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About

Jimmy Liu would be your central point of contact for services related to individuals and small business tax and the rendering of accounting business management services, including bookkeeping, financial statement review and analysis, cash flow management and projection, general business consulting and business formation services.

Jimmy is a licensed Certified Public Accountant and has been awarded membership by the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPA’s (NYSSCPA).  Jimmy earned a Bachelor of Science in Accounting from SUNY Albany - State University of New York where he graduated Magna Cum Laude.

Jimmy has a total professional style and has enormously strong diverse technical qualifications and an extensive background in business, tax, accounting and finance. He is also vastly experienced in, forecasting, budgeting, planning, financial analysis, auditing, reporting, business practices and controls. Jimmy represents and negotiates with the IRS, NYS Sales Tax and various government agencies on behalf of clients.

He is a problem resolutions expert with a vast knowledge and expertise in small business affairs. Certainly the go to guy in any professional services firm with respect to small business accounting and tax. Jimmy brings an exceptional level of enthusiasm and dedication that makes the client experience seamless.  This is due to the belief that choosing to specialize in a field means that you are completely devoted to it; that you will protect it as if it were your own. That is the energy that sets him apart.

 

Get in touch

Feel free to reach out via email or by telephone at anytime. Let us work on your future together.

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President

Jimmy Liu

From working at the prestigious Ernst & Young LLP to opening his own practice, Jimmy has represented clients large and small for nearly 11 years.  Staying ahead of tax law’s frequent changes is Jimmy’s sixth sense.

 

Education

SUNY Albany
B.A., Accounting, 2006

Magna Cum Laude

 

 

License & Affiliations

  • Certified Public Accountant, New York
  • American Institute of CPAs (AICPA), Member
  • The Institute of Internal Auditors, Member
  • Life & Health Insurance Agent/Broker, New York