James Liu, CPA

About James Liu

With over 10 years of tax experience, James Liu is a respected CPA and Senior Tax Advisor known for his meticulous planning, in-depth knowledge of the tax code, and client-first approach. Since beginning his career in 2015, James has helped clients navigate complex federal and state tax matters with clarity and precision.

James specializes in corporate and individual tax strategies, including high-income filings, audit preparation, and compliance for multi-entity businesses. His ability to simplify complex tax issues and identify proactive opportunities has made him a trusted advisor to small business owners, professionals, and entrepreneurs alike. Clients appreciate his detail-oriented mindset and commitment to long-term financial health.

Education & Credentials

• Certified Public Accountant (CPA)

• Bachelor of Science in Accounting, University of Southern California, 2014

• Licensed in the State of California

Career Highlights & Client Impact

• IRS Audit Resolution Expert – Represented multiple clients during audits, achieving zero-penalty outcomes through well-prepared documentation and strategic positioning.

• Business Tax Optimization – Developed annual tax plans that helped clients reduce liabilities by 15–30%, especially among LLCs and S-Corps.

• Cross-State Compliance – Assisted growing businesses in maintaining compliance across multiple states as they expanded operations.

Professional Memberships

• California Society of CPAs (CalCPA)

• American Institute of Certified Public Accountants (AICPA)

Client Commitment

James believes in delivering transparent, ethical, and forward-thinking tax guidance that helps clients make smarter financial decisions. Whether tackling annual filings or multi-year planning, his focus is always on the client’s long-term success.