Sue Yen Leo offers a wide range of services to our individual and business clients. We're large enough to provide you with complete financial services, yet small enough that our clients benefit by receiving personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with brief descriptions.
As the list below is by no means all-inclusive, please feel free to inquire about a service you do not see listed.
(Click Service Title For Details)
Our Network of Referrals
We actively develop and maintain a network of professional referrals to further assist you. This valuable network includes contacts among the medical, legal, insurance and investment communities. If we don't offer a service that you require in-house, we will put you in touch with someone of quality and experience who does.
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Financial Planning and Reporting
- Budgeting and responsibilities reporting
- Cash flow analysis, projection and forecasts
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Business and Personal Management Services
- Sue Yen Leo's business management services extend our philosophy of communication, commitment and responsiveness in all aspects of your business life. Our customized management services include:
- General business management, including bills paying and receiving mail
- Maintenance of account records; general and project-specific bookkeeping
- Insurance coordination: life, health, home, auto, homecare
- Property Management
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Comprehensive Tax Services
We use your tax returns and related documentation to build a greater understanding of your needs and communicate our recommendations. The emphasis is on creative and constructive tax planning. Included in our services for individuals and businesses:
- All necessary income tax returns
- Estate, gift and trust returns
- Representation before the Internal Revenue Service and other taxing agencies
- Payroll tax returns
- Liquidations and reorganizations
- Sales tax audits
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Estate and Trust Tax Planning and Administration
Our estate and trust services begin with the initial organization and extend to every detail of administration. In addition, we can safeguard your financial health by helping to track your investment portfolio. Unlike some financial counselors, we're able to remain objective in our recommendations because we have no relationship with specific products. Among our services:
Estate planning, including coordination of wills and trusts. We can help you outline the details of your will and/or trust, then refer you to an attorney for its completion.
- Trust planning
- Financial planning, short-term and long-range
- Portfolio tracking
- Coordination with your investment counselor
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Elder Care
Our Elder Care Services are a natural extension of our emphasis on anxiety resolution and responsiveness in meeting your needs—from estate and trust tax planning and administration to comprehensive tax services to negotiating freeway traffic in Los Angeles.
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Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
- Audit - an intensive examination with the highest level of assurance
- Review - some analytical procedures conducted with limited assurance
- Compilation - based upon client information provided and used primarily for internal use
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Forensic Accounting
We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
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Consulting Services
- Acquisitions, mergers and sales
- Long-range planning
- Management controls and reports
- Organizational structures and policies
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Fraud Prevention & Detection
We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
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