About Us

Built for the Bay Area. Trusted for decades.

We're a boutique tax and accounting firm that understands the unique financial complexity of Silicon Valley.

  • IRS Enrolled Agents
  • Mandarin Speaking
  • Extended Hours & Weekends
  • Personalized Attention
  • 23+ Years
  • 1,000+ Clients
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No commitment. 30 minutes. Specific advice you can act on.

Flat-fee engagements, no surprise bills.

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Our Story

A firm built on precision, trust, and specialization

Silicon Valley Tax is a full-service tax and accounting firm serving individuals, founders, investors, and closely held businesses throughout the Bay Area and beyond. For over 23 years, we've been the trusted partner for clients navigating the unique financial complexities of life in Silicon Valley.

We understand that your financial life isn't simple. Between equity compensation packages, multi-state tax obligations, international holdings, and evolving entity structures, you need a team that sees the full picture, and knows how to optimize it.

As a boutique firm with nearly 50 years of combined leadership experience, we deliver the personalized attention of a small practice with the depth and sophistication of a much larger operation. Every client works directly with senior professionals who understand their situation intimately.

Behind the scenes, the firm runs on custom automation, so routine work never slows down the attention we give your account.

Professional working at accounting office desk

Our Team

The people behind your tax strategy

A dedicated team of tax professionals combining decades of experience with deep specialization in Silicon Valley's most complex tax scenarios.

Leadership

Cooper Hathaway

Managing Partner

Cooper leads the firm's strategic direction and client experience. With a background in data analytics and growth at FloQast, a leading accounting automation software company, he brings a technology-driven, data-first approach to financial services. His experience scaling client-facing operations across multiple business verticals informs a service model built on personalization, responsiveness, and removing complexity so clients can focus on what matters most.

Jenny Ren

Senior Consultant

A Certified Public Accountant with over 24 years of experience. Jenny consults to the firm on equity compensation, international tax, and complex individual returns for tech professionals and business owners throughout the Bay Area.

Bin Zhai

Consultant, CPA

Founding principal of Zhai Financial, the firm SVT acquired in 2026. A Certified Public Accountant who consults on complex tax matters for Zhai-era clients and the SVT team during the transition.

Alfonso Nuñez

Managing Partner

A Certified Public Accountant with a JD from UNLV Boyd School of Law and over 20 years of corporate and international tax experience. Alfonso's roles include Managing Director at Andersen Tax in San Francisco and Partner at RSM US LLP. He focuses on M&A planning, IRS controversy, and tax matters for business owners and high-net-worth individuals. Al leads SVT's ASC 740 income tax accounting, private company practice, and business tax consulting practices.

Senior Team

Grace Zhang

Senior Enrolled Agent

IRS Enrolled Agent with advanced expertise in individual and entity tax compliance. Provides year-round strategic guidance to clients with complex multi-state and cross-border filing requirements.

Luna Zhang

Senior Accountant

Manages complex bookkeeping engagements and financial reporting for business clients. Ensures accuracy across payroll processing, reconciliations, and year-end tax preparation.

Iris Duan

Senior Accountant

Handles individual and entity tax returns with a focus on precision and thoroughness. Works closely with clients on document preparation, return review, and ongoing compliance needs.

Team

Faye Cai

CPA

Supports individual and business tax preparation with a detail-oriented approach. Assists clients with return preparation, document review, and ongoing compliance coordination.

Heidi Gu

Junior Accountant

Assists with bookkeeping, reconciliations, and financial data entry for business clients. Helps maintain accurate records to support year-end tax preparation.

Lynne Fang

Junior Accountant

Contributes to individual tax return preparation and client document management. Focused on accuracy and timely processing during peak filing periods.

Sukey Huang

Junior Accountant

Supports payroll processing, expense tracking, and general ledger maintenance. Works closely with senior accountants to ensure consistent client service.

Our Values

The principles that guide our work

Accuracy First

In tax, precision isn't optional. Every return we file is thoroughly reviewed, cross-checked, and optimized before submission.

Client Partnership

We don't just file your taxes, we become your financial partners, providing ongoing guidance as your life and business evolve.

Proactive Strategy

Tax season shouldn't be reactive. We work year-round to identify opportunities and keep you ahead of changing regulations.

Cultural Fluency

With Mandarin-speaking team members and deep international tax expertise, we serve our diverse Bay Area community with understanding and skill.

Accessibility

Extended weekday hours, year-round availability, and fast response times. Your tax questions shouldn't wait for tax season.

Continuous Learning

Tax law never stops evolving. We invest in ongoing education to stay at the forefront of tax strategy and compliance.

IRS Enrolled Agents

Our team includes IRS Enrolled Agents, the only tax professionals federally authorized to represent taxpayers before the IRS in all 50 states. This exclusive credential, granted by the U.S. Department of the Treasury, means our practitioners have demonstrated the highest level of competency in tax law and maintain rigorous continuing education requirements every year.

0+ Years in Practice
0+ Satisfied Clients
0+ Years Combined Experience
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Schedule a complimentary 30-minute consultation and discover how our expertise can work for your specific situation.

Flat-fee engagements, no surprise bills.

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