OneStop Financial Services Your Trusted Partner in Tax & Accounting Explore Now Call Us
(408)-873-1021 Welcome To

Services We Provide

Bookkeeping

Accurate and organized bookkeeping is the foundation of every successful business. We handle your daily financial records so you can focus on running and growing your company.

Payroll

We provide efficient and compliant payroll solutions, ensuring your employees are paid accurately and on time while meeting all tax and reporting requirements.

Financial Statements

We prepare clear and reliable financial statements that help you understand your business performance, meet compliance standards, and make informed decisions.

Tax planning and filing

Our experienced CPAs provide year-round tax planning and preparation to help you minimize tax liability and stay compliant with federal and state regulations.

Foundation Setup and Tax Preparation

We assist in establishing foundations and handle all related tax filings, ensuring compliance with IRS requirements while supporting your philanthropic goals.

Estate and Trust Tax Preparation

We provide expert guidance and preparation of estate and trust tax returns, helping you manage wealth transfers efficiently and in accordance with current tax laws.

Services We Provide

Bookkeeping

Accurate and organized bookkeeping is the foundation of every successful business. We handle your daily financial records so you can focus on running and growing your company.

Payroll

We provide efficient and compliant payroll solutions, ensuring your employees are paid accurately and on time while meeting all tax and reporting requirements.

Financial Statements

We prepare clear and reliable financial statements that help you understand your business performance, meet compliance standards, and make informed decisions.

Tax planning and filing

Our experienced CPAs provide year-round tax planning and preparation to help you minimize tax liability and stay compliant with federal and state regulations.

Foundation Setup and Tax Preparation

We assist in establishing foundations and handle all related tax filings, ensuring compliance with IRS requirements while supporting your philanthropic goals.

Estate and Trust Tax Preparation

We provide expert guidance and preparation of estate and trust tax returns, helping you manage wealth transfers efficiently and in accordance with current tax laws.

Services We Provide

Bookkeeping

Accurate and organized bookkeeping is the foundation of every successful business. We handle your daily financial records so you can focus on running and growing your company.

Payroll Services

We provide efficient and compliant payroll solutions, ensuring your employees are paid accurately and on time while meeting all tax and reporting requirements.

Financial Statements

We prepare clear and reliable financial statements that help you understand your business performance, meet compliance standards, and make informed decisions.

Tax Planning and Preparation

Our experienced CPAs provide year-round tax planning and preparation to help you minimize tax liability and stay compliant with federal and state regulations.

Foundation Setup and Tax Preparation

We assist in establishing charitable foundations and handle all related tax filings, ensuring compliance with IRS requirements while supporting your philanthropic goals.

Estate and Trust Tax Preparation

We provide expert guidance and preparation of estate and trust tax returns, helping you manage wealth transfers efficiently and in accordance with current tax laws.

About Us

Company's History

Established in 2006. Cindy Shi, CPA founded OneStop Financial Services in the Bay Area to serve the community in all of their accounting needs.The company has grown to serve a wide range of clients, specializing in bookkeeping and complex tax services for both corporations and individuals. We help clients manage their finances efficiently, ensure tax compliance, and build a secure financial future.

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Partners

Kris Hung

CPA, MSA, MBA

Kris is a Professional Certified Public Accountant with 11 years of experience in preparing personal and business tax returns in the Bay Area. He has expertise in financial statement preparation, income tax analysis, and research. 

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Cindy Shi

CPA, MSA, MBA

Cindy Shi is a Certified Public Accountant with over 20 years of experience serving clients in the Bay Area. She specializes in financial and tax planning for individuals, businesses and foundations, providing expert advice and personalized strategies. 

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Cindy Shi,

CPA, MSA, MBA

Cindy is a Certified Public Accountant with over 20 years of experience serving clients in the Bay Area. She specializes in financial and tax planning for individuals, businesses and foundations, providing expert advice and personalized strategies. 

Kris Hung,

CPA, MSA, MBA

Kris is a Professional Certified Public Accountant with 11 years of experience in preparing personal and business tax returns in the Bay Area. He has expertise in financial statement preparation, income tax analysis, and research. 

20251118200203_0-Kris

Services We Provide

Bookkeeping

Accurate and organized bookkeeping is the foundation of every successful business. We handle your daily financial records so you can focus on running and growing your company.

Read more

Payroll Services

We provide efficient and compliant payroll solutions, ensuring your employees are paid accurately and on time while meeting all tax and reporting requirements.

Read more

Financial Statements

We prepare clear and reliable financial statements that help you understand your business performance, meet compliance standards, and make informed decisions.

Read more

Tax Planning and Preparation

Our experienced CPAs provide year-round tax planning and preparation to help you minimize tax liability and stay compliant with federal and state regulations.

Read more

Foundation Setup and Tax Preparation

We assist in establishing charitable foundations and handle all related tax filings, ensuring compliance with IRS requirements while supporting your philanthropic goals.

Read more

Estate and Trust Tax Preparation

We provide expert guidance and preparation of estate and trust tax returns, helping you manage wealth transfers efficiently and in accordance with current tax laws.

Read more

Need Help at Home?
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We love our customers, so feel free to contact us during normal business hours.
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(302) 403-7160

What Clients Say About Us

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Sophia
Client

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries.

William
Client

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries.

Amelia
Client

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries.

Lucas
Client

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries.

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