The mission of CHU and WATERS, LLP is to provide innovative, personalized, cost-effective accounting, advisory, and forward tax planning services to our clients to facilitate the realization of their personal and corporate business goals.
Our firm has extensive working knowledge and experience with the financial reporting, financing needs, and tax matters of the middle market business environment. In addition, we have close working relationships with major and local banking institutions as well as equipment leasing companies relative to the financing and capital needs of our clients. At CHU and WATERS, LLP we are able to service each client through a single account administrator/partner with distinct audit or tax staff as additional support. This service approach allows the firm’s management team to provide versatility to its clients through high level expertise in both financial and tax matters, while designated audit and tax staff supply maximum task efficiency. This approach differs from national firms, where financial reporting is handled by one partner and tax matters by another.
The CHU and WATERS, LLP system of quality control for the accounting and auditing practice was recently reviewed by the American Institute of Certified Public Accountants (AICPA) as required for AICPA membership. The AICPA's report stated our system of quality control met the objectives established by the AICPA.
The founders of the firm, Jack W. Chu and Corey R. Waters, have worked together for the past twenty six years. They are supported by a robust, three person management team with ten to fifteen years of industry experience, including an attorney with expertise in tax research, planning, and consulting.
Jack W. Chu brings to the firm over thirty years of experience as a certified public accountant and was previously with a national accounting firm. He received his Bachelor of Science degree in Business Administration at the University of California at Berkeley, with emphases in Accounting and Finance. Following his undergraduate studies, Mr. Chu subsequently earned a Master of Science in Taxation from Golden Gate University.
Mr. Chu is currently a Board member of the S.H. Cowell Foundation - a San Francisco based philanthropic foundation with $180 million in assets and grants to family resource centers, youth development programs, affordable housing, and public education improvement programs. Mr. Chu is also a Board member of Alta Alliance Bank - a member of the Western Alliance Bancorporation and an NYSE public company with assets in excess of $4.0 billion. In addition, Mr. Chu was Co-Founder and past President, Treasurer, and Board member of the East Bay Asian Local Development Corporation (EBALDC) - a non-profit organization developing affordable and low income housing with $200 million in assets. He was also a past Board member of the Community Bank of the Bay as well as past Treasurer and Board member of the Family Service Agency of San Francisco - a non-profit agency with an operating budget of $10 million which provides family support and managed care services to moderate and low income families.
Jack W. Chu can be reached at firstname.lastname@example.org
Corey R. Waters has twenty six years of accounting, auditing, and tax experience. Mr. Waters started his accounting career after graduating cum laude from San Francisco State University with a Bachelor of Science degree in Business Administration, emphasis in Accounting. He has also completed his graduate studies, earning a Master of Science degree in Taxation from Golden Gate University. Mr. Waters is a member of the American Institute of Certified Public Accountants, The California Society of Certified Public Accountants, and maintains the CHU and WATERS, LLP Quality Control Systems.
Corey R. Waters can be reached at email@example.com