Individual Clients | Leung, Louie, Ip & Co. LLP

Individual Clients

This group includes a wide range of individuals with different backgrounds. We handle their annual income tax filings, quarterly estimated tax requirements, and year-end tax planning, which has become a necessity for most of them. We also emphasize the importance of income tax and estate tax planning.

We provide tax consultation to our individual clients in the following areas:

Start-up and small business tax issues for self-employed individuals
Retirement planning for the golden years
Stock option strategies
Real estate transactions, including §1031 exchanges
Estate planning
Foreign investments

For more than a decade, LLI has provided tax advice and filed the returns of the trust for which I am trustee. They’re timely, accurate, and give us confidence that we’re managing the trust responsibly and effectively. – Paul Atteridg, Trustee

Our goal was to catch up on our foreign income and assets reporting with the IRS because our family was moving back to the U.S. LLI worked closely with our tax attorney and clearly explained the rules and consequences of non-compliance. Read more... – Patrick & Claire Lee

LLI’s knowledgeable and professional team has helped bring us along from a $500K business to a multi-million dollar business. They’re not just a firm that you hear from at tax time, but a firm that is there all year long to answer any tax questions big or small. – Anthony & Kay Barulich, Concepts & Methods Co., Inc.

We’ve found LLI to always be thoughtful and timely with a personal touch. We have great peace of mind knowing they’re looking out for our businesses — and our personal accounts. – Robert Hildreth Tribe Solutions Inc. &
Sarah Hildreth Healdsburg Montessori School

As a busy professional, I especially appreciate LLI’s diligence. I can always count on them to keep the train running on time. And when I have questions, they are always willing to explain things, which they do clearly and patiently. A pleasure to work with. – Blake Krikorian, id8 Group

Since 1996, we’ve employed LLI as the accountancy for our Family Partnerships and other income and estate tax filings. After my father passed away we were audited by the IRS, which required us to sift through a horrendous number of old accounting and legal files. Read more... – Leon W. Lee, Retired

LLI's work is always superior. I could not be more satisfied with their prompt service and absolute empathy and concern for my business. – John Leland, Allstate

LLI listened non-judgmentally to our needs and crafted a tax strategy that is consistent with our overall financial plan, saving us hundreds of thousands of dollars in taxes over the past decade. We consider them to be highly trusted members of our extended family, and would never consider working with anyone else. – James Losi

Year in and year out, fiscal quarter to fiscal quarter, LLI has been proactive, timely and consistent in dealing with my tax issues. – James Napoli
Hanson Brigett

LLI provided the foundation and structure upon which my entire business has been built–and which has kept pace with my growing business. And talk about grace-under-pressure. No matter what curves or surprises I’ve thrown at them, they’ve always handled them with objectivity, creativity, and a solution-oriented focus. – Raymond M. Shaheen, M.D.,F.A.C.S., The Shaheen Vein & Vascular
Centers of Northern California