Business Details
9 Years
experience
Your Trusted Tax & Accounting Partner in Diamond Bar, CA
Millennial CPA has been delivering expert accounting and tax services to small businesses and individuals since 2017. Our team combines deep technical expertise with personalized service to address complex financial challenges. Bo Zhu, CPA, brings over a decade of experience managing large franchisee accounts and handling multi-state tax returns, audit representation, and real estate transactions. Helen Lo contributes corporate accounting expertise and a client-focused approach to problem-solving. We specialize in tax planning, business entity structuring, and financial consulting tailored to California-based clients.Our mission is to provide actionable insights that empower clients to achieve long-term financial success. With backgrounds at major firms and institutions, we prioritize transparency, accuracy, and proactive guidance. Our services span bookkeeping, payroll processing, QuickBooks assistance, and strategic wealth planning. Located in Diamond Bar, we serve clients across Southern California with a commitment to excellence and client education.
Services
Tax Preparation
Bookkeeping
Payroll Processing
Business Consulting
QuickBooks Assistance
Wealth Planning
Audit Representation
Real Estate Transactions
Sales Tax Filing
Debt Analysis
Details
- Year established: 2017
Highlights and features
- Certified professionals with 10+ years of combined experience in tax and accounting
- Specialized expertise in multi-state tax returns and business entity structuring
- Personalized service approach for small businesses and individual clients
- Proven track record with franchisee accounts and complex financial transactions
- Local Southern California knowledge with industry-specific insights
Services
Tax Preparation
We prepare comprehensive tax returns for individuals and businesses, including C-Corporations, S-Corporations, partnerships, and LLCs. Our expertise covers multi-state filings, audit representation, and QSUB structuring. Clients benefit from strategic tax planning to minimize liabilities while ensuring compliance with evolving regulations.
Bookkeeping
Our bookkeeping services maintain accurate financial records through general ledger reviews and sales tax filings. We ensure precise tracking of business transactions and financial reporting. Clients receive organized records that support informed decision-making and regulatory compliance.
Business Consulting
We provide strategic guidance on business entity selection, wealth planning, and cash flow analysis. Our consulting helps clients optimize financial structures and manage debt obligations. Services include retirement planning and operational financial strategy development.
Payroll Processing
We manage payroll processing to ensure accurate employee compensation and tax withholding. Our system integrates with accounting records for seamless financial tracking. Clients receive timely filings and compliance support for payroll tax regulations.
QuickBooks Assistance
Our QuickBooks experts provide setup, training, and ongoing support for accounting software. We help businesses maximize efficiency through proper system configuration and data management. Services include troubleshooting and financial report generation.
People
Bo Zhu
CPA, MBT
Bo Zhu has over 10 years of public accounting experience, specializing in corporate tax returns, audit representation, and multi-state tax compliance. He previously managed franchisee accounts for major restaurant chains and handles complex transactions including 1031 exchanges.
Helen Lo
MBA
Helen Lo brings corporate accounting expertise from her time at Disney and combines it with a focus on work-life balance. She specializes in client problem-solving and contributes experience in financial reporting and business analysis.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, sales tax filing, QuickBooks assistance, and general ledger reviews tailored to small business needs.
Do you handle multi-state tax filings?
Yes, we specialize in multi-state corporate tax returns and compliance for businesses operating across state lines.
What experience do you have with franchise businesses?
Our team has extensive experience managing tax and accounting for franchisees including Jack in the Box and El Pollo Loco locations.
Can you help with business entity selection?
Yes, we provide consulting on optimal business structures including C-Corp, S-Corp, partnerships, and LLC formations.
What tax planning services are available?
We offer strategic tax planning, audit representation, QSUB structuring, and retirement planning solutions for individuals and businesses.
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