Business Details
Trusted Accounting and Business Advisory Services in Arcadia, CA
Loo & Associates is a full-service accounting and business advisory firm dedicated to delivering professional, responsive, and high-quality services to individuals, businesses, and organizations across the United States and internationally. With over two decades of experience, our team combines technical expertise, personalized attention, and a commitment to staying current with evolving financial regulations and technologies. We specialize in tax planning, financial strategy, business valuation, and advisory services, tailored to meet the unique needs of each client. Our approach emphasizes transparency, ethical standards, and proactive communication, ensuring clients receive actionable insights to optimize their financial health.By fostering long-term relationships built on trust and reliability, we aim to be a trusted partner in helping clients achieve their financial goals. Our services span personal financial planning, estate management, QuickBooks support, and business advisory solutions, addressing both immediate needs and long-term objectives. Through continuous education and a client-centric philosophy, we maintain the highest standards of service quality and industry leadership.
Services
Personal Financial Planning
Tax Preparation
Business Valuation
QuickBooks Services
Estate Planning
Highlights and features
- We have over 20 years of experience in accounting and financial advisory services.
- Our team provides personalized, client-focused solutions tailored to individual needs.
- We offer comprehensive services spanning tax planning, estate management, and business valuation.
- We prioritize transparency, ethical standards, and proactive communication with all clients.
- Our expertise includes QuickBooks setup, training, and optimization for businesses.
Services
Personal Financial Planning
Our personal financial planning services help clients build and preserve wealth through tailored strategies. We analyze retirement needs, college savings, insurance coverage, and investment goals to create comprehensive plans. By addressing risk management and estate planning, we ensure long-term financial security and growth for individuals and families.
Tax Preparation
We specialize in accurate and efficient tax preparation for individuals and businesses. Our services include federal and state tax filings, international tax consultation, and resolution of tax problems such as back taxes or IRS disputes. We aim to minimize liabilities while ensuring compliance with evolving tax regulations.
Business Valuation
Our business valuation services provide objective assessments for mergers, acquisitions, financing, or legal disputes. We analyze financial data, market conditions, and operational performance to deliver defensible valuations. This helps clients make informed decisions about selling, buying, or restructuring their businesses.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting to streamline business accounting. Our experts ensure proper configuration, data migration, and staff training, enabling businesses to manage finances efficiently. We also provide ongoing support to optimize software use for bookkeeping and reporting.
Estate Planning
Our estate planning services help clients protect and transfer assets according to their wishes. We address tax implications, probate avoidance, and guardianship arrangements. By creating wills, trusts, and power of attorney documents, we ensure clients' estates are managed effectively for future generations.
Questions
What accounting services do you offer?
We provide personal financial planning, tax preparation, business valuation, QuickBooks support, and estate planning services for individuals and businesses.
Do you serve clients outside the United States?
Yes, we offer accounting and advisory services to clients internationally, in addition to U.S.-based individuals and businesses.
How can you help with tax problems?
We assist with IRS audit representation, back taxes, payroll tax issues, and tax planning to minimize liabilities and resolve disputes.
What QuickBooks services are available?
We offer QuickBooks setup, training, troubleshooting, and optimization to help businesses manage their accounting efficiently.
Is there a free consultation available?
Yes, we provide a free initial consultation to discuss your accounting, tax, or business advisory needs.
