JAMES K CHU CPA
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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:

  • 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.



Copyright © James K Chu CPA 2016

Privacy Notice Effective Date: 04/11/2018
 This privacy notice discloses the privacy practices for www.JamesKChucpa.com. This privacy notice applies solely to information collected by this website, except where stated otherwise. It will notify you of the following: · What information we collect; · With whom it is shared; · How it can be corrected; 2 · How it is secured; · How policy changes will be communicated; and · How to address concerns over misuse of personal data. Information Collection, Use, and Sharing We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone. We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g., to ship an order. Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy. Your Access to and Control Over Information You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number provided on our website: · See what data we have about you, if any. · Change/correct any data we have about you. · Have us delete any data we have about you. · Express any concern you have about our use of your data. Security We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline. Wherever we collect sensitive information (such as credit card data), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a closed lock icon at the bottom of your web browser, or looking for "https" at the beginning of the address of the web page. While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (e.g, billing or customer service) are granted access to personally identifiable information. The computers/servers on which we store personally identifiable information are kept in a secure environment. Notification of Changes Whenever material changes are made to the privacy notice specify how you will notify consumers. 3 Other Provisions as Required by Law Numerous other provisions and/or practices may be required as a result of laws, international treaties, or industry practices. It is up to you to determine what additional practices must be followed and/or what additional disclosures are required. Please take special notice of the California Online Privacy Protection Act (CalOPPA), which is frequently amended and now includes a disclosure requirement for “Do Not Track” signals. If you feel that we are not abiding by this privacy policy, you should contact us immediately via email Jchu@jameskchucpa.com