DOING WHAT
WE DO BEST

Helping individuals and businesses

Founding partners of Dragon Tax came from the tax, finance, management and real estate industries to create a comprehensive non-commission based tax firm that utilizes modern day technology to better serve its clients. Many professionals in the aforementioned industries earn revenue by selling products or receiving a commission. It is our belief that those business models may include conflicts of interest. It is our goal to provide unbiased advice and services while drawing from multiple areas of expertise.

We utilize a multiple step process when preparing our client’s tax returns. Returns are prepared by an initial preparer, and then reviewed by one or more of our senior preparers based on complexity. If a return includes unique tax situations, one of our specialists in that area will assist in preparation. By allocating our preparers based on their expertise in certain areas, we are able to provide accurate and streamlined preparation of your taxes.

Our bookkeeping team consists of multiple QuickBooks ProAdvisors, Certified Public Accountants and Enrolled Agents that provide accounting and bookkeeping services for many of our self-employed and business clients. Services include but are not limited to payroll, recording of transactions, reconciliation, managerial accounting, cost analysis, fraud prevention, tax form preparation and creation of financial statements. We use multiple bookkeepers to reconcile in order to ensure oversight, accountability and accuracy.

Our bookkeeping team consists of multiple QuickBooks ProAdvisors, Certified Public Accountants and Enrolled Agents that provide accounting and bookkeeping services for many of our self-employed and business clients. Services include but are not limited to payroll, recording of transactions, reconciliation, managerial accounting, cost analysis, fraud prevention, tax form preparation and creation of financial statements. We use multiple bookkeepers to reconcile in order to ensure oversight, accountability and accuracy.

Our firm has many years of experience assisting real estate brokerage, realtors, developers and individuals with all their real estate tax needs. Whether it be planning, purchasing, selling, renting or exchanging a property, our team can help navigate complex tax situations to ensure all real estate transactions are tax optimized.

Dragon Tax offers consulting services to individuals and businesses. We can provide financial and tax analysis of current or future projects, both simple and complex. Our services can assist management in making well informed decisions for their businesses. Consulting and management services are offered on an ad hoc and ongoing basis.

Dragon Tax offers consulting services to individuals and businesses. We can provide financial and tax analysis of current or future projects, both simple and complex. Our services can assist management in making well informed decisions for their businesses. Consulting and management services are offered on an ad hoc and ongoing basis.

We work with many Silicon Valley, Wall Street, and other professionals in determining tax strategies for employer provided retirement and stock benefit plans that are offered to highly compensated individuals, including but not limited to 401(k)/Roth 401(k) plans, stock options, restricted stock units and employee stock purchase plans. Our team works with highly compensated individuals to optimize tax liabilities when transacting within employer plans and to plan for future contributions, sales, exercises or grants.

As a large portion of our clientele consists of global citizens with dual residency in both the U.S. and a foreign country, Dragon Tax offers a wide range of cross border tax solutions to meet their needs. We help our clients understand and limit tax burdens when sending or receiving funds (such as income, gifts or inheritance), owning assets in, or residing in two or more countries. Navigating a global lifestyle has numerous financial and tax implications-- Dragon Tax is here to help.

As a large portion of our clientele comprises of global citizens with dual residency in both the U.S. and a foreign country, Dragon Tax offers a wide range of cross border tax solutions to meet their needs. We help our clients understand and limit tax burdens when sending or receiving funds (such as income, gifts or inheritance), owning assets in, or residing in two or more countries. Navigating a global lifestyle has numerous financial and tax implications-- Dragon Tax is here to help.

Hear it firsthand from our clients

  • "Walter and Co. at Dragon Tax have been an invaluable resource for my short and long-term planning. As a financial professional, working with Walter has been continuing education in learning how to avoid missteps in planning my own personal financial goals. Personally, during the introductory consultation I felt that the staff asked the right questions and understood my priorities. They have so far helped me avoid missteps and unnecessary risks by providing me with accurate data to make my own decisions.

    As a Mortgage Advisor, I have the utmost confidence in their deep bench of tax pros that will competently handle your needs, particularly if you are self-employed or require guidance through multiple complex family and business entities. Contact them if you want to work with straight shooting tax pros."

  • "Dragon went above and beyond to help me with some complex overseas taxes. They were patient, diligent, willing to go beyond their scope as needed, and recommended all the resources I needed to get the job done. Thank you Walter, Cyndel, and team for your tax and FBAR help!"

  • "I've been with Dragon since the beginning and they've taken great care of my wife and me. Even though we had a modest portfolio, our investments were actively and effectively managed. We've seen them grow and grow, unafraid to make changes when they found better resources and partnerships, adding to our confidence in their leadership. We're financially confident and ready for retirement thanks to the Dragon team."

  • "Best tax advice I have had in about 15 years . I don't review business ever because I think it is. It fair to compare apples to oranges but THIS service was strategic , well thought out and result driven. I highly recommend " the dragon" in all of your estate , career planing."

  • "They helped bring my return down from owing $10k to only owing $1k! Life savers! It took a few weeks but were super flexible and worked with me while I was away in another country. It definitely is better to allow time for them to properly look for all the best tax deductions. Make sure to do your taxes early!"

  • "Growing my small business has been very challenging and times very time consuming BUT now I can proudly say I finally have an excellent Accounting Service, Victor Chen, at Dragon Tax Accounting. I now have reliable accounting service to guide my business tax needs.

    They are experts in navigating the ever so changing small business tax hurdles, keeping me aware of tax changes and updates. Their availability and communication are on spot! I never have to worry about not being able to reach the accounting department because of their professional excellence and dependability."

  • "I been going to dragon last 2 years for my returns and the service was been excellent. Victor, Walter has been going above and beyond to help with with an old tax issue. They are very honest and sincerely cares, I would highly recommend this firm for all tax services."