Trustworthy Tax & Financial Solutions — Tailored to You

Reliable, resourceful, and responsive expertise from credentialed IRS Enrolled Agent and CFA Charterholder

Serving small businesses and entrepreneurs

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20+

Years of experience

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EA+CFA

Dual credentials

IRS

Unlimited Right to Represent

WHAT WE OFFER

We provide proactive, personalized solutions to support your financial success and business growth, and to help you navigate complexity, ensure compliance, and keep more of what you earn.

Tax Filing

Individual tax preparation
Business tax preparation
Estimated tax planning

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IRS Representation

Tax problem resolution
Tax audit defense
Unlimited IRS representation rights

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Expert Tax Advisory

Retirement contribution strategy
Life change event planning
Tax deferral & reduction strategies

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Business Tax Matters

Entity formation strategy
Optimal business structure guidance
Payroll & bookkeeping management

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What our clients say

Jessie caught things in my return that our previous preparers had missed. She's incredibly detail-oriented and won't move forward until she's 100% sure everything is correct. If she finds a problem, she doesn't just point it out — she stays with you until it's actually fixed. Highly recommend.

Marty E.

Small business owner, Los Angeles, CA

About Us

Cloudshore Partners has been offering professional tax preparation and business planning services for individuals and businesses all around for decades. We serve clients nationally and abroad.

At Cloudshore Partners, we believe every client deserves personalized, strategic guidance — not a one-size-fits-all approach. We specialize in helping small businesses and entrepreneurs navigate tax complexity and build long-term financial success.

Our founder, Jessie Huang, brings decades of experience from leading financial institutions across multiple industries. She holds the IRS Enrolled Agent (EA) designation — the highest credential the IRS awards with unlimited rights to represent taxpayers across states — and is also a Chartered Financial Analyst (CFA) and holds an MBA from UCLA Anderson School of Business.

We are not only passionate about empowering clients through financial expertise, but also actively volunteer in the AARP Tax-Aide program, helping local seniors with their tax needs.