Business Details
9 Years
experience
Your Trusted Accounting Partner in Diamond Bar
Millennial CPA has been serving small businesses and individuals in Diamond Bar since 2017. Our team combines over two decades of collective experience in tax compliance, accounting, and strategic financial consulting. We specialize in corporate tax returns, multi-state filings, and business entity structuring while maintaining deep expertise in franchise accounting and real estate transactions. Our professionals hold advanced certifications from USC and UCSD, bringing technical excellence to every client engagement. We prioritize personalized service through direct client communication with senior-level accountants.Our practice philosophy centers on proactive financial guidance rather than reactive problem-solving. We maintain rigorous continuing education in tax law changes and accounting standards to ensure compliance excellence. Our office supports both English and Mandarin-speaking clients through bilingual team members. We utilize cloud-based accounting platforms for real-time financial visibility while maintaining strict data security protocols. Client trust is built through transparent pricing structures and documented service level agreements.
Services
Tax Preparation
Bookkeeping
Payroll Processing
Business Consulting
QuickBooks Support
Multi-State Tax Filings
Franchise Accounting
Real Estate Transactions
Details
- Year established: 2017
Highlights and features
- Certified CPAs with advanced tax education from USC
- Specialized experience with franchise accounting and multi-state tax returns
- Direct access to senior-level accountants for all clients
- Bilingual English-Mandarin support for international business clients
- Cloud-based accounting systems with real-time financial reporting
Services
Tax Preparation
We prepare comprehensive tax returns for individuals and businesses including C-Corporations, S-Corporations, partnerships, and LLCs. Our team handles complex multi-state tax filings and specializes in franchise tax compliance. We provide audit representation and tax planning strategies to minimize liabilities while maintaining full regulatory compliance.
Bookkeeping
Our bookkeeping services maintain accurate financial records through regular ledger updates and reconciliation processes. We offer general ledger review, accounts payable/receivable management, and financial statement preparation. Clients receive monthly reporting packages to track business performance metrics and cash flow patterns.
Business Consulting
We provide strategic business consulting covering entity selection, wealth planning, and operational analysis. Our services include debt service evaluation, cash flow optimization, and business valuation. We help clients structure their operations for maximum tax efficiency and long-term financial growth.
People
Bo Zhu
CPA, MBT
Certified Public Accountant with 14 years of experience in tax compliance and business consulting. Specializes in multi-state tax returns and franchise accounting. Holds Master in Business Taxation from USC.
Helen Lo
MBA
Business consultant with corporate accounting experience at Disney. Focuses on financial planning and work-life balance solutions. Holds MBA from CSUF and accounting degree from USC.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll processing, sales tax filings, QuickBooks support, and general ledger reviews for small businesses.
Do you handle multi-state tax returns?
Yes, we specialize in multi-state corporate tax filings and have extensive experience with California franchise tax compliance.
What tax preparation services are available?
We prepare individual and business tax returns including C/S Corporations, partnerships, and LLCs with audit representation support.
How do you support business clients?
We offer business entity structuring, cash flow analysis, debt service planning, and retirement strategy development services.
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