Partners Profile

 

Natalie Lee   Natalie Lee, our team leader, is leading LA FIRST to the forefront of accounting and tax service providers by directing the company's strategic planning, including initiatives in China. Previous to LA1st, Natalie was consulting with small businesses and wealthy individuals in the greater LA Basin area on tax, financial and related issues. Natalie earned a Master Degree in Education, and later earned the title as Enrolled Agent.

Enrolled Agent

 Kitty Twu is a CPA with more than 30 years of work experience in varied industries. She is our audit practice partner, overseeing a handful of privately-held businesses whose special needs include compliance with Section 404 and internal controls.

Kenny Chew is also a CPA with over 20 years of experience in the auditing, accounting and tax arenas, including a four-year stint with an international public firm in his early career. Paul supervises the accounting and corporate tax section, focusing on the needs of small businesses.

Steve Wu is a Financial Planning Specialist with years of experience as a business owner. He is a qualified financial planner, licensed (Series 6) in this country to offer advice on mutual funds and insurance products. He is currently working on a stockbroker license (Series 7). Despite his hectic schedule, Steve is working towards a Bachelor degree in E-business.