Skip to content

Professional judgment
for complex financial
structures

Expertise in tax, accounting, and cross-border considerations.

Our position

GlobalTax Partners LLC is a professional public accounting firm.

What we focus on

Focused on tax compliance, financial planning, and cross-border matters.

Who we serve

We are dedicated to serving high-net-worth individuals, families, and business clients.

Our long-term commitment

We provide stable, long-term, and forward-looking integrated tax and financial solutions.

 
COMPANY BACKGROUND
 

Professional judgment with a long-term perspective

In an era of increasingly complex global financial regulation and international tax environments, what truly determines long-term outcomes is not compliance alone, but clear, forward-looking, and sustainable financial and tax judgment.

✓
The firm is located in Wellesley, Massachusetts, USA, adjacent to Wellesley College,
✓
serving clients across the United States and extending into cross-border engagements.
company-background
company-advantage
ADVANTAGE
 

A trusted partner for the long term

We welcome you to contact us and allow our expertise and team to become your trusted long-term partner.

✓
The firm is located in We uphold rigorous professional standards, clear and efficient communication, and a long-term advisory service philosophy.
✓
We help clients navigate complex and evolving environments, build clear financial and tax structures, effectively manage compliance risks, and achieve steady wealth growth and orderly wealth succession.
✓
We always take compliance as the foundation, planning as the core, and long-term value as the guiding principle.
✓
In a complex and constantly evolving tax and financial environment, we provide stable and sustainable professional support to individuals, families, and businesses.
INTRODUCTION
 

A professional perspective on long-term investment structures

When investments involve cross-border structures, regulatory complexity, and long-term implications, professional judgment and clarity matter more than any single product.

Founder’s professional background

Founder, Julia Yang, Certified Public Accountant (CPA), with more than 30 years of practical experience in U.S.–China taxation, finance, and cross-border compliance.

U.S. professional and regulatory experience

Previously worked at a U.S. Big Four accounting firm and several top global asset management institutions.

China regulatory and institutional experience

and also served within systems of the People’s Bank of China and the State Administration of Foreign Exchange.

Cross-border structural judgment

bringing a dual perspective of international financial regulation and practical tax expertise.

julia-yang
 
SERVICES
 

Our professional services

We provide professional services across compliance, accounting, structuring, and long-term planning, helping individuals, families, and businesses make sound decisions in complex environments.

Tax Compliance & Filing

Tax Compliance & Filing

  • ✓ Individual income tax filing (Form 1040 and related schedules)
  • ✓ Business tax filing (Forms 1065 / 1120 / 1120-S)
  • ✓ Trust and estate tax filing (Forms 1041 / 706 / 709)
  • ✓ State and multi-state tax compliance and filing
  • ✓ Nonresident and cross-border tax filing (Form 1040-NR)
  • ✓ International information reporting and compliance (FBAR, Form 8938, 5471, 8865, 3520 / 3520-A, etc.)
  • ✓ Filing extensions, amended returns, and delinquent compliance filings
  • ✓ IRS and state tax authority notice response and audit assistance
Accounting & Bookkeeping

Accounting & Bookkeeping

  • ✓ Day-to-day bookkeeping and financial record maintenance
  • ✓ Monthly, quarterly, and annual financial statement preparation
  • ✓ Bank reconciliations and account balance reconciliations
  • ✓ Revenue and cost accounting
  • ✓ Fixed asset and depreciation management
  • ✓ Financial process standardization and internal control recommendations
Entity Formation & Structuring

Entity Formation & Structuring

  • ✓ U.S. entity formation (LLC / C-Corp / S-Corp)
  • ✓ EIN application and initial tax registrations
  • ✓ Tax classification elections and changes (e.g., S-Corp election)
  • ✓ Equity structure and partnership structure design
  • ✓ Multi-state and cross-border entity structuring
  • ✓ Tax and financial infrastructure setup for startups
Tax Planning & Long-Term Advisory

Tax Planning & Long-Term Advisory

  • ✓ Comprehensive individual and family tax planning
  • ✓ Business tax optimization and structural planning
  • ✓ Multi-year tax planning and cash flow management
  • ✓ Cross-border tax planning
  • ✓ Investment, equity, and real estate tax planning
  • ✓ Tax planning for significant life and business events
 
VIDEO
 

An overview of our professional services

 
CPA PROFILE/ CREDENTAILS
 

Professional background and credentials

Our professional judgment is grounded in verified credentials, cross-border experience, and long-term practical expertise.

1
Julia Yang, CPA
2
Founder & Managing Partner
3
U.S. Certified Public Accountant
4
U.S.-China Tax & Cross-Border Advisory
5
Tax Executive at Big Four & Global Top Asset Management Corporations
6
Former People’s Bank of China / SAFE
 

Contact us

We welcome you to contact us and allow our expertise and team to become your trusted long-term partner.

Phone
+1 617-888-6189
Email
julia_yang@globaltaxpartners.org
Address
1 Hollis Street, Suite 335,
Wellesley, MA 02482