San Francisco Bay Area · CPA firm since 1994
Leung, Louie, IP & Co. helps individuals, closely held businesses, trusts & estates, and high-net-worth families navigate a changing tax landscape — with principal-level CPA counsel you can reach.
info@llitax.com · 2515 Ocean Avenue, San Francisco, CA 94132
1994
Predecessor firm founded
500+
Client relationships
10+ yrs
Majority client tenure
4 CPAs
Partners leading the work
Services
From annual filings to estate administration and foreign reporting — taxation is integral to your financial plan, and we help you navigate it.
Individuals
Annual filings, quarterly estimates, and year-end planning — with clear guidance on stock options, real estate, retirement, and estate considerations.
Business
Tax compliance and growth-minded counsel for professional practices, startups, real estate holdings, and other closely held entities.
Trusts & Estates
Steady guidance through trust funding, estate administration, and ongoing filings — coordinated with estate attorneys and appraisers across the Bay Area.
HNW Families
Complete tax compliance and consultation for high-net-worth individuals, family members, trusts, and investment entities — with wealth preservation in focus.
Foreign Reporting
Consultation and compliance for foreign income and foreign assets reporting — including paths to become compliant when filings have fallen behind.
More Support
Additional services that keep complex financial lives organized — from audit representation to bookkeeping and special projects.
Why LLI
Our partners bring solid tax and accounting backgrounds — including experience from Big Four firms and large publicly traded companies — and a professional staff developed for long careers at LLI.
Four CPA partners with Big Four and corporate backgrounds — so complex questions reach experienced principals, not a revolving desk.
More than 500 business, estate, and individual relationships — the majority with the firm for over ten years.
Rooted in San Francisco with working relationships among estate attorneys, appraisers, and advisors throughout the Bay Area.
Closely held businesses, HNW families, trusts & estates, and foreign reporting — handled with the care long-term clients expect.
Partners
Principal-forward by design — the partners you meet are the partners who stay with the work.
Partner
Over 35 years in personal and corporate tax and financial consulting, with emphasis in gift and estate tax. Began at PricewaterhouseCoopers, then Cadence Design Systems, before building the practice. Haas School of Business (UC Berkeley) B.S.; M.S. Taxation, CSU East Bay.
Partner
Over 35 years across public accounting and industry — including Bank of America and Accountants, Inc. Leads tax compliance, accounting, and systems consulting for professional services, startups, HNW individuals, and trusts. B.S. Business Administration (Accounting), San Francisco State.
Partner
Over 35 years managing federal and state compliance and planning for multinational corporations. Prior Tax Manager roles at Bank of America, Thomas Weisel Partners, and PricewaterhouseCoopers. Oversees quality control and staff technical training. M.S. Taxation, Golden Gate University.
Partner
Over 35 years in accounting and tax. Former Senior Tax Manager at Deloitte & Touche; co-founded the predecessor firm in 1994. Focuses on real estate partnerships and closely held entities. Haas School of Business (UC Berkeley) B.S. in Accounting and Finance.
How it works
01
Reach the office by phone or send a short note about what you need. We will follow up to schedule time with the right partner.
02
We listen to your objectives — business growth, family wealth, estate administration, or foreign compliance — then organize the facts that matter.
03
Returns and planning are prepared with partner oversight. Existing clients can use secure document exchange when it is time to share files.
Client stories
“LLI provided the foundation and structure upon which my entire business has been built—and which has kept pace with my growing business. No matter what curves or surprises I’ve thrown at them, they’ve always handled them with objectivity, creativity, and a solution-oriented focus.”
“LLI listened non-judgmentally to our needs and crafted a tax strategy that is consistent with our overall financial plan, saving us hundreds of thousands of dollars in taxes over the past decade. We consider them to be highly trusted members of our extended family.”
“LLI’s knowledgeable and professional team has helped bring us along from a $500K business to a multi-million dollar business. They’re not just a firm that you hear from at tax time, but a firm that is there all year long.”
“For more than a decade, LLI has provided tax advice and filed the returns of the trust for which I am trustee. They’re timely, accurate, and give us confidence that we’re managing the trust responsibly and effectively.”
FAQ
Still deciding whether we are the right fit? Call or book a consultation — we are glad to talk through your situation.
Tax compliance and planning for individuals, closely held businesses, trusts and estates, high-net-worth families, and foreign income and asset reporting — served from our San Francisco office for Bay Area clients.
LLI is partner-led. Raymond L. Leung, CPA; Mei M. Louie, CPA; Shirley K. Ip, CPA; and Johnny L. Wong, CPA bring decades of Big Four and industry experience to client work.
Call (650) 992-3003 or email info@llitax.com with a short note about what you need. We will follow up to schedule a consultation. Secure document exchange is available for existing clients when it is time to share files.
Our predecessor firm, Leung, Wong & Associates, was founded in 1994. Today we serve more than 500 business, estate, and individual relationships — most for over a decade.
Yes. We provide consultation and compliance services for foreign income and foreign assets reporting, and we evaluate options such as Streamlined Filing Compliance Procedures when clients need to become compliant.
2515 Ocean Avenue, San Francisco, CA 94132. Phone/fax (650) 992-3003. Email info@llitax.com.
Contact
Reach the San Francisco office directly, or send a short note and we will follow up to schedule time.
Call / Fax
Speak with the office about your tax or planning needs.
Call nowVisit
2515 Ocean Avenue, San Francisco, CA 94132
Open in MapsBook
Email a short note with your name, best number, and what you need help with. We will follow up to schedule.
Email to book info@llitax.comCall the office or request a consultation — partner-led CPA counsel for the financial life you are building.
