Customer Service Oriented
The professionals at CC Tax Management are knowledgeable tax and accounting professionals with qualifying university degrees, certifications, and extensive experience. We do not just provide quality work but also outstanding customer service. We offer a very personalized service to each client because everyone’s situation is unique.
CC Tax Management offers a wide range of services that you may not consider when you think of a tax firm. We can help you make the right financial decisions that add up to smart business moves. We provide our clients with a full range of accounting and bookkeeping services. We offer tax preparation for individuals and businesses in all industries. CC Tax Management consults our clients in business start-up and in selecting the suitable business entity. We also provide IT/Computer service including IT Procurement based on your business needs with robust solutions in the most cost efficient manner.
Jerry Cheng, EA is an Enrolled Agent, licensed to practice before the IRS (Internal Revenue Service). We educate our clients in the prevention of IRS audits, and we comply with all the laws. We also defend our clients with unlimited representation rights granted by the IRS in the event that an audit does occur.
Jerry Cheng, MCP is also a Microsoft Certified Systems Engineer (Windows NT) since 1999 with more than a decade of experience in the corporate world in the IT/Computer industry.
Our Goal
Our goal is to provide high quality and timely services, to minimize your tax liability and maximize your return in legal and legitimate ways. We want to be part of your business' success story.
Our Privacy Statement
At CC Tax Management, we keep all work confidential. We will never give out any of your personal or business information to anyone (including spouse and/or children) without your written consent. Likewise, all our employees sign a confidentiality agreement to protect to your privacy. Please see our privacy policy and information disclosure below. If you want to disclose specific tax information to anyone, please CLICK HERE for the information disclosure authorization worksheet.
Our Privacy Policy, in compliance with the Gramm-Leach-Bliley Act, Public Law 106-102 (FTC 16 CFR Part 313)
The privacy of your client information has always been important to us, and we have always been bound by professional standards of confidentiality. However, we are now required by law to formally inform you of our privacy policy.
We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization. This information may come from various sources, including information we receive from personal interviews, tax organizers, worksheets and other documents necessary to provide professional services to you.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law, or when necessary to process transactions requested by a client.
We restrict access to nonpublic personal information about you to members of our firm who need to know that information in order to provide you professional services. We retain records relating to the professional services that we provide you in accordance with accounting and government standards. We employ physical, electronic, and procedural security safeguards to protect your nonpublic personal information.
Your confidence and trust are important to us. If you have any questions or concerns regarding the privacy of your nonpublic personal information, please contact us.