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Huijuan Lu

Huijuan Lu

CPA
Director, Tax
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Areas of Expertise: Private Client Services

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.

Interesting Tidbit

Huijuan was born in China, and she came to the U.S. on the Fourth of July in 2007. On weekends, she loves exploring Bay Area hiking trails with her family and friends.

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

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