Integrated Legal & Tax Advisory Services
Cross-disciplinary counsel addressing the full spectrum of legal, procedural, and tax considerations for Chinese American households and business operators.
Family Immigration & Green Cards
We guide clients through the labyrinth of U.S. immigration laws with structured timelines and meticulous document verification. Each petition is supervised directly by Helen Lin, Esq., ensuring compliance with current USCIS policy manuals and local field office practices.
Scope of Representation
- • Form I-130 Petition for Alien Relative
- • Form I-485 Adjustment of Status
- • Form I-864 Affidavit of Support
- • Form N-400 Naturalization Application
Procedural Timeline
USCIS adjudication timelines fluctuate monthly depending on field office workloads. Average immediate relative petitions currently range from 10 to 18 months.
Fee Structure
Clear flat-fee representation with half due upon engagement and half upon final package completion. Government filing fees (paid directly to DHS) are itemized separately.
Small Business Entity Setup & Tax Compliance
Starting a business in California involves navigating strict state corporate regulations and Franchise Tax Board obligations. Led by Robert Chen, CPA, our practice establishes proper corporate guardrails while engineering effective pass-through tax strategies.
Scope of Service
- • Articles of Incorporation / Organization
- • Operating Agreements & Bylaws
- • IRS Form 2553 S-Corporation Election
- • Annual Statement of Information (SI-550)
Tax Planning Highlights
We assist small business owners in establishing "Reasonable Compensation" guidelines under IRS standards, legally reducing self-employment taxes while avoiding red flags.
Ongoing Support
Annual corporate tax return preparation (Form 1120-S / Schedule K-1), personal tax integration (Form 1040), and local Arcadia city license maintenance.
Revocable Living Trusts & Wealth Preservation
In California, an estate without a trust that exceeds $184,500 in gross assets (including any home with equity) is subjected to mandatory probate court administration. Our estate packages protect family privacy and ensure seamless asset transfer without probate delays.
Complete Package Elements
- • Revocable Living Trust Agreement
- • Pour-Over Will for each spouse
- • Durable Power of Attorney for Finances
- • Advance Health Care Directive
Real Estate Deed Transfer
We draft and record the Grant Deed with the Los Angeles County Registrar-Recorder to formally place your primary home or investment property into the trust.
Execution & Notarization
Conducted in-person at our Arcadia office with on-site notary public certification, ensuring statutory California validity.
Commercial Insurance Partner Collaboration
Commercial leases across Arcadia and the SGV typically mandate strict Certificate of Insurance (COI) thresholds: $1M/$2M General Liability, statutory Workers' Compensation, and Commercial Property coverage. We work directly alongside vetted commercial brokerage specialists to align legal contract indemnity clauses with actual policy limits.
Lease Indemnity Alignment
Reviewing landlord insurance requirements to prevent breach of commercial lease covenants.
California Workers' Comp
Ensuring payroll classifications match state DIR statutory mandates to avoid severe state fines.
Buy-Sell Agreement Funding
Coordinating cross-purchase key-person life insurance to fund corporate buy-sell obligations.
Schedule a Consultation with Our Practice Leads
Bring your existing notices, tax returns, or immigration files. We will conduct a rigorous, straightforward evaluation.