About the Firm
Foundation Finance & Tax (基石财税) is a boutique tax practice — closer to a professional advisory firm than a retail tax-prep chain.
Led by
Enrolled Agent · Certified Acceptance Agent · Certified QuickBooks Bookkeeper
Our Story
Our name reflects how we work: 基石 means cornerstone. Good tax compliance is a foundation — built carefully, documented properly, and designed to support whatever you build on top of it.
Clients usually come to us when their tax situation involves more than a simple W-2: foreign gifts, overseas accounts, student or work-visa status, stock compensation, rental property, small-business income, entity returns, amended returns, or IRS and state notices.
Our Expertise
Jasper is an IRS Enrolled Agent — a federally authorized tax practitioner licensed to represent taxpayers before the IRS. He is also a Certified Acceptance Agent for ITIN applications and a Certified QuickBooks Bookkeeper.
The firm focuses on practical, detail-oriented tax preparation and compliance support, with particular depth in China–U.S. cross-border matters: foreign gifts, FBAR and FATCA reporting, F-1/J-1/H-1B tax issues, and resident/nonresident transitions.
Client feedback
Personal messages about care, communication, and following through.
Care and efficiency
Once again, I really appreciate your efficiency and attention to detail!
Following through
I didn’t expect you to still be following up for me after all this time.
Professionalism
I really appreciate your professionalism and sense of responsibility.
Peace of mind
You’re very thorough in your work, and we feel reassured.
Happy to recommend
Thank you for your help this year. If any of my friends need help, I’ll definitely recommend you.
How We Work
Every engagement begins with an engagement letter that names the exact forms, tax years, and fees before any work starts. No vague promises, no surprise bills.
Documents move through a secure client portal — upload, e-signature, draft review, and final delivery. Your sensitive information never travels by unprotected email.
We translate complex requirements into plain language. You will understand what is being filed, why it is required, and what records to keep.
We work with compliance-heavy filings — Forms 3520, 8938, 5471, 5472, 14653, 14654, 843, 3115, CA Form 568 — and name them precisely, because the details matter.
Tax letters and missed filings cause anxiety. We focus on careful fact development and realistic expectations — never guaranteed outcomes or pressure tactics.
Jasper currently handles most of the work. If another preparer assists in the future, Jasper will still review your return before it is provided to you for signature.
Tell us about your situation. We will reply with the exact forms, a clear scope, and a quote.
