JERRY T LAI, CPA, MBA

An Accountancy Corporation

 

Testimonials
  • Anthony L.
  • Irvine, CA
  • 3/11/2019
  • Jerry Lai was referred to me by a family friend over 7 years ago for filing my tax returns.  His tax planning strategies have helped me every tax season.  He is straightforward, honest, and knowledgeable on all the current tax laws and upcoming changes.  My taxes are always filed promptly and he is quick to follow up with any questions that I have.  I have peace of mind knowing that my taxes are done properly.



  • Dynamic Health Center I.
  • San Francisco, CA
3/11/2019

I highly recommend Jerry for all S-corp tax filings. He helped me with the formation of 501(c)3 for Under His Wings Foundation Inc. Jerry understands the ins and out of small business corporations and is well-versed with regulations.  He is knowledgable about the State of  California & Federal tax filings.  I highly recommend Jerry for all one's tax needs and he offers fair pricing for his advice.  Dr. George from Dynamic Health Center Inc.



  • Jim C.
  • Irvine, CA
3/10/2019

Mr. Lai has been our CPA for the last decade and served us very well.  We had Federal funding on a research project and it required very strict and complicated accounting practice.  This is a test of the capability of an accountant.   Mr. Lai's accounting helped us tremendously during the funding period.



  • Richard M.
  • Aliso Viejo, CA
2/14/2019

2019 will be the fourth year that I have been working with Jerry Lai, CPA. He is knowledgeable, professional and very friendly. He found ways to save me money on my taxes as an Independent Contractor and small business owner. I highly recommend Jerry Lai for expert tax preparation and guidance, and always at a fair price.



  • Oommen G.
  • Lake Forest, CA
2/10/2019

Jerry takes his time to explain the tax codes and gives you options
to help reduce cost and work within the boundaries of the tax codes to reduce expense with federal and state taxes.  He is honest and will work with you. I would highly recommend him for all your account needs. 
Dr George



  • Harina K.
  • Irvine, CA
2/24/2018

My company has used Jerry Lai's CPA services since our incorporation 2010. I hired him initially because he is extremely intelligent and well educated on the current tax laws. We have never had to file for an extension, he always files my business taxes on time. If you are looking for a great CPA for your business, Jerry Lai is the one!

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