Jiawei Lu-Xiao, CPA

accounting and Tax Services

Services

What I do

Small Business Accounting

Bring your books up to date and accurate so that you can make the best financial decisions and focus on what you’re really good at- running your business!

  • Bookkeeping Services with QuickBooks
  • Financial Statements Preparation
  • Bill-Pay Management
  • Payroll Services
  • File Sales Tax Returns
  • Business Formation, Licenses Application

Income Tax Preparation

Review your records to maximize your tax advantages and ease your tax season stress.

  • Individual (Form 1040), including all States and Local taxes.
  • Sole Proprietorships (Schedule C)
  • C-Corporations (Form 1120)
  • S-Corporations (Form 1120S)
  • Partnerships, LLC (Form 1065)
Why Choose Us

a Few Words about Our team

Through my years of working experience with small and medium-sized businesses, I understand running a business is truly stressful. If you’re a small business owner, you may drain in daily operations and start to stress out when tax deadlines loom because of the scattered accounting records. Or, you may lack a proper understanding of where your money is really going and lack the confidence to make money decisions, only depending on your intuition or mindset rather than integrated data. As a CPA, I genuinely believe I have an obligation to share my knowledge and experience to help. Therefore, I start my own business to provide solutions to help you end the stress, better understand your business performance, and finally feel IN CONTROL and CONFIDENT to make decisive steps to reach your goals!

A study once polled thousands of small business owners about their least favorite task in running a business. Can you believe that half of them chose accounting and taxes as their top problem and they hate the most to do? If you have the same dilemma, please remember: You’re not alone, and we’re here to do it for you! Besides, we also prepare tax returns for individuals, discuss with you to figure out the best strategy to maximize your tax advantages. Call us now at (929) 699-0339 (We speak English and Mandarin Chinese) or email us at jlu@jiaweilucpa.com, or press the button below to schedule a 1-hour free consultation, have your questions answered, and learn more about your option.