How it works
From intake brief
to introduction
in three steps.

Find a CPA who has done
your situation before.

Klivea matches you with a US CPA who has actually done your case before. Built for China and Taiwan businesses operating in the US, and for Chinese/Taiwanese Americans handling personal or local-business tax. From FBAR and Streamlined to dual-status and US entity setup. Usually matched in 24 hours, in English or Chinese.

Vetted network of US-licensed CPAs
Matched in 24 hours
Free to match · you pay the CPA directly
Klivea matched CPAs and EAs
1
Personally Interviewed by Klivea
Every CPA is individually interviewed by Klivea’s founders, who have CPA and finance backgrounds. Credentials, state licenses, and specializations are verified before they appear in your results.
2
Match Score on What Matters
Klivea matches on what actually matters: state, visa, foreign assets, form mix, language, and whether the CPA is currently taking new clients. No “nearest CPA,” no roulette. The match has to fit you, not just exist.
3
We Set You Up to Connect
Before connecting you, Klivea confirms the CPA’s availability and resolves any deal-breakers: pricing, timeline, language, scope. When you meet, everything is already aligned.
FBAR / FinCEN 114
PFIC · Form 8621
Form 8938 · Foreign assets
Streamlined Filing · Compliance
Form 3520 · Foreign gifts
Dual-Status Returns
First-year RA filings
F-1 / OPT / H-1B / L-1B
US–Taiwan / US–China business
US entity setup · (LLC / S-Corp / C-Corp)
FBAR / FinCEN 114
PFIC · Form 8621
Form 8938 · Foreign assets
Streamlined Filing · Compliance
Form 3520 · Foreign gifts
Dual-Status Returns
First-year RA filings
F-1 / OPT / H-1B / L-1B
US–Taiwan / US–China business
US entity setup · (LLC / S-Corp / C-Corp)
How it works

From your first message
to a CPA who already knows
your situation.

Three steps. Bilingual intake, two matches, one connect. Most clients reach a matched CPA within 24 hours.

Step 01
Tell us your situation
Step 02
We qualify and rank
Step 03
Meet your CPA or EA
Klivea
Online
Tell us about your business or financial situation.
Growing startup. Need bookkeeping and tax planning.
Are you looking for ongoing support or a one-time engagement?
Ongoing. We’re scaling quickly.
Building your CPA or EA profile now…
Step 01

Answer a few questions

Klivea’s intake walks you through what a CPA would ask: visa, state, foreign assets, prior filings, urgency, budget. Multiple choice where it makes sense, plain text where it doesn’t. English or Chinese. About 5 minutes.

2 minutes
Your two matchescurated
YL
Yvonne L., NY CPA
FBARStreamlinedCross-border
Top match
KH
Karen H., CA EA
Foreign incomeMore affordable
Worth considering
Step 02

See your two best matches

Klivea surfaces two CPAs: the strongest fit on your profile, plus one alternative worth considering (same state, more affordable, or a related specialty). Each match shows you why.

Same day
Client Brief
Profiled
J.W.
BookkeepingTax planningUS-China
Profile sent to Yvonne L., awaiting accept
Step 03

Connect with your CPA

Pick the CPA you want and click connect. Klivea sends them your profile and a platform fee. Once the CPA accepts, Klivea opens a group chat on WeChat, Messenger, or in-platform. You’re working.

50+
cross-border clients
and growing
48h
hours average time
to first CPA match
100%
of CPAs personally
interviewed by Klivea
$0
matching fee.
Always free to match.
Client stories

Real situations,
real matches.

01
★★★★★

“I’m an F-1 PhD student. My parents wired $150K from Taiwan and I had no idea I needed Form 3520 until Klivea told me. They matched me with a CPA who had done dozens of these. Filed clean. No penalties.”

↑ $41K in resolved penalties
WC
S., Seattle
F-1 PhD · Form 3520 · first-year US filer
02
★★★★★

“We sell on Amazon US out of Shenzhen. Multi-state sales tax, US LLC, the 1099-K headache. Klivea matched us with a CA CPA who already had 20+ China-based e-commerce clients. LLC structure done in two weeks, quarterly bookkeeping by month one.”

↑ Matched in 36 hours
AK
W., Shenzhen
China-based seller · Multi-state · US LLC
03
★★★★★

“L-1B, first year in the US, dual-status, Taiwan stocks, foreign insurance. I asked Klivea to find someone who had seen this exact combination before. They found a CA-based EA. We did the call the same week.”

↑ $28K annual savings
PM
H., New Jersey
L-1B dual-status · foreign assets · first US return
Why Klivea

A directory hands you a list.
Klivea hands you two names.

Bilingual, US-licensed, and already familiar with your specific form mix. Klivea matches by visa, state, form mix, and budget, not by proximity.

Online directories
Search & hope
Scroll a list, read profiles, send cold messages, repeat.
  • ×
    You vet credentials yourself
  • ×
    No screening for cross-border experience
  • ×
    Pay-to-list: ranking reflects ad spend
  • ×
    3–6 weeks of back-and-forth before pricing
Friend referrals
A name & a guess
Trusted source, but built for someone else’s situation.
  • ×
    Their CPA ≠ your CPA
  • ×
    Awkward to switch if it’s not a fit
  • ×
    Single data point, no comparison
  • ×
    Rarely covers cross-border edge cases
Get started

Ready to find your CPA?

Start with the intake. See your two best matches. Connect on the channel you choose.

Get Started