Jeff Xu, CPA

Jeff Xu is a California-licensed CPA with deep experience in tax planning and compliance. Jeff works with high-net-worth individuals and their closely held businesses to build smart tax strategies and keep them fully compliant.

Jeff's background includes the Financial Services practice at EY and years at various boutique middle-market accounting firms. Jeff holds a Master of Taxation from the University of Southern California. As a CPA, Jeff can represent clients before every administrative level of the IRS, from examinations and appeals to collection matters, and also offers ongoing tax advisory services.