Jerry T. Lai, CPA, MBA, An Accountancy Corporation

Jerry T. Lai, CPA, MBA, An Accountancy CorporationJerry T. Lai, CPA, MBA, An Accountancy CorporationJerry T. Lai, CPA, MBA, An Accountancy Corporation

(949) 250-8891

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(949) 250-8891

Jerry T. Lai, CPA, MBA, An Accountancy Corporation

Jerry T. Lai, CPA, MBA, An Accountancy CorporationJerry T. Lai, CPA, MBA, An Accountancy CorporationJerry T. Lai, CPA, MBA, An Accountancy Corporation
  • Home
  • Profiles
  • Services
  • Testimonials
  • Contact Us

Services

Accounting Services

  • Monthly Write-Up Services – General Ledger Accounting 
  • Complete Payroll Services 
  • In-house Accounting Assistance 
  • Financial Ratios 
  • Cash Flow and Budget Analysis
  • Audited and Reviewed Financial Statements 
  • QuickBooks Installation and Training

Tax Services

  • Tax Return Preparation – Income – Estate – Fiduciary 
  • Income Tax Planning 
  • Estate and Gift Tax Planning 
  • Representation at Tax Examinations 
  • Filing of Back Taxes

Planning and Management Advisory Services

  • Formation of a New Business Enterprise 
  • Short and Long-Range Business Plans
  • Financial Services
  • Personal Financial Planning
  • Interpretation of Financial Statements 
  • Business Valuations
  • Stock Redemption – Buy/Sell Agreements, Mergers, Liquidations, Reorganizations


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