YOUR TAX ADVISOR
At Sun CPA & Co, we offer tax and advisory services with a client-centered approach tailored to your personal and business needs. Our customized personal and business packages are built on a foundation of communication, integrity, and accuracy—ensuring strong relationships and forward-looking financial solutions that deliver lasting value.
Lisa Sun, CPA
About Me
With over a decade of experience as a Certified Public Accountant, I’ve had the privilege of working with both local and nationwide tax firms, gaining a deep understanding of complex tax situations across a variety of industries. These experiences have shaped my belief that tax services should be more than transactional — they should be personal, proactive, and built on trust. That’s why I’ve set out to deliver a different kind of tax experience. One that prioritizes ongoing communication, thoughtful guidance, and accuracy, while fostering long-term relationships and peace of mind for our clients.
Services
What We Offer
Our comprehensive services encompass tax compliance, financial advisory, and strategic consulting. We are committed to maintaining financial integrity and fostering compliance through our tailored solutions.
Full Service Accounting
Ensuring Accuracy
Monthly bookkeeping and account reconciliation, financial statement preparation so business owners can focus on operations, growth and financial goals.
Personal Tax
Preparation & Planning
We provide high net worth individuals, service professionals, business owners and real estate investors accurate and reliable tax preparation services including tax return compliance and tax planning.
Business Tax
Tailored Solutions
We prepare business tax returns to ensure federal and state compliance. We focus on maximizing deductions to minimize tax liability.
Advisory
Informed Decision-Making
In addition to tax services, we offer personalized consulting to provide expert advice on tax matters and strategic solutions tailored to your unique personal and business needs.