Discover Our New Book: A Couple’s Guide to Money
Get A CopyBaoba USA is your partner in achieving financial success. Our process is simple and effective:
We start with a consultation to understand your financial situation, goals, and aspirations. Our experts craft a personalized approach, rooted in industry expertise and tailored to your unique needs. We provide step-by-step guidance and result-oriented tools to help you implement your plan effectively. Baoba USA is with you every step of the way, offering continuous support and adjustments as your financial journey evolves.
Embark on your path to financial freedom with Baoba USA. Your future self will thank you for taking the first step today!

Regardless of your income sources or filing status, nearly anyone who pays income taxes can benefit from having a professional review of your tax return to identify relevant planning opportunities.
A meticulous examination of your latest tax return
Uncover strategic tax planning opportunities
Personalized guidance for tax-advantaged growth
Peace of mind that your taxes are optimized
Accelerate your business growth and profitability with confidence today! Unlock opportunities and achieve faster, sustainable success.
Expert analysis to identify key risks and opportunities impacting your business.
One 90-minute 1:1 business coaching session
Develop a tailored, actionable plan to boost your profitability and drive growth.
Take charge of your financial mindset and suceess with a personalized, expert-led strategy session designed just for you!
One 60-minute 1:1 financial strategy session
Effective guidance to boost your confidence and results
Signature tools: Total Resource Allocation, Wealth Roadmap, Real Estate Investment Analyzer, and more!
Personalized tax planning and strategies to maximize savings and minimize liabilities now and in the future!
For clients who completed Proactive Tax Review
One 60-minute 1:1 tax optimization session
Multi-year scenario analysis and a tailored action plan to reduce taxes and build smart strategies
Are your finances truly serving your values and dream life? It’s time to take control and transform your financial future. Let’s turn your aspirations into reality!
In-depth tax analysis and forward planning
Strategic asset allocation and review
Defined investment criteria and guidance
Visualized wealth journey projections
Six in-depth 1:1 sessions with a tax & wealth expert
Are your finances truly aligned with your aspirations and ambitions? It’s time to enhance your business's financial success while integrating your personal wealth goals for a harmonious and prosperous future!
Duo tax analysis and planning: personal and business
Tax-efficient asset allocation and insights
Customized investment criteria and guidance
Visualized wealth journey projections
Eight in-depth 1:1 sessions with a tax & wealth expert
Transform your love and money story! Beginning January 16th, 2026, embark on a four-month journey designed to strengthen your relationship and master your finances together. Through expert coaching, practical tools, and guided exercises, you’ll learn to align your dreams, build trust, and create a clear shared vision for your financial future. Only one partner needs to attend the live online sessions, as long as both engage with the exercises between sessions at their own pace. Discover how to set shared goals, spark meaningful conversations, and plan a confident, connected financial life together.
Eight live online group coaching sessions (each up to 90 minutes long)
Tools to improve financial communication and clarity
Actionable strategies to achieve shared financial dreams
A supportive community of couples working toward similar financial goals

15% OFF for students, veterans, and single parents. Please email support@baoba.us for discount codes.