Jianyu Xu, CPA, is a California Certified Public Accountant renowned for delivering precise, efficient, and client-focused tax and accounting solutions. With a strong foundation in public accounting, he specializes in tax compliance, tax preparation, bookkeeping, and tax issue resolution for individuals and business entities. 

 

In addition to his CPA practice, he serves as a Senior Accountant/CPA at Herbert Financial Group, where he is heading the Accounting Department, guiding financial operations, and shaping strategic accounting initiatives. Leo is fluent in Mandarin and Cantonese. 

 

Key roles and responsibilities

Senior Accountant / CPA at Herbert Financial Group: lead the accounting department, oversee financial reporting, and drive process improvements across the accounting function.

 

Tax Compliance & Preparation: Federal and California returns for individuals, partnerships, and S corporations, with meticulous attention to accuracy and regulatory requirements.

 

Tax Issue Resolution: Strategic representation and proactive communication with tax authorities, including handling notices and resolving regulatory inquiries.

 

Bookkeeping & Financial Reporting: Reliable, organized record-keeping and financial statements that support decision-making and stakeholder trust.

 

Tax Research & Advisory: Thorough analysis to inform compliant, efficient tax strategies tailored to each client’s situation.

 

Education

Bachelor of Arts in Business Administration (Finance & Accounting), University of California, Irvine, Paul Merage School of Business

 

Professional Philosophy

Precision, Efficiency, and Client-Centric Service: I am committed to delivering accurate tax and accounting solutions with clear communication, timeliness, and measurable results. 

 

My approach emphasizes understanding each client’s unique needs and delivering practical, actionable guidance. 

 

Transparent pricing and plain-language explanations

Timely filings and proactive planning to optimize tax outcomes

Responsive support and ongoing collaboration throughout the engagement.