Jerry T Lai holds a Certified Public Accounting certificate from the State of California. He is a member of the American Institute of Certified Public Accountants. Accounting Services: *Monthly Write-Up Services *Complete Payroll Services *Cash Flow and Budget Analysis *Audited and Reviewed Financial Statements *Computer Software Applications - QuickBooks & Peachtree Installation and Training Tax Services: *Tax Return Preparation - Income - Estate - Fiduciary *Income Tax Planning *Estate and Gift Tax Planning *Representation at Tax Examinations *Filing of Back Taxes Planning and Management Advisory Services: *Formation of a New Business Enterprise *Short and Long-Range Business Plans *Financial Services *Internal Control Studies *Interpretation of Financial Statements *Business Valuations *Stock Redemption - Buy/Sell Agreements, Mergers
Let us help your business reach success by leveraging the diverse knowledge of our team. We have expertise and experience in business planning, specialized markets, and business growth strategies that can help you develop creative solutions for your business problems. Your business plan will become more effective and efficient with our knowledgeable team on your side, allowing you to capitalize on market opportunities quickly and effectively. Together, we can create a more profitable future for your business.
34 years in business. Small business specialist.
We are a segment of White, Zuckerman, Warsavsky, Luna & Hunt LLP. The firm was founded in 1987 and has grown to become a prominent full-service firm in Southern California. Our main offices are in Sherman Oaks and Irvine and we have satellite offices in the South Bay and Santa Barbara. We have the resources to complete almost any engagement, large or small. OC Tax and Accounting, located in Irvine, specializes in business and tax advice, bookkeeping, and tax compliance services. We rely on the deep resources of the firm and modern cloud technologies to provide efficient and very personal solutions to our clients.
