Chu & Waters, LLP

About

Experience. Integrity. Accuracy.

Mission

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 Practice Area

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.

Chu and Waters, LLP is a member of the Alliott Group, a globe alliance of independent CPA and law firms. This alliance provides global professional resources available for our client needs.

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.

Our Management Team

The founders of the firm, Jack W. Chu and Corey R. Waters, have worked together for the past thirty five years. They are supported by Renee Trac, CPA and Anthony Liang, Esq. Principals of the firm have been with Chu and Waters for the past twelve to eighteen years. There are approximately 20 professional and administrative personnel of Chu and Waters.

 

Get in touch

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

Book an appointment ▸

 
 

Our Team

 
 

Partner

Jack W. Chu, CPA

Jack W. Chu brings to the firm over forty 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 was past Board member of the S.H. Cowell Foundation - a San Francisco based philanthropic foundation which provides annual grants of $5M to $8M to family resource centers, youth development programs, affordable housing, and public education improvement programs. In addition, Mr. Chu was a past Board member of Alta Alliance Bank - a member of the Western Alliance Bancorporation a NYSE listed public company and Community Bank of the Bay, an Oakland California based bank.  He was Co-Founder and past President, Treasurer, and Board member of the East Bay Asian Local Development Corporation (EBALDC) - a non-profit organization which develops affordable and low income housing, over 3,000 housing units completed.  Mr. Chu was also a past Board member of the Family Service Agency of San Francisco - a non-profit agency which provides family support and managed care services to moderate and low income families.

 

Education

UC BERKELEY
B.A., Accounting and Finance

GOLDEN GATE UNIVERSITY
M.S., Taxation

Activities & Affiliations

• American Institute of Certified Public Accountants, Member
• The California Society of Certified Public Accountants, Member

Past

• EBALDC - Co-Founder, Past President, Treasurer, Board Member
• Community Bank of the Bay - Board Member
• Family Service Agency of SF - Treasurer, Board Member
• S.H. Cowell Foundation, Board Member
• Alta Alliance Bank, Board Member

 
 

 
 

Partner

Corey Waters, CPA

Corey R. Waters has over thirty five 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.

 

Education

SF STATE UNIVERSITY
B.A., Accounting

GOLDEN GATE UNIVERSITY
M.S., Taxation

Activities & Affiliations

• American Institute of Certified Public Accountants, Member
• The California Society of Certified Public Accountants, Member

 
 

 
 

Principal

Renee Trac, CPA

 
 

Education

UC BERKELEY
B.S., Business Administration

Activities & Affiliations

• American Institute of Certified Public Accountants, Member
• The California Society of Certified Public Accountants, Member

 
 
 

 

Principal

Anthony Liang, Esq.

 
 

Education

UC DAVIS
B.S., Managerial Economics
B.A., Political Science

UC HASTINGS COLLEGE OF LAW
J.D., Tax Concentration

Activities & Affiliations

• State Bar of California, Member