Loo & Associates CPA

Who We Are

At Loo & Associates, an Accountancy & Business Advisory Group, we pride ourselves on being a full-service accounting firm that provides a broad range of services for business owners, executives, and independent professionals in the United States and overseas. With over 20 years of experience, our team has been dedicated to helping clients achieve their financial goals. Our passion is to provide expert guidance and strategic advice to individuals and businesses alike, helping them to succeed and thrive in today's complex business environment.

Our Services

We offer a wide range of services designed to meet the unique needs of our clients. Whether you're an individual looking to protect your personal assets or a business owner seeking to optimize your financial performance, we're here to help. Our services include:

For Individuals

• Personal Financial Planning: Our financial planning services are designed to help you achieve your long-term financial goals, whether that's saving for retirement or planning for a child's education.

• Estate Planning: We can help you create a comprehensive estate plan that ensures the smooth transition of your assets and protects your loved ones.

• Elder Care: As our population ages, we recognize the importance of planning for elder care. Our team can help you navigate the complex process and ensure that you and your loved ones receive the support and care you need.

For Business Owners

• Business Services: We offer a range of services designed to help your business operate at peak performance, including merger and acquisition services, business valuation, and QuickBooks setup and training.

• Tax Services: Our experienced tax professionals will work with you to minimize your tax liability, ensure compliance with tax laws and regulations, and provide expert guidance on tax planning and preparation.

• QuickBooks Services: We're dedicated to helping you get the most out of QuickBooks, the number one business accounting software. Our experts can help you with setup, training, and troubleshooting.

Why Choose Us

At Loo & Associates, we're committed to providing exceptional service and personalized attention to each of our clients. Our team of experienced professionals is dedicated to helping you achieve your financial goals and overcome any challenges you may face. We believe that every individual and business deserves expert guidance and strategic advice to succeed in today's complex business environment.