Currently onboarding new clients

Your finances, in alignment.

Fixed-fee accounting, tax, and advisory for small businesses, startups, and cross-border sellers — bilingual in English and Mandarin.

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Fixed-fee engagements

CPA-reviewed work

English & Mandarin

Cross-border & import specialists

What we do

Two practices. One team.

We pair day-to-day accounting with specialized cross-border and advisory work, so your books, your filings, and your structure all move together.

Core Accounting & Compliance

The financial rhythm of your business, handled.

Monthly bookkeeping and account reconciliation
Monthly or quarterly financial reporting
Business and owner tax returns
Payroll and sales tax compliance

Advisory & Cross-Border

Technical work most firms decline to touch.

Tax strategy and proactive planning
Entity formation and multi-entity structuring
Landed cost, duty accounting, and import compliance
Forms 5472, 5471, 1120-F, and FBAR

Services

Everything your back office needs.

Monthly Financial Reporting

P&L, balance sheet, and detailed activity — delivered on a fixed schedule so you always know where you stand.

Learn more →

Bookkeeping

Accurate, up-to-date books maintained year-round, reconciled monthly, cash or accrual.

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Business Tax Returns

1120, 1120-S, 1065, and 1041 filings across all jurisdictions, prepared and reviewed by CPAs.

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Payroll Compliance

Quarterly and annual filings, federal and state, so every pay run stays compliant.

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Tax Strategy & Consulting

Proactive planning to minimize liability and maximize savings, not just an annual filing.

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Entity Formation & Structuring

LLCs, S-Corps, and multi-entity architectures — including foreign-owned formation.

Learn more →

Who we serve

Built for businesses that move fast and cross borders.

Small & Mid-Size Businesses

Owner-operated companies that need real financials without hiring a full-time controller.

Startups

Clean books and the right entity structure from day one, built to survive diligence.

SaaS Companies

Deferred revenue, multi-state nexus, and investor-ready reporting for recurring-revenue businesses.

Online Sellers & Importers

Amazon, Shopify, and multi-channel sellers — true landed cost, duty accounting, and sales tax nexus.

How we work

Onboarding with intent.

01 Discovery

Introductory Call

A free 30-minute conversation about your business, how it's structured, and what's currently causing you trouble.

02 Proposal

Fixed-Fee Proposal

Within three business days, a written proposal with a firm price, scoped specifically to your business.

03 Setup

Onboarding

Two to three weeks. We connect your accounts, set up your chart of accounts, and agree a monthly calendar.

04 Delivery

First Close & Review

We close your first month, walk you through the statements, and confirm the reporting you want going forward.

Services

Accounting, tax, and advisory — handled.

Every engagement is scoped and agreed in writing before we start — no surprises, and no billing for the time we spend learning your business.

A CPA on every engagement

Your work is prepared and reviewed by licensed CPAs, not a bookkeeper with a signature stamp on top.

Cross-border & import specialists

True landed cost by SKU, duty and tariff accounting, and the international forms most firms decline to touch.

Fixed fees, agreed up front

One monthly engagement covering bookkeeping, your annual return, and scheduled advisory. No hourly billing.

Bilingual service

We work in English and Mandarin, and understand cross-border ownership structures.

Individual services

Individual Services

Available on their own or as part of an ongoing engagement.

Bookkeeping

Monthly bookkeepingCash or accrual, reconciled monthly

Historical cleanupCatch up and clean up prior-period records

Tax Returns

Business tax return1120, 1120-S, 1065, or 1041

Personal tax returnForm 1040, including business and K-1 income

Additional states, rentals & 1099sExtra state returns, rental properties, and 1099 filings

Payroll & Sales Tax

Payroll processingIncludes quarterly federal & state filings

Sales tax registration & filingRegistration and ongoing filing, state by state

Company Formation & Maintenance

Entity formationLLC, C-Corp, or S-Corp, including EIN

Foreign-owned formationIncludes structuring for non-US owners

Ongoing maintenance & filingsRegistered agent, DBA, amendments, and more

Specialty & advisory

Specialty & Advisory Services

Technical work in cross-border tax, duty accounting, and multi-state compliance.

