Garrett Louie
CPA, CA

Ask Garrett what the best word is to describe his practice is, and he will tell you “proactive.” He takes into account all of the possible elements of his clients’ tax and financial situations and considers how they will work together in order to create a customized tax-planning approach. Garrett knows he is doing his job when he gets more excited about his clients’ tax savings than his clients. After 10 years of working in tax, he has seen, on several occasions, how the right strategy coupled with smart implementation, can result in substantial tax savings. Both colleagues and clients value Garrett’s proactive approach because, as circumstances and tax policies change, people want someone who is not only current with recent developments, but who is also able to provide practical solutions.

Garrett has over 15 years of experience working with corporate and personal tax, and has experience working with privately-held businesses in a number of industries including construction, real estate, and professionals. The majority of his day is spent advising clients on corporate and personal tax planning matters, including estate planning and corporate reorganizations. Garrett’s commitment to professional development is what has taken him from being a tax accountant to being a tax specialist.