Joe Wu, CPA

I am a licensed CPA with experience working at a Big Four firm. I help both individuals and businesses with their tax needs and cover a variety of situations. I make sure to perform a thorough of each tax return reviewing line-by-line to maximize tax benefits. Because of my attention to detail, I often find missed deductions or credits for about a third of my new clients from their prior tax returns that were either self-prepared or prepared by another accountant. I then help them file amendments to get a refund of their money. For individuals, I deal with a variety of situations, such as itemized deductions, investments, stock options and RSUs, rental income, graduate student situations, education credits, foreign tax credits and reporting, etc. For businesses, I work with a number of different entities, such as sole proprietors, LLCs, partnerships, and S-Corps, and help them find ways to save them money. Get your taxes filed without needing to leave your home. No need to take time to print out all your tax documents and deliver them. Just upload your files to my online secure portal from your computer or snap a photo with your phone, and I'll take care of the rest. Looking for advice on tax or financial planning? I'm also available for virtual consultations or in-person meetings. I'll work with you to reduce your tax bill or increase your business's profitability which starts with a well-developed strategy that is implemented throughout the year - not after the fact.