Individual tax
Clear, attentive support with personal tax preparation and planning.
ORANGE COUNTY · CALIFORNIA
A clearer picture.
A more confident
next step.
Thoughtful accounting and tax support for you and your business. Personal attention, from the first conversation.
Let’s talk about your needs ↗California CPA · English & 中文
YOUR CPA. YOUR POINT OF CONTACT.Lisa Chen, CPAExpertise with a personal approach.
Master of Accountancy10+ years of tax compliance experienceIndividuals & small businesses
HOW I CAN HELP
Support that fits
your next chapter.
From your personal return to the books behind your business, we’ll start with what you need.
Business tax
Tax preparation and planning shaped around your business and its needs.
Financial Statement Review
Review your financial statements, understand key balances, and identify adjustments where needed.
Have international tax questions?Share a brief overview. I’ll review your situation before confirming whether I can help.
MEET YOUR CPA
Good accounting.
A real partnership.
Lisa Chen, CPA
I’m Lisa Chen, a California CPA with a Master of Accountancy and more than a decade of experience in individual, corporate, partnership, and international tax compliance.
I help individuals, families, and small businesses across California, with a focus on Orange County. Together, we’ll make sense of your accounting and tax needs. You’ll work directly with me, with clear communication in English or Chinese.
Integrity. Reliability. Personal attention.
LET’S START A CONVERSATION
A little about you.
A clearer way
forward.
A few details are all we need to begin. No documents needed at this stage.
- 01Tell me what you need
Share the basics in the form.
- 02We’ll talk it through
I’ll follow up by email to understand your situation.
- 03Agree on scope and fee
Every engagement is individually quoted before work begins.
Prefer email?
xqchen87515@gmail.com ↗