Business Details
Trusted Accounting and Tax Services in Arcadia, CA
Loo & Associates has been providing comprehensive accounting and business advisory services to individuals, executives, and businesses across the United States and overseas for over two decades. Our team combines deep technical expertise with personalized attention to deliver tailored solutions in tax planning, financial strategy, QuickBooks implementation, and business advisory services. We specialize in helping clients optimize financial performance, navigate complex tax regulations, and build sustainable wealth through strategic planning.With a commitment to professionalism and quality, we serve as trusted advisors, offering insights that empower informed decision-making. Our responsiveness ensures clients receive timely, accurate guidance, while our dedication to continuous education maintains our technical excellence. We prioritize client satisfaction through transparent communication and actionable advice that addresses both immediate needs and long-term goals.
Services
Tax Preparation
Estate Planning
QuickBooks Setup
Business Valuation
Merger & Acquisition
Financial Planning
IRS Audit Representation
Payroll Services
Strategic Business Planning
Non-Profit Accounting
Highlights and features
- We have over 20 years of experience in accounting and financial advisory services.
- Our team offers specialized expertise in QuickBooks setup and training.
- We provide comprehensive tax planning and international tax consultation.
- Our services include strategic business valuation and merger & acquisition support.
- We prioritize personalized client service with a focus on long-term financial goals.
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filing for individuals and businesses. We maximize deductions while minimizing liabilities through strategic planning. Clients benefit from our expertise in federal, state, and international tax regulations.
QuickBooks Setup
We specialize in QuickBooks implementation tailored to business needs. Our setup includes chart of accounts configuration, data migration, and staff training. This ensures efficient financial management and reporting capabilities for small to mid-sized businesses.
Estate Planning
Our estate planning services protect assets and facilitate smooth wealth transfer. We create customized plans to minimize probate costs and tax implications. Services include wills, trusts, and strategies for intergenerational wealth preservation.
Business Valuation
We provide defensible business valuations for mergers, acquisitions, and legal matters. Our analysis considers financial performance, market conditions, and growth potential. Clients receive detailed reports supporting strategic decision-making and transaction negotiations.
Financial Planning
Our financial planning services address retirement, education funding, and investment strategies. We develop personalized roadmaps to achieve long-term financial goals. Risk management and tax-efficient planning are integral to our approach.
Questions
What accounting services do you offer for small businesses?
We provide QuickBooks setup, payroll processing, cash flow management, and financial reporting tailored to small business needs.
Can you help with international tax compliance?
Yes, we offer international tax consultation including compliance, planning, and cross-border transaction advisory services.
Do you assist with IRS audit representation?
We provide comprehensive IRS audit support including documentation preparation and direct communication with tax authorities.
What estate planning services are available?
Our estate planning includes wills, trusts, probate avoidance strategies, and tax-efficient wealth transfer solutions.
How do you support business mergers and acquisitions?
We offer valuation services, due diligence analysis, and transaction structuring to facilitate smooth M&A processes.
