Our Expert CPA Services
are Designed for Your Success
Whether you're an individual planning for retirement, a family building wealth, or a business aiming for growth, our tailored CPA services provide the clarity and confidence you need.
Tax Services
Navigating tax laws can be complex, but with Justina Chen Associates, it doesn't have to be. We provide proactive tax planning and meticulous tax preparation for individuals, businesses, estates, and trusts. Specializing in international tax planning and State and Local Tax (SALT) consulting, we identify opportunities to maximize beneficial tax positions, ensuring compliance and optimizing your financial outcomes. Our goal is to minimize your tax burden legally and strategically.
Business Financial
Planning & Strategy
For businesses seeking sustainable growth and efficiency, Justina Chen offers strategic financial guidance. We help you develop robust business plans, implement effective cash flow management, and create realistic budgeting and forecasting models. Our expertise extends to cost control and analysis and precise business valuation, providing you with the insights needed to make informed decisions and drive profitability.
Personal & Family Financial Management
Achieving personal financial well-being requires continuous management and forward-thinking strategies. Justina Chen provides comprehensive support, from helping you create and monitor personal and family budgeting to evaluating diverse financing options for healthcare and investments. We also assist in inventorying and managing your personal assets, ensuring your finances are regularly reviewed and optimized for long-term security.
Wealth Management &
Estate Planning
Building and preserving wealth for future generations is a cornerstone of our CPA services. We offer thoughtful estate planning and assist with establishing Living Trusts, guiding you through decisions that maximize and guarantee lifetime retirement income. From contributions and withdrawals to required minimum distributions (RMDs), we ensure you leverage every beneficial tax opportunity for comprehensive wealth management delivered with respectful, professional, sound, and ethical recommendations.
Expertise You Can Trust
With Justina Chen Associates, you get comprehensive financial wisdom all in one place, saving you time, money and effort.
Your Goals, Our Priority
We truly listen to your unique story and financial dreams to create a plan that's just right for you, because your goals are our priority.
Simplify Your Success
Our commitment to professionalism, integrity, and ethical guidance means every recommendation is sound, trustworthy, and always in your best interest.
Your Financial Journey starts Here!
Why Choose Justina Chen Associates?
Choosing Justina Chen Associates means simplifying your financial life. We provide a personalized, one-stop approach to wealth management, expertly tailored to help you protect your assets, make smart investments, and achieve lasting prosperity.
