Huijuan has more than seven years of accounting experience, and she specializes in private client services as a Manager in our Menlo Park office. She received a Master’s Degree in Taxation from San Jose State University and received a Certificate of Advanced Accounting Proficiency from Santa Clara University. Huijuan is 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. Huijuan is a member of CalCPA and the AICPA.
Huijuan Lu holds an active CPA license in California.
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.
Certificate of Advanced Accounting Proficiency (CAAP) – Santa Clara University
MS/Taxation – San Jose State University