Tax & Accounting Services

Customized Investor Relations Services

We have a deep understanding of market dynamics, investor expectations, and effective communication strategies that generate interest, build followings, and enhance shareholder value. Recognizing that no two companies are alike and that circumstances evolve over time, we design and implement customized programs tailored to each client’s unique needs, management philosophies, and desired outcomes.

Our approach includes ongoing, targeted outreach to the investment community and arranging meetings with relevant analysts and investors. Additionally, we facilitate invitations for our clients to present at prestigious investment conferences.

Our investor relations services include:

Investor Roadshows
Targeting and Outreach to Institutional Investors
Presentation Development
Roadshow and Investor Conference Preparation
Earnings Release Development and Distribution
Strategic Message Development
Conference Call Management and Script Development
IPO Consulting
Strategic Planning

Real Estate Investment for Chinese Investors

Our real estate brokerage services are provided through our affiliated company, New York Cosmopolitan Realty. As a boutique real estate firm, New York Cosmopolitan Realty combines the resources of a larger company with the agility to swiftly adapt to changing market conditions.

NYCOSMO proudly represent clients throughout the New York metropolitan area, from the million-dollar listings in Manhattan to the suburban markets of Westchester, Long Island, and Connecticut.

Business Tax Services

As a business owner, your focus should be on strategic planning and marketing, not on tedious accounting tasks. We understand that you may not want to spend valuable time navigating the complexities of tax laws to identify potential tax breaks.

Our corporate and business tax services are offered through our affiliated company, American Tax & Accounting Services of New York. We provide sophisticated expertise for corporations and flow-through entities, including partnerships, LLCs, and Subchapter S corporations.

We ensure our clients receive integrated advice that aligns with the financial assurance process and covers a comprehensive range of business, accounting, financial, and tax considerations.

These services include:

Tax Planning for New Businesses
Strategic Business Planning
Comprehensive Tax Preparation
Accounting Setup and Training
Financial Reporting

Financial Advisory for High-Net-Worth Individuals

Sino-American Investor Advisory delivers exceptional services to high-net-worth individuals and families through our partner, American Tax & Accounting Services of New York. With a high-touch approach, we possess extensive experience serving high-net-worth clients, their families, and family offices.

Our expertise encompasses all aspects of estate, income, gift, and trust tax consulting and compliance, as well as charitable giving, philanthropic foundations, retirement planning, and life insurance strategies. We take pride in building and maintaining relationships that transcend generations.

Financial Advisory
We offer comprehensive financial planning, wealth accumulation strategies, retirement planning, and more.

Trust and Estate Planning
Our services include estate planning, trust administration, estate and gift tax planning, and more.

Tax Services
Our firm specializes in estate tax return preparation, individual tax planning and compliance, and related services.

China-US Cross-Border Capital Market Advisory

Sino-American Investor Advisory is dedicated to providing strategic advice for:

Chinese companies seeking capital access in the US capital market either through IPOs or private placement.
American start-up companies in need of capital injection or planning to expand their capital through IPO.
American companies planning to tap into the China market through direct investment.

Our extensive network of relationships with deep industry knowledge and seasoned transactional expertise enables us to deliver a superior level of service.

Initial Public Offering Advisory

The Initial Public Offering (IPO) process can be complex and overwhelming, particularly for companies entering the public capital markets for the first time. For Chinese businesses, this challenge is often compounded by linguistic and cultural barriers. Partnering with an experienced, independent financial advisor can significantly streamline this journey. With deep expertise in U.S. capital markets, we provide clients with innovative, objective, and timely guidance. Our strong relationships with legal, accounting, investor relations, and investment banking professionals make us a valuable logistical partner in driving a successful IPO outcome.

Our Initial Public Offering Advisory services include:

All aspects of pre-IPO planning
Review and diligence of the company’s business plan
IPO readiness assessment
Auditor evaluation, selection, and introduction
Preparation of a presentation to underwriters
Underwriter introduction, selection, and negotiation

Private Placement Advisory

We understand that sufficient capital inflow is critical for a company to grow at critical stages. Our private placement advisory provides domestic and foreign companies, largely Chinese, the following services:

Identify and determine business objectives
Review and develop financing strategies
Recommend an optimal strategy
Formulate a plan to execute that strategy
Implement that plan consistently until the closing

Our market experience and industry expertise mean that client capital needs are tailored to each unique situation, positioning clients to receive the optimal financing options.

China Investment Advisory

China presents one of the most lucrative investment opportunities of the 21st century. Its remarkable economic performance is underscored by an annual Foreign Direct Investment (FDI) totaling USD 50 billion and sustained growth rates averaging 8% to 9% over the past few decades.

Accessing this dynamic yet complex market necessitates a deep understanding of the Chinese language, business practices, investment regulations, and available business opportunities. Our expertise in the Chinese market, coupled with our extensive network within the region, enables us to provide unparalleled facilitation for on-the-ground investments in China.

China-US Cross-Border M&A Advisory

With the development of the Chinese economy, more and more Chinese companies have started seeking overseas expansion. Some American enterprises with advanced technology and mature business patterns have become many Chinese investors’ ideal goals.

We have the insight and experience to advise corporate investors through each stage of the merger and acquisition process. We help clients develop appropriate growth strategies based on their goals, so they’ll be prepared to capitalize on opportunities during the merger, acquisition, or divestiture process.

Business Tax Services

Trust and Estate Planning

Financial Advisory & Individual Tax Services