Our People
Huijuan has more than 14 years of public accounting experience and specializes in Private Client Services.
Huijuan is a Tax Director and experienced in tax planning and income tax preparation for high-net-worth individuals and trusts, and she has represented clients before the Internal Revenue Service and Franchise Tax Board.
She received a Master’s Degree in Taxation from San Jose State University and a Certificate of Advanced Accounting Proficiency from Santa Clara University. She is also a member of CalCPA and the AICPA.
Huijuan Lu holds an active CPA license in California.
Quick facts
- Certifications
- Certified Public Accountant
- Certificate of Advanced Accounting Proficiency (CAAP) – Santa Clara University
- Community
- Member – California Society of Certified Public Accountants (CalCPA)
- Member – American Institute of Certified Public Accountants (AICPA)
- Education
MS/Taxation – San Jose State University