PCAOB-REGISTERED CPAs serving public and private companies in the United States and Asia. Call now.
PCAOB-Registered CPA Firm

SIMON & EDWARD, LLP

ACCOUNTANTS AND CONSULTANTS

  • Public Company Audit & Compliance
  • SEC Reporting & IPO Support
  • US & International Listing Support

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PCAOB-Registered CPA Firm

An independent Alliance Member of BDO, LLP, serving public and private companies in the United States and Asia with audit, tax, SEC reporting, and transaction advisory.

A PCAOB Registered CPA Firm

PCAOB registered

BDO Alliance member

BDO Alliance member

Simon & Edward, LLP is a PCAOB-registered CPA firm composed of Certified Public Accountants, business consultants, and financial advisors.


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Independent BDO Alliance Member

BDO Alliance member

BDO Alliance member

BDO Alliance member

Access to BDO resources in accounting, tax, and consulting, while the firm keeps its own identity and client relationships.


About the BDO Alliance

Partner access

BDO Alliance member

Partner access

Engagement teams are led by a principal you can reach. Staff are bilingual, and most have Big Four experience and degrees from leading U.S. universities.


Our advantage

Commitment to professional service

Our mission is to deliver exceptional service to every client. We are committed to integrity and responsiveness, ensuring each client receives personal attention worldwide. We foster long-term relationships through 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 the international practice has focused on companies that are publicly traded, or preparing to trade, on U.S.-regulated exchanges.


Capabilities include initial and secondary offerings, SPACs and reverse mergers, PIPEs and other financings, mergers and acquisitions, corporate governance, due diligence, and ongoing public-company representation.

Ready to talk with a partner?

For more information on our services, contact any member of S&E. We invite public companies, companies preparing to list, and private businesses that need an independent CPA firm with U.S. and Asia experience.

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SERVICES

Audit & Assurance

Audit & Assurance

Audit & Assurance

SEC and NASD reporting, registration statements and IPOs, reviews and compilations, and private-company audits for banks and investors.


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TAX

Audit & Assurance

Audit & Assurance

Domestic and international tax planning and preparation, transaction structuring, M&A consulting, and examination representation.


Plan a tax review

Section 404

Audit & Assurance

Transaction Advisory

SOX 404 risk assessment, control documentation, testing, remediation, and coordination with external auditors and the audit committee.


Review SOX Readiness

Transaction Advisory

Accounting & Consulting

Transaction Advisory

Financial due diligence, feasibility and structuring, projections, and support for buy-side and sell-side transactions.


Prepare for a transaction

Audit Outsource

Accounting & Consulting

Accounting & Consulting

A full internal audit function or support for your team, with a fresh look at risk and controls.


Explore outsourcing

Accounting & Consulting

Accounting & Consulting

Accounting & Consulting

Complex accounting issues, pro forma statements, and advice that help management move the business forward.


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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, an accounting firm, which is an independent member of the BDO Alliance, headquartered in Los Angeles

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Sundra W. Zhao, CPA

Sundra W. Zhao, CPA

Sundra W. Zhao, CPA

Professional woman in a blazer smiling.

PRINCIPAL PARTNER

Ms. Sundra Zhao is a senior audit expert with 25 years in SEC reporting, IPOs, and cross-border Asia accounting work. She is headquartered in Los Angeles.

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Jessica Lin, CPA

Sundra W. Zhao, CPA

Jessica Lin, CPA

ASSURANCE PARTNER

Ms. Lin is has more than 25 years of experiences in accounting and auditing both publicly traded and privately held companies in United States, China, and Taiwan

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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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