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.

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.

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

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

Partner, CPA

A Certified Public Accountant with over 24 years of experience, Jenny oversees the firm's tax preparation operations and client relationships. Specializes in equity compensation, international tax, and complex individual returns for tech professionals and business owners throughout the Bay Area.

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 compilation, 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 seamless client service delivery.

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 hours, weekend availability, and fast response times. Your tax questions shouldn't have to wait until business hours.

Continuous Learning

Tax law never stops evolving. We invest in ongoing education to stay at the cutting edge 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.

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Let's talk about your tax strategy

Schedule a free 30-minute consultation and discover how our expertise can work for your specific situation.

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