Our People
Huijuan Lu

Huijuan Lu

Manager, Tax
Location: Menlo Park |
Areas of Expertise: Private Client Services

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.

Quick facts

  • Certified Public Accountant
  • Certificate of Advanced Accounting Proficiency (CAAP) – Santa Clara University
  • Member – California Society of Certified Public Accountants (CalCPA)
  • Member – American Institute of Certified Public Accountants (AICPA)

MS/Taxation – San Jose State University