Landed cost & duty diagnosticTwo to three weeks — restated margin by SKU

Cross-border structure reviewEntity structure and related-party pricing review

International filings — 5472, 5471, 1120-F, FBARFor foreign-owned entities and US persons with foreign interests

Multi-state nexus studyWhere you owe, and what to do about it

Tax consulting & planning

Partner strategic advisoryStructuring, exit planning, complex international matters

Fractional CFO supportAdd to any engagement

Starting a business

New Business Setup

Everything you need to launch correctly and stay compliant from day one.

Entity selection & formationLLC, C-Corp, or S-Corp — including EIN and S-election

Registrations & governing documentsSeller's Permit, payroll registration, operating agreement or bylaws

Accounting setup & compliance calendarQuickBooks or Xero with bank feeds, plus a first-year filing calendar

About the firm

Financial groundwork you can build a company on.

Syzygy Advisory LLC is a Certified Public Accounting firm licensed in California and New York, built for small businesses, startups, and cross-border sellers who need more than a once-a-year tax filer.

A syzygy is the moment three bodies fall into a straight line — when separate things move as one. That's the standard we hold ourselves to: your bookkeeping, your filings, and your business decisions should always line up, not live in three different spreadsheets and a folder of receipts.

We work with small and mid-size businesses, startups, SaaS companies, and online sellers — domestic and cross-border. A large share of our practice is technical work most local firms decline to touch: foreign-owned entity filings, landed cost and duty accounting, and multi-state sales tax exposure for e-commerce sellers.

Every engagement is priced as a fixed fee, agreed before we start. We don't bill by the phone call, and we don't bill for the time we spend learning your business. And because so many of our clients operate between the US and Mandarin-speaking markets, we work with you in either language.

CPALicensed CPA firm

CA · NYLicensed jurisdictions

EN · 中文Bilingual service

Leadership

Meet the founders.

Co-Founder

Alice Yang, CPA, MBA

Licensed CPA — California

10+ years in US tax & accounting Deloitte & EY MBA

CPA and MBA with 10+ years of US tax and accounting experience, including Big Four work at Deloitte and EY advising high-growth companies. Specializes in helping small and mid-size businesses see their true cost and profit, and in building end-to-end capabilities from accounting through management reporting.

Co-Founder

Jubilee Chen, CPA

Licensed CPA — New York

10+ years in tax 6 years at Big Four Deloitte Tax Manager

Trusted tax strategist with 10+ years of tax experience, including six years at a Big Four firm, among them as a Tax Manager at Deloitte, serving high-net-worth individuals, real estate, and private equity clients.

What sets us apart

Four things we won't compromise on.

A CPA on every engagement

Your work is prepared and reviewed by licensed CPAs, not a bookkeeper with a signature stamp on top.

Cross-border & import specialists

True landed cost by SKU, duty and tariff accounting, and the international forms most firms decline to touch.

Fixed fees, agreed up front

One monthly engagement covering bookkeeping, your annual return, and scheduled advisory. No hourly billing.

Bilingual service

We work in English and Mandarin, and understand cross-border ownership structures.

Guides

Plain-English guides for growing and cross-border businesses.

Practical explainers on the tax and accounting topics that come up most for our clients — no jargon, no upsell.

Cross-Border & E-Commerce

04

Cross-Border

Form 5472: What Foreign-Owned LLCs Must File Every Year

A walkthrough of who needs to file, what triggers a penalty, and how the form connects to your books.

Read the guide →

E-Commerce

Sales Tax Nexus for Online Sellers: A State-by-State Starting Point

How economic nexus works, how to tell where you owe, and what to do once you cross a threshold.

Read the guide →

Cross-Border

Landed Cost 101: Pricing Your Products After Duty and Freight

Why your true product cost is higher than your invoice, and how to find it by SKU.

Read the guide →

E-Commerce

Form 1099-K and Marketplace Reporting for Online Sellers

Why the number on your 1099-K isn't your income, and how to reconcile it so it doesn't trigger a notice.

Read the guide →

Tax Strategy

02

Tax Strategy

S-Corp Election Timing: When It Actually Saves You Money

The revenue point where an S-election starts to pay for itself — and where it doesn't yet.

Read the guide →

Tax Strategy

Quarterly Estimated Taxes: Who Has to Pay and How to Calculate Them

The safe-harbor rule that keeps you out of penalty territory, and why the deadlines aren't really quarterly.

