Our Services

Sue Yen Leo offers a wide range of services to our businesses and individuals. 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 is a list of services that we offer to our clients along with brief descriptions.

Full Range of Financial Statements

  • Audit

  • Review

  • Compilation

Tax Planning

  • Entity

  • Family

  • International

  • Pre-Immigration

  • Divorce

Tax Services

  • Income / Gift / Estate / Trust / Exempt Organization Tax Return Preparation

  • IRS / State Representation

  • Payroll Tax

  • Personal Property Tax

  • Tax Court Petition

Bookkeeping, Payroll & Other

  • Bookkeeping Services

  • Payroll Services

  • Bill Payment / Receiving

  • Accounting Software Implementation

Estate & Wealth Transfer

  • Estate & Trust Planning

  • International Estate Planning

  • Gift Planning

Entity Setup

  • Entity Selection

  • Seller's Permit & DBA Filing

  • Entity Dissolution

Other Consulting

  • Mergers & Acquisitions

  • Cash Flow and Budgeting Analysis

  • Financial Planning

  • Financial Forecasts & Projections

  • Retirement Planning

  • Debt & Financial Services

  • Buying & Selling Business

  • Investment Review

  • Business Succession Planning

  • Business Consulting

Ready to chat?

Send us a message and we'll get back to you as fast as we can.

© 2020 Sue Yen Leo, CPA