Foundation Finance & Tax

Your Trusted Partner in Finance & Tax Solutions

Meet Your Tax Pro

My name is Jasper Zhao, and I’m the lead tax professional at Foundation Finance & Tax here in Irvine, California. As an Enrolled Agent (EA), I’m licensed to represent you before the IRS. Whether it’s filing taxes, bookkeeping, or handling IRS notices, you’ll always have a trusted professional in your corner.

Easy & Secure Process

With our online portal, you can upload documents, sign agreements, and track your progress—all from home. Everything is organized, secure, and available whenever you need it.

Clear Pricing, No Surprises

We believe in being upfront. All fees are explained before you sign, with no hidden costs. You’ll always know what you’re paying for and why.

Support That Feels Personal

We go beyond filling out forms. Our team offers one-on-one guidance, answers your questions, and provides tax resolution services if the IRS comes calling. You’ll never feel like you’re facing it alone.

How We Work

  • Step 1: Initial Consultation – Share your needs by email and receive an estimate.

  • Step 2: Agreement – Confirm services with an Engagement Letter and upfront fee.

  • Step 3: Document Submission – Upload your documents securely through our portal.

  • Step 4: Execution & Delivery – We complete the work and send reports or confirmations.

Core Services

1. Business Tax Preparation

  • Single‑Member LLC (Schedule C)

  • S Corporation (1120S)

  • Partnerships (1065)

  • C Corporation (1120)

Services include return preparation, K‑1 allocations, tax planning, and advisory. Every filing is reviewed by a licensed Enrolled Agent (EA) and submitted electronically for speed and compliance.

2. Bookkeeping for Small Businesses

  • QuickBooks Online based services

  • Transaction categorization and depreciation

  • Compliance with tax requirements

  • Flexible packages for different volumes (under 200, 200‑500, 500+ monthly transactions)

  • Delivery of financial statements (P&L / Balance Sheet) to monitor performance and support financing

3. Payroll & Wage Services (W‑2 & 1099)

  • Payroll calculation and distribution

  • Tax withholdings and quarterly/annual filings (941, DE9, W‑2, 1099)

  • S Corp shareholder salary compliance to reduce audit risk

  • Low‑cost setup fee

  • Support for 401(k) and other benefits

4. Individual & Family Tax Services

  • 1040 / 1040NR tax filing

  • FBAR / FATCA reporting

  • Gift reporting (Forms 3520 / 709)

  • Expertise with foreign accounts, nonresident filings, and compliance