A CPA Who Knows Your Name — and Your Numbers
From monthly bookkeeping to probate accounting and IRS representation — you get a real CPA, not a call center.
Our Services
Accounting Service (CPA)
Accounting Service (CPA)
Accounting Service (CPA)
- Monthly Bookkeeping: financial reporting
- Certified QuickBooks pro-adviser
- Payroll service
- Probate and estate accounting
Tax service (IRS EA)
Accounting Service (CPA)
Accounting Service (CPA)
- Tax Preparation: Individual, LLC, C&S Corp
- IRS audit representation (FORM 4564)
- Gift tax, estate, trust returns
Focused areas
Accounting Service (CPA)
Focused areas
- Restaurants, (includes alcohol license)
- Personal services
- Non-for-profit application
- Divorce accounting
- 1031 exchange
- Probate Accounting
Probate Accounting
Probate & Estate Accounting
Settling an estate is already one of the most stressful experiences a family can face. The last thing you need is financial paperwork that's confusing, incomplete, or rejected by the court. He Liu, CPA has provided probate accounting services to families and estate attorneys across Virginia, Georgia, and Florida for over two decades — helping executors fulfill their duties with accuracy and confidence.
Who We Work With
We work directly with families, executors, and estate attorneys. If you are an attorney looking for a reliable CPA to refer your probate clients to, we welcome the conversation. We serve clients remotely across Virginia, Georgia, and Florida.
What We Handle
What We Handle
We prepare the formal accounting records required by probate courts, including:
• Inventory of estate assets
• Receipts and disbursements tracking
• Accounting for income earned during administration
• Final distribution schedules
• Estate and trust tax returns (Form 1041)
• Gift tax returns when applicable
Whether the estate is straightforward or involves a business, real estate, or complex assets, we have the experience to handle it correctly.