Simon & Edward, LLP is an independent CPA firm in Rowland Heights, California. We work with public and private companies in the United States and Asia, from first IPO filing to ongoing SEC reporting.

Simon & Edward, LLP is a PCAOB-registered CPA firm.

We audit and advise public companies, companies preparing to list, and private businesses that need an independent auditor. A partner leads every engagement and is easy to reach. Our team is bilingual, so your questions get answered the first time.

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A PCAOB Registered CPA Firm

PCAOB registered

BDO Alliance member

BDO Alliance member

Simon & Edward, LLP is a PCAOB-registered CPA firm that offers a comprehensive range of services, including accounting and consulting, audit services, tax consulting, and expert financial advisory to meet the diverse needs of our clients.

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Independent BDO Alliance Member

BDO Alliance member

BDO Alliance member

BDO Alliance member

Clients gain access to BDO's extensive resources in accounting and consulting, along with specialized audit services, while the firm maintains its unique identity and valuable client relationships, including expert CPA firm and tax consulting support.

About the BDO Alliance
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Partner access

BDO Alliance member

Partner access

Engagement teams are led by a principal you can reach, ensuring top-quality Accounting and Consulting services. Our staff is bilingual, and most have Big Four experience along with degrees from leading U.S. universities, making us a trusted CPA firm for your Audit Services and Tax Consulting needs.

Our advantage

Commitment to professional service

Our mission at our CPA firm is to deliver exceptional accounting and consulting services to every client. We are committed to integrity and responsiveness, ensuring each client receives personal attention worldwide. Through our audit services and tax consulting expertise, we foster long-term relationships built on strong teamwork and industry leadership.

International Capabilities

United States and Asia

Simon & Edward works with public and private companies across the United States and Asia. In recent years, our international practice has focused on companies that are publicly traded or preparing to trade on U.S.-regulated exchanges. We provide a full range of services including accounting and consulting, audit services, and tax consulting. Our capabilities encompass initial and secondary offerings, SPACs and reverse mergers, PIPEs and other financings, mergers and acquisitions, corporate governance, due diligence, and ongoing public-company representation, all tailored to meet the needs of a CPA firm.

Ready to talk with a partner?

For more information on our accounting and consulting services, please contact any member of Simon & Edward, LLP. We welcome public companies, those preparing to list, and private businesses in need of an independent CPA firm with expertise in audit services and tax consulting in both the U.S. and Asia.

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SERVICES

Audit & Assurance

Audit & Assurance

Audit & Assurance

Our CPA firm specializes in SEC and NASD reporting, registration statements and IPOs, as well as offering audit services, reviews, and compilations. We also provide private-company audits tailored for banks and investors, ensuring compliance through our comprehensive accounting and consulting and expert tax consulting services.

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TAX

Audit & Assurance

Audit & Assurance

Our CPA firm specializes in domestic and international tax planning and preparation, alongside offering comprehensive accounting and consulting services. We provide expert transaction structuring, M&A consulting, and audit services, as well as representation during examinations.

Plan a tax review

Section 404

Audit & Assurance

Transaction Advisory

Our audit services include a thorough SOX 404 risk assessment, comprehensive control documentation, meticulous testing, effective remediation, and seamless coordination with external auditors and the audit committee, all supported by the expertise of our CPA firm specializing in accounting and consulting as well as tax consulting.

Review SOX Readiness

Transaction Advisory

Accounting & Consulting

Transaction Advisory

Our CPA firm offers comprehensive services in financial due diligence, feasibility and structuring, projections, and support for both buy-side and sell-side transactions, including expert accounting and consulting as well as audit services and tax consulting.

Prepare for a transaction

Audit Outsource

Accounting & Consulting

Accounting & Consulting

Our Accounting and Consulting services offer a complete internal audit function or support for your team, providing a fresh perspective on risk and controls through our expert CPA firm specializing in Audit Services and Tax Consulting.

Explore outsourcing

Accounting & Consulting

Accounting & Consulting

Accounting & Consulting

We address complex accounting issues and provide expert tax consulting and audit services, alongside pro forma statements and strategic advice that help management propel the business forward, just like a leading CPA firm.

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Partners

Simon Yuan, CPA

Sundra W. Zhao, CPA

Sundra W. Zhao, CPA

Simon Yuan, CPA Managing Partner

MANAGING PARTNER


Mr. Yuan co-founded Simon & Edward, LLP, a CPA firm that specializes in accounting and consulting services. This independent firm is a proud member of the BDO Alliance and is headquartered in Los Angeles, where it offers a range of audit services and tax consulting solutions.

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Sundra W. Zhao, CPA

Sundra W. Zhao, CPA

Sundra W. Zhao, CPA

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PRINCIPAL PARTNER Ms. Sundra Zhao is a senior audit expert at a leading CPA firm, bringing 25 years of experience in SEC reporting, IPOs, and cross-border Asia accounting work. She specializes in audit services and tax consulting, and is based in Los Angeles.

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Jessica Lin, CPA

Sundra W. Zhao, CPA

Jessica Lin, CPA

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ASSURANCE PARTNER Ms. Lin has more than 25 years of experience in accounting and consulting, providing audit services for both publicly traded and privately held companies across the United States, China, and Taiwan. As a seasoned professional at a reputable CPA firm, she also specializes in tax consulting.

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MEET THE TEAM

PCAOB-Registered CPA Firm
MANAGERS & ASSOCIATES

Partners you can reach

Each client is usually served by a CPA who knows the engagement. Personal attention does not depend on the size of the client.

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