“For more than a decade, LLI has provided tax advice and filed the returns of the trust for which I am trustee. They’re timely, accurate, and give us confidence that we’re managing the trust responsibly and effectively.”
“LLI’s knowledgeable and professional team has helped bring us along from a $500K business to a multi-million dollar business. They’re not just a firm that you hear from at tax time, but a firm that is there all year long to answer any tax questions big or small.”
Anthony & Kay Barulich
Concepts & Methods Co., Inc.
“We’ve found LLI to always be thoughtful and timely with a personal touch. We have great peace of mind knowing they’re looking out for our businesses – and our personal accounts.”
Tribe Solutions Inc.
Healdsburg Montessori School
“As a busy professional, I especially appreciate LLI’s diligence. I can always count on them to keep the train running on time. And when I have questions, they are always willing to explain things, which they do clearly and patiently. A pleasure to work with.”
“Since 1996, we’ve employed LLI as the accountancy for our Family Partnerships and other income and estate tax filings. After my father passed away we were audited by the IRS, which required us to sift through a horrendous number of old accounting and legal files.
Ray Leung guided us through the entire audit process and worked closely with his recommended attorneys in defending the IRS audit. We were relieved when it ended amicably after a long and arduous examination process.
We are impressed with LLI’s professionalism and responsiveness. And we’d highly recommend Leung, Louie, Ip & Co. to any business enterprise.”
Leon W. Lee
“Our goal was to catch up on our foreign income and assets reporting with the IRS because our family was moving back to the U.S. LLI worked closely with our tax attorney and clearly explained the rules and consequences of non-compliance. They were meticulous in their fact-finding efforts, which proved to be the key in defining our reporting strategy to get caught up. No doubt this was a stressful experience but we were so glad that LLI navigated through this process with us every step of the way.”
Patrick & Claire Lee
“LLI’s work is always superior. I could not be more satisfied with their prompt service and absolute empathy and concern for my business.”
“LLI listened non-judgmentally to our needs and crafted a tax strategy that is consistent with our overall financial plan, saving us hundreds of thousands of dollars in taxes over the past decade. We consider them to be highly trusted members of our extended family, and would never consider working with anyone else.”
“Year in and year out, fiscal quarter to fiscal quarter, LLI has been proactive, timely and consistent in dealing with my tax issues.”
“LLI provided the foundation and structure upon which my entire business has been built–and which has kept pace with my growing business. And talk about grace-under-pressure. No matter what curves or surprises I’ve thrown at them, they’ve always handled them with objectivity, creativity, and a solution-oriented focus.”
Raymond M. Shaheen, M.D., F.A.C.S.
The Shaheen Vein & Vascular Centers of Northern California