Read the guide →

Bookkeeping

02

Bookkeeping

Cash vs. Accrual: Which Basis Is Right for Your Startup?

What each method actually shows you, and when it's time to switch.

Read the guide →

Bookkeeping

Setting Up QuickBooks Online for a New Business

The chart-of-accounts, bank-feed, and reconciliation habits that decide whether your books are actually useful.

Read the guide →

Entity Formation & Structuring

02

Entity Formation

LLC vs. S-Corp vs. C-Corp: Choosing the Right Entity

What each structure actually protects, how each is taxed, and a practical way to decide.

Read the guide →

Entity Formation

Multi-Entity Structuring: When to Use a Holding Company

What a holding company actually protects, and the real administrative cost of running more than one entity.

Read the guide →

Payroll

02

Payroll

Payroll Compliance Checklist for Your First Employee

Registrations, filings, and deadlines to handle before your first paycheck goes out.

Read the guide →

Payroll

1099 vs. W-2: How to Classify Workers Correctly

The three-part test the IRS actually uses, and the red flags that trigger a misclassification audit.

Read the guide →

Want these guides as they publish?

Email us and we'll add you to the list — no spam, just practical guidance.

Email Us

All Guides

General information only, current as of 2026 and subject to change — not a substitute for advice about your specific situation. Book a free call and we'll walk through what applies to you.

Have a question about your specific situation?

Book a Free Consultation

Get in touch

Let's talk about your business.

Everything you share is confidential, and there's no commitment or obligation.

Start here

Book a free 30-minute consultation

Tell us about your business, how it's structured, and what's currently causing you trouble. Within three business days you'll have a written proposal with a firm price.

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Email

syzygyadvisory@gmail.com

Phone

(646) 659-1551
(347) 997-2398

Location

Serving California and New York — remote nationwide

Response time

Within 1 business day

我们提供中英双语服务 — We're happy to talk in English or Mandarin, whichever is easier for you.

FAQs

Your finances, in alignment.

Two practices. One team.

The financial rhythm of your business, handled.

Technical work most firms decline to touch.

Everything your back office needs.

Monthly Financial Reporting

Bookkeeping

Business Tax Returns

Payroll Compliance

Tax Strategy & Consulting

Entity Formation & Structuring

Built for businesses that move fast and cross borders.

Small & Mid-Size Businesses

Startups

SaaS Companies

Online Sellers & Importers

Onboarding with intent.

Introductory Call

Fixed-Fee Proposal

Onboarding

First Close & Review

Ready to get your books in order?

Accounting, tax, and advisory — handled.

A CPA on every engagement

Cross-border & import specialists

Fixed fees, agreed up front

Bilingual service

Individual Services

Bookkeeping

Tax Returns

Payroll & Sales Tax

Company Formation & Maintenance

Specialty & Advisory Services

New Business Setup

Not sure what you need?

Financial groundwork you can build a company on.

Meet the founders.

Alice Yang, CPA, MBA

Jubilee Chen, CPA

Four things we won't compromise on.

A CPA on every engagement

Cross-border & import specialists

Fixed fees, agreed up front

Bilingual service

Let's see if we're a fit.

Plain-English guides for growing and cross-border businesses.

Cross-Border & E-Commerce

Form 5472: What Foreign-Owned LLCs Must File Every Year

Sales Tax Nexus for Online Sellers: A State-by-State Starting Point

Landed Cost 101: Pricing Your Products After Duty and Freight

Form 1099-K and Marketplace Reporting for Online Sellers

Tax Strategy

S-Corp Election Timing: When It Actually Saves You Money

Quarterly Estimated Taxes: Who Has to Pay and How to Calculate Them

Bookkeeping

Cash vs. Accrual: Which Basis Is Right for Your Startup?

Setting Up QuickBooks Online for a New Business

Entity Formation & Structuring

LLC vs. S-Corp vs. C-Corp: Choosing the Right Entity

Multi-Entity Structuring: When to Use a Holding Company

Payroll

Payroll Compliance Checklist for Your First Employee

1099 vs. W-2: How to Classify Workers Correctly

Want these guides as they publish?

Have a question about your specific situation?

Let's talk about your business.

Book a free 30-minute consultation

Questions we hear most.

Still have a question?