OUR TEAM

• Certified Public Accountant

• Enrolled Agent

• Master of Accounting

• Master of Financial Economics

 

Edwin is the esteemed founder of Lu & Company, a prominent firm specializing in business and high-net-worth individual tax consulting and compliance services for diverse industries, including private equity, fund of funds, real estate, manufacturing, professional services, technology, and other operating businesses. Prior to establishing Lu & Company, he held leadership positions at both KPMG and Deloitte, where he successfully led teams in providing top-notch tax advisory and compliance solutions. Over the years, Edwin has built a stellar reputation for his exceptional service to high-net-worth individuals, families, and their enterprises. He takes pride in collaborating closely with affluent families, family offices, asset management teams, and attorneys to create personalized and integrated tax planning strategies tailored to the unique circumstances of each client.

​

Edwin's expertise also extends to international tax planning, where he demonstrates a deep understanding of the complexities associated with foreign tax reporting for high-net-worth individuals and international companies. His proficiency in this area ensures that clients can optimize their tax positions and navigate the complexities of cross-border taxation. Additionally, Edwin has amassed significant experience in representing clients in dealings with the IRS and State tax authorities. He is well-versed in managing notices, examinations, and audits, providing steadfast support and advocacy throughout the process.