Ivy Accounting, Tax & Advisors helps business owners, restaurants, and international entrepreneurs simplify accounting, reduce tax complexity, and confidently grow within the U.S. market.
From foreign founders launching a U.S. entity to established restaurants and growing professional firms — we bring clarity to the complexity behind every stage.
Founders entering the U.S. market with confidence — entity setup, tax structure, and cross-border clarity from day one.
Local owner-operators ready for organized financials, proactive tax planning, and a real advisor at the table.
Margin clarity, tip and labor reporting, and tax strategy built for the rhythm of South Florida hospitality.
U.S. compliance, treaty positions, and reporting that international parents and investors can act on.
Financial structure that scales — from first hire to multi-entity, multi-state operations.
Partner-level tax planning, owner compensation strategy, and reporting that supports decisions all year.
International business in the U.S. is full of moving parts — entity structure, cross-border tax, multi-state reporting, language, and timing. Ivy brings them into a single, clear conversation.
Decades of experience guiding foreign-owned entities, cross-border owners, and global investors through U.S. accounting and tax.
Fluent communication in English and 中文 — from quarterly reviews to IRS notices, nothing gets lost in translation.
We lead with strategy, not forms. Your business decisions shape your tax position — not the other way around.
Year-round planning, not year-end surprises. We surface issues early and act on opportunities while they still matter.
You work with a partner who knows your business, your family, and your ambitions — not a rotating staff team.
Structure, reporting, and tax strategy designed to scale with you across borders, entities, and ventures.
Working with Ivy feels less like sending paperwork to an accountant and more like having a strategic partner already in motion.
We learn your business, ownership, and goals — including the cross-border context most firms overlook.
Entity formation, ownership structure, and federal/state registrations designed for the long game.
Clean books, organized records, and clear monthly reporting in the language you operate in.
A multi-year plan that reduces surprises, protects margin, and accounts for your global picture.
A partner-led cadence of quarterly reviews, proactive reminders, and year-round access.
Every service we offer is framed around what it actually delivers for your business.
Helping business owners stay financially organized and informed — every month, in real time.
Reducing tax surprises and helping businesses operate confidently across federal, state, and international filings.
A proactive multi-year strategy that protects margin and aligns with how your business — and life — actually moves.
Attestation and assurance work that gives banks, investors, and partners confidence in your numbers.
Cross-border structuring, foreign-owned U.S. entity reporting, and treaty-aware tax positions.
Entity selection, registration, and structure designed for tax efficiency and long-term flexibility.
Specialized reporting, labor and tip compliance, and margin clarity for South Florida hospitality.
A trusted partner at the table for the decisions that shape growth, ownership, and the next chapter.
Miami is where international ambition meets U.S. opportunity. Ivy was built for that intersection — bilingual, cross-border, and deeply familiar with the businesses that thrive here.
Ivy is led by partners who've built their careers around international business owners — combining technical depth with the cultural fluency to make complex things feel simple.
Managing partner since 2011. Bachelor's in Accounting from China and Master's from the University of Florida. Advises international entrepreneurs and Miami business owners on cross-border tax strategy and U.S. business structure.
Connect with Jacob
Master's in Accounting from the University of Miami. Leads Ivy's accounting and auditing practice. Specializes in services to small businesses, individuals, and tax representation — fluent in English and 中文.
Connect with EvelynModern tools support a thoughtful, human relationship — not the other way around.
Bank-grade encrypted portals for sensitive financial and tax documents.
Get started in days, not weeks — onboarding designed for busy owners.
Clear checklists, deadlines, and ownership for every engagement.
We track the dates that matter so you don't have to.
Bilingual video reviews from anywhere — Miami, Shanghai, or in between.
Clean, modern tooling that brings your numbers into one organized view.
Practical guidance on international tax, Miami business strategy, restaurant accounting, and U.S. business setup — written for the owners we serve.
Bilingual quarterly insights on international tax, Miami business strategy, and proactive planning — straight to your inbox.
Confident business growth starts with proactive financial guidance. Schedule a 30-minute introductory call with an Ivy partner — in English or 中文 — and see how a more strategic relationship feels.
Most engagements begin within two weeks of an introductory conversation.
