Services

Chu & Waters offers a range of financial and accounting solutions to meet your diverse needs.

Tax Services

  • Tax Management

    Chu & Waters tax management services emphasize proactive planning and strategizing, tailored to minimize your tax liabilities, optimize your cash flow, and maintain financial stability while adhering to prevailing tax laws and regulations.

  • IRS Representation

    Rely on our proficient team for exceptional IRS representation, as we assist clients during audits, appeals, and tax dispute resolutions by advocating on your behalf, clarifying tax issues, and negotiating favorable settlements.

  • Estate and Trust Planning

    Chu & Waters helps you navigate complex tax laws to facilitate asset transfer, minimize beneficiary tax liability, and ensure financial security for loved ones and smooth business succession, with thorough estate and trust planning that follows your wishes and avoids complications during times of loss.

Audit and Assurance Services

  • Our audits, reviews, and compilations services provide an objective examination of your financial statements, ensuring compliance with accounting standards, evaluating the accuracy of financial information, and offering valuable insights to enhance your organization's financial health. 

  • Benefit from our assurance and advisory services as they help identify and manage risks, boost operational efficiency, and implement best practices, offering guidance and bespoke solutions aligned with your unique business needs.

Business Consulting and Advisory

  • Entity Selection and Restructuring

    Receive expert guidance on entity selection and restructuring, helping you determine the most fitting legal structure for your business, maximizing tax benefits, and ensuring regulatory compliance while considering future growth and organizational objectives.

  • Financial Projections and Forecasts

    Our financial projection and forecasting services equip you with precise, data-driven financial forecasts, enabling informed decision-making, strategic planning, and proactive management of your business growth and profitability.

  • Debt and Financing Advising

    Obtain expert advice on debt and financing options, helping you secure the most advantageous financing solutions, optimize your capital structure, and manage debt effectively to maintain financial stability and growth.

  • Cash Flow and Budgeting Analysis

    Utilize our cash flow and budgeting analysis services to develop effective budget plans, identify potential cash flow issues, and devise strategies for enhancing financial performance, ensuring your business's sustainability and success.

  • Mergers, Acquisitions, and Sales

    Experience comprehensive support throughout the merger, acquisition, and sale processes, from due diligence and valuation to negotiation and post-transaction integration, ensuring a smooth transition and maximizing the value of your business transaction.

Estate and Trust Planning

Our estate and trust planning services offer personalized guidance on wealth preservation, asset protection, and tax minimization, ensuring the smooth and efficient transfer of assets to your intended beneficiaries while honoring your legacy and values. 

Accounting and Financial Management

  • Accounting Services

    Our accounting services deliver accurate and timely financial recordkeeping, streamlining your financial processes, offering valuable insights, and ensuring regulatory compliance while allowing you to focus on managing and growing your business.

  • Financial and Retirement Planning

    We provide personalized financial and retirement planning services, helping you establish clear financial goals, develop a comprehensive plan, and implement effective investment strategies to secure your financial future and achieve your retirement objectives.

  • Employee Benefits, Pension, and Profit-Sharing Plans

    Our team assists with the design, implementation, and management of employee benefit, pension, and profit-sharing plans, optimizing tax advantages, and enhancing employee satisfaction while ensuring compliance with regulatory requirements.

Get in touch

Chu & Waters knows that finding the right accountant is a choice not to be taken lightly. That’s why we offer complimentary consultations to walk you through your needs, the scope of your goals, and your budget.

Book an appointment