About Us
We know tax is complicated, and we're here to help.
Our tax business started modestly from a home office, preparing returns for close family and friends who trusted us to maximize their refunds through careful navigation of deductions and credits. Positive results and word-of-mouth referrals soon led me to offer services to my financial planning clients, integrating tax preparation with their wealth and retirement strategies. As demand grew, we expanded into a full-fledged tax office with a dedicated team, serving a diverse clientele with the same personalized expertise that began it all.
What People Say
Dr. C.C. Wu, Acupuncturist
I was introduced to Rocky by my patient and he impressed me in the very first meeting. I learned so much about business tax deductions and savings opportunities that my previous tax advisor never shared with me. He is almost like a business partner of mine in helping me with so many aspects of my clinic.
R. Chen, Engineering Director
Rocky is very professional and has a wide range of knowledge in various financial sectors providing comprehensive solutions. He is also very patient in explaining details of tax laws and financial strategies. We are blessed to have him as an advisor for our family.
K. Thomas, Retired
I have worked with Rocky over the past 3 years since I retired. Knowing that he takes care of my tax and financials gives me peace of mind.
Rocky Pan, EA, ASA, MAAA
Rocky is a financial consultant & tax advisor specializing in tax and risk management strategies. With the background of Actuary, Enrolled Agent, and Investment Advisor, Rocky has worked with numerous families and business owners from different industries and dedicates his time in developing comprehensive financial solutions for young professionals and entrepreneurs. Rocky is also a frequent speaker at career panels and data conventions. Rocky graduated from UC Davis in 2013 with a Master's degree in Statistics.
Aria Wang, Technical Director
Aria is a Technical Consultant specializing in enterprise IT systems, cloud infrastructure, automation, and security best practices. With a strong background in both hands-on engineering and strategic IT leadership, Aria has helped CP Tax Solution design reliable, compliant, and cost-efficient technology foundations. Aria plays a key role in ensuring our tax filings and data transmissions are compliant with the IRS requirements. Aria graduated from USC in 2016 with a Master's degree in Computer Science.
