Jerry T. Lai, Certified Public Accountant has been practicing public accounting for over 30 years. His goal is to provide his clients with the highest level of technical expertise with personalized service.
…may be the accounting services you receive. Whether your business needs are simple or complex, my firm has the full working knowledge of tax laws to serve all of your accounting needs, from tax planning, to financial accounting, to long-term financial planning.
…that is completely reshaping the way Americans think about small business and personal assets. The increased sophistication and expanding need for information, capital, and systems to manage them is simply staggering.
The boom in the small business sector has also created a sizable gap in the range of accounting services available to them. In addition to this gap, you have sacrificed the personal one-on-one attention you once expected to be a valuable part of your professional services.
That is why I concentrate on helping small businesses like yours grow and become more effective so that you can have that personal one-on-one experience while receiving the accounting services you need.
…in a business employing fewer than 50 employees, with annual sales anywhere between $20,000 and $20 million.
Whether business today is good or bad, the plain truth is that it can always be better. But in order to increase it, you need to make one key decision now.
You need to choose an accountant and financial adviser to help assess your current situation – and plan for your future – profitability; an accountant who can offer you continuity as you grow, because you’ll never outgrow him.
…Choose the accountant whose focus is on helping small businesses and individuals with a wide range of accounting services that answer important financial questions.
Questions such as:
- How do I lower my income taxes?
- How do I run a business to be more profitable, increase cash flows, and minimize debt?
- How do I know when I have sufficient assets for expansion, retirement, and other goals?
- What other questions should I ask in order to reach my financial goals?
Because every decision you make today has a material impact on your long-term growth, you need to make that key decision today. There are very few sources for long-range financial information – the information absolutely necessary for you to make wise decisions.
…unless you are one of the many business owners who feel that they pay too much in taxes and that they have little to show for their long hours of work.
In accounting, it’s not about the numbers, but what the numbers are telling you. If you want to be rich, you need to read and understand numbers. That is why successful business people surround themselves with the best bankers, attorneys, and certified public accountants.
Most accountants meet with their clients only once or twice a year to have their tax returns prepared. These meetings do not tell the business owner how to become more profitable, or how to generate better cash flows. Our monthly financial package allows you to take immediate steps to improve profits and cash flows. You will understand what the numbers are saying.
Most families work from January to mid-May for the government, just to cover their taxes. My firm specializes in the tax and accounting needs of small to medium-sized business owners. We can provide our clients with an income tax projection during the calendar year. This allows you to focus on tax planning to ensure that you pay the lowest amount of income taxes. You work hard for your money, and we do not want you paying the government a single cent more than required by law.
Knowing that tax experts prepare your tax returns, and that your business is maximizing its cash flows gives you peace of mind and more personal freedom.
Action always beats non-action. The next step is yours.
Jerry T. Lai has extensive experience in tax services, auditing, financial consulting, and business planning. His experience from over 30 years as a certified public accountant includes clients from a broad range of industries, including real estate, wholesale distribution, retail, technology, medical and legal professionals, and many more. Mr. Lai also provides tax and accounting services for estates and trusts.
Jerry T. Lai started his public accounting career in 1989. After several years as a senior tax accountant and senior auditor for several large accounting firms, he went into practice for himself in 1997.
Jerry T. Lai holds a Certified Public Accounting certificate from the State of California. He is a member of the American Institute of Certified Public Accountants, and the California Society of Certified Public Accountants.
To broaden his financial and management background, he has passed the licensing exam for insurance and holds a master degree in business administration.
His interests include community and professional events, reading books, watching movies, and participating in tennis.
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