Taxes
Kevin Lui, EA, CPA, CAA, NTPI Fellow:
As both an Enrolled Agent (EA) and Certified Public Accountant (CPA), my mission is to help individuals and businesses maximize tax savings while remaining fully compliant with IRS regulations. We proudly serve clients nationwide, leveraging secure cloud-based technology to provide efficient and accessible service.
Our Services:
1. Tax Preparation & Filing
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Prepare and file federal and state tax returns for both individuals and businesses.
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Ensure full compliance with current tax laws and regulations.
2. Tax Planning, Strategy & Advisory
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Develop year-round strategies to legally minimize tax liabilities.
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Advise on the timing of income, expenses, investments, and retirement contributions.
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Assist with optimal business structuring (LLC, S-Corp, C-Corp, etc.) for tax efficiency.
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Guide small businesses on entity formation, compliance, payroll taxes, sales taxes, and industry-specific tax obligations.
3. IRS & State Tax Representation
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Represent clients in audits, appeals, and disputes with the IRS or state agencies.
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Provide assistance with penalty abatements, installment agreements, and offers in compromise.
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Manage tax notices and correspondence to resolve issues with taxing authorities.
4. Financial Guidance
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Offer cash flow analysis and budgeting support.
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Provide planning advice for Social Security, Medicare, and retirement-related taxes.
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Produce accurate financial reports to support informed business and personal decisions.
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Implement long-term strategies to improve financial outcomes beyond tax season.
I am an NTPI Fellow, a designation awarded by the National Association of Enrolled Agents for completing advanced training in IRS representation.
I am also a CAA (Certifying Acceptance Agent) authorized by the IRS to assist taxpayers with obtaining ITINs and EINs correctly and efficiently.
As a proud member of the Tongan community, I have included a translation of this information below for those who need it.
We look forward to assisting you and building a lasting professional relationship
Kainga Tonga:
EA/CPA
Na'e kamata e pisinisi ko eni 'i Tisema 2004, 'e au mo hoku hoaa, Poliana Kaitapu Lui. Kuo lahi hake he ta'u 'e 20 'ae fakahoko ngaue 'ae kautaha ni 'i USA. Ko 'emau taumu'a ke tokonia kinautolu 'oku fiema'u 'emau tokoni, tautefito kihe TONGA 'ihe founga totonu 'iha mahu'inga 'oku faka'atu'i. 'I USA, koe ni'ihi pe 'e 3 'oku tali he'e IRS pe ha State pe, ke gaue fkataha mo nautolu 'ihe tafa'aki TAX:
* Tax Attorney * Certified Public Accountant (CPA) * Enrolled Agent (EA)
'Oku ou laiseni CPA mo EA. Ko Poliana na'e laiseni CTEC faile tax 'i California, ka kuone si'i mama'o atu meihe mo'ui ni. 'Oku mau muimui kihe lao TAX e fonua ni. Koe fanga ki'i tatuusia eni 'oku mau fetaulaki moia he ngaue moe kainga Tonga:
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Tokolahi e ni'ihi 'oku 'ikai tokanga kihe lao Tax 'oe fonua ni
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Koe ni'ihi ia koe loto pe ke ma'u silini lahi pe ke holo pe 'ae mo'ua TAX ke si'isi'i--tatau pe pe 'oku hala pe tonu e founga.
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'Oku faka'ai'ai foki 'ae founga ta'etotonu ko 'eni 'ehe ni'ihi ngaue ta'e laiseni mo 'ikai ha taukei pe 'ilo kihe TAX 'o taki hala'i ai ho tau kainga.
Temau fiefia ke ngaue mo koe:
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Teuteu'i ho'o tax--'o feinga'i mai 'ae pa'anga lahi taha, pe koe feinga'i ho mo'ua kihe si'isi'i tahaa, 'o fakatatau pe moe lao IRS.
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Ko 'emau 'ilo mo maheni ngaue he ngaahi tafa'aki kehee hange koe Insurance, Real Estate, Construction moe Elderly care 'e fu'u 'aonga ia kiha 'amau tokoni'i koee.
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'Oku mau tokoni kihe ni'ihi 'oku 'ikai fika social security ke ma'u ha ITIN (Individual Tax Identification Number). 'Oku ou ma'u e ngofua meihe IRS koe Certifying Acceptance Agent (CAA) ke fakahoko 'ae ngaue koia .
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'Oku mau tokoni foki ke solova ha'o palopalema TAX 'ihe IRS pe State. 'E kau heni e mo'ua 'ihe ngaahi ta'u ki mu'a pe koha 'atita pe koha fa'ahinga fiema'u pe kihe tax..
Faka'apa'apa atu
Kevin Lui
KLUI Financials