive, always available, and provided information on all the documents needed. The overall turn around time was around 4 days from gathering documents to filing the return which is very efficient. In addition to filing the returns, he also provided feedback on how to improve the tax returns for the future years.
I recommend Calvin and his services wholeheartedly.
Accounting
Justin S.
Jul 6, 2020
•
Hired on Thumbtack
My wife and I hired Calvin to help fix a mess that our enrolled agent caused. This was a challenging request and Calvin has more than up to the task. He is very responsive, and is able to walk you through the entire process ( ex. sending a secured like to share tax docs, using the Thumbtack app to send messages as well as phone calls, etc). He catches everything; no stone is left unturned. We will be partnering with Calvin for our tax needs from now on!
Individual Tax Preparation
Elizabeth O.
Nov 13, 2020
•
Hired on Thumbtack
Calvin did a great job reviewing my financial information, and providing helpful suggestions. He is also able to amend taxes as needed. I will hire Calvin to oversee my books from now on. Thanks!
Accounting
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Please contact for details.
What is your typical process for working with a new customer?
1. Set up call with client to learn about client's needs.
2. Learn about client's business.
3. Review the current information that client have.
What education and/or training do you have that relates to your work?
I have BA degree in business management, and I am active CPA and CMA.
