"Our services pays for itself"
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. James K Chu CPA is dedicated to meeting these goals with high standards of excellence and professionalism.
James Chu earned his BA at University of California, San Diego and furthered his education by obtaining a Master of Accounting at University of Southern California. He then started his accounting career at McGladrey & Pullen as an auditor. Throughout his career, James has worked at SEC companies such as Corinthian Colleges and Toyota Motor Sales. Through his expertise from a wide range of experience in the accounting industry, he has helped clients minimize their taxes, allowing them to meet and exceed their business objectives. Also, he has helped clients improve their accounting process.
Annie Lo is a licensed EA and has 5 years of experience in tax preparation. She is knowledgeable in a variety of tax software. Also she handles all the Asian markets as she is fluent in Mandarin.