SERVICES
SPECIALIZATION
James K Chu CPA does serve a variety of industries, but they do specialize in the real estate, medical and E-commerce industry. Please feel free to contact us so we can help you solve all your financial needs.
CONSULTING
Market analysis (specialized in Asian markets)
Customer segmentation
Develop market strategy
TAX MANAGEMENT
Tax management services at James K Chu CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
ACCOUNTING SERVICES
Accounting services from start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. James K Chu CPA accounting services will steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
FINANCIAL AND RETIREMENT PLANNING
James K Chu CPA goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, James K Chu CPA can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
IRS REPRESENTATION
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
BOOKKEEPING
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. James K Chu CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
PAYROLL
Implement payroll services for companies with employees.
ITIN CERTIFYING ACCEPTANCE AGENT
We can help you apply for an ITIN by directly certifying your original documents. Applicants will not need to submit their documents to the IRS.
James K Chu CPA does serve a variety of industries, but they do specialize in the real estate, medical and E-commerce industry. Please feel free to contact us so we can help you solve all your financial needs.
CONSULTING
Market analysis (specialized in Asian markets)
Customer segmentation
Develop market strategy
TAX MANAGEMENT
Tax management services at James K Chu CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
ACCOUNTING SERVICES
Accounting services from start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. James K Chu CPA accounting services will steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
These services include but are not limited to:
- General ledger and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and return preparation
- Litigation support
FINANCIAL AND RETIREMENT PLANNING
James K Chu CPA goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, James K Chu CPA can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
IRS REPRESENTATION
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
BOOKKEEPING
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. James K Chu CPA can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
PAYROLL
Implement payroll services for companies with employees.
ITIN CERTIFYING ACCEPTANCE AGENT
We can help you apply for an ITIN by directly certifying your original documents. Applicants will not need to submit their documents to the IRS.