Joua Lo

Joua Lo

Director, CPA · +1 (415) 781 2500
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Joua has been practicing in public accounting since 2007.She focuses on providing compliance and consulting services to tax exempt organizations, including healthcare organizations, higher education, hospitals and private foundations.

  • Provides wide range of services including tax preparation and projection, tax research, and tax consultation 
  • Assists tax exempt organizations to obtain, maintain or terminate their exempt status 
  • Helps organizations understand unrelated business income tax (UBIT), tax implications, and reporting requirements associated with tax exempt status 
  • Assists organizations with compensation issues and reporting requirements 
  • Provides compliance, planning, and consulting services to high-net-worth individuals and closely held businesses in agriculture and manufacturing 
  • American Institute of Certified Public Accountants (AICPA) 
  • California Society of Certified Public Accountants (CalCPA) 
  • CalCPA Not-for-Profit Conference Planning Committee Member 
  • Former Finance Committee Member of the YMCA of San Joaquin County (California) 

Location

California

Education

Bachelor of Science in business administration with emphasis in accounting
California State University, Stanislaus