Business Details
Your Trusted Accounting Partner in Arcadia, CA
Loo & Associates is a full-service accounting and business advisory firm dedicated to delivering exceptional client service through professionalism, responsiveness, and quality. With over two decades of experience serving clients across the United States and internationally, our team combines technical expertise with personalized attention to address the unique needs of individuals, executives, and businesses. We prioritize understanding our clients' financial goals and challenges, offering tailored solutions in tax planning, business valuation, QuickBooks support, and estate planning.Our commitment to continuous education ensures we maintain the highest standards of technical proficiency and service excellence. We pride ourselves on being accessible, providing insightful advice to empower informed financial decisions. Our reputation for reliability and client-centric service has fostered strong relationships within the business and financial communities, driving our growth through referrals. We are dedicated to answering all client questions, ensuring clarity in both tax and financial matters, and delivering value-driven outcomes.
Services
Tax Preparation
Business Valuation
QuickBooks Setup
Estate Planning
IRS Audit Representation
Financial Planning
Payroll Services
Merger & Acquisition Support
Audit Reviews
International Tax Consultation
Highlights and features
- We have over 20 years of experience in accounting and financial advisory services.
- Our team offers personalized guidance tailored to individual client needs.
- We provide comprehensive services spanning tax planning, business valuation, and QuickBooks support.
- We prioritize client education to ensure informed financial decision-making.
- We offer free initial consultations to address client-specific concerns.
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing of individual and business tax returns. We specialize in minimizing liabilities through strategic deductions and credits while maintaining compliance with federal and state regulations. Clients benefit from our expertise in resolving complex tax issues, including international tax obligations and IRS audit representation.
Business Valuation
We provide defensible business valuations for mergers, acquisitions, and shareholder disputes. Our approach combines industry-specific analysis with financial data to determine fair market value. This service supports strategic decision-making for business transitions, financing, and estate planning needs.
QuickBooks Setup
Our QuickBooks setup service ensures accurate implementation of accounting systems tailored to business operations. We configure charts of accounts, integrate payroll, and train staff to optimize financial management. This service streamlines bookkeeping processes for small to mid-sized businesses.
Estate Planning
We assist clients in creating comprehensive estate plans to protect assets and facilitate smooth wealth transfer. Services include wills, trusts, and tax-efficient strategies to minimize probate costs while aligning with personal legacy goals.
IRS Audit Representation
Our team represents clients during IRS audits, providing expert guidance to resolve tax controversies. We negotiate on behalf of clients to achieve favorable outcomes, addressing issues such as back taxes, liens, and payment plans while ensuring compliance.
Questions
What accounting services do you offer for small businesses?
We provide QuickBooks setup, payroll processing, financial statement preparation, and business tax planning tailored to small business needs.
How can you help with IRS tax problems?
We offer audit representation, back tax resolution, and payment plan negotiation to address IRS liens, levies, and compliance issues.
Do you provide international tax services?
Yes, we assist with cross-border tax planning, foreign income reporting, and compliance for individuals and businesses with international operations.
What estate planning documents do you prepare?
We create wills, trusts, powers of attorney, and healthcare directives to ensure your assets are distributed according to your wishes.
Can you train our team on QuickBooks software?
Yes, we offer on-site QuickBooks training customized to your business processes and accounting workflows.
How do you handle business valuation for mergers?
We analyze financial data, market conditions, and company-specific factors to provide accurate valuations supporting merger and acquisition decisions.
