Joe Wu
Wealth & Tax (Ex-EY) | Japan Travel | Content Creator
- Role
- Wealth & Tax Strategist at Joe Wu, Cpa
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Joe Wu
Experienced CPA specializing in income tax preparation and financial advisory with a…
Experience
Wealth & Tax Strategist
Apr 2021 — Present · San Francisco, CA, US
Recovered up to several thousands of dollars for a third of new clients by identifying missed deductions and credits in their prior year tax returns, some of which who weren\'t aware they could have gotten bigger refunds- Cultivate a strong reputation for excellence in customer service, earning numerous 5-star ratings and positive reviews on Yelp and Google- Provide personalized tax planning advice to clients, identifying opportunities for tax savings and optimizing their financial positions- Demonstrate strong attention to detail and meticulousness in reviewing financial records, ensuring accurate reporting and minimizing the risk of audit- Manage a diverse portfolio of clients, ranging from personal to business, and maintaining strong relationships to ensure repeat business through exceptional service and client satisfaction.
Education
UCLA
Bachelor’s Degree, Economics
2015 — 2018
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