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Sunday, Jul 14, 2024

Most Influential Minority CPAs: JOANNA LI

Joanna Li is a Tax Partner at Squar Milner LLP, a top 50 accounting firm in the U.S. She has served both the Los Angeles and Orange County business communities over the past 17 years, and has built a solid reputation for providing outstanding income tax provision, consulting, and compliance services to both publicly traded and privately held companies.Her clients do business in various industries, including technology, automotive, media and entertainment, apparel, real estate, and manufacturing and distribution.

Li was born and raised in Shanghai, the largest business center in China. With a strong interest in business, she completed her business law degree at Fudan University, one of the top universities in China. She started her career in accounting in Los Angeles in 2001, after she graduated from the University of Texas at Austin. Her Chinese background, years of training, and business experience in the U.S. have given her a special niche in providing valuable tax services to both U.S. and Chinese companies that have business interest in the other’s country.

Li’s clients rely on her to provide professional tax services, including federal, international, and multi-state corporate income tax matters. She has extensive experience in preparation and review of global income tax provisions in accordance with ASC740 compliance for multi-national SEC companies. She has advanced technical expertise in areas such as international tax provision, business combination, interim reporting, intra-period allocation, and stock based compensation. She has significant experience working with PCAOB reviewers during her career. She also provides tax compliance services to high profile corporations with operations in multiple foreign countries.

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