Joua Lo is a Principal in Squar Milner’s Tax Department. She has been practicing in public accounting since 2007. Her focus is primarily on providing compliance and consulting services to tax exempt organizations, including foundations, health care organizations, universities, and private foundations.
Her expertise includes helping tax exempt organizations obtain, maintain, or terminate their exempt status, helping organizations understand unrelated business income, tax implications and reporting requirements, and helping with compensation issues and reporting requirements.
Joua also provides compliance, planning, and consulting services to high net-worth individuals and closely held businesses.
Prior to joining Squar Milner in November 2018, Joua was a Senior Manager with Moss Adams LLP where she gained experience working with various types of non-profit organizations, high net worth individuals, and closely held businesses.
- Certified Public Accountant, California
- Member, American Institute of Certified Public Accountants
- Member, California Society of Certified Public Accountants
- Bachelor of Science, Business Administration: Accounting – California State University, Stanislaus