Trusted Financial Professionals
LGP Tax & Wealth
Management
Trusted financial guidance for individuals and businesses — tax planning, wealth management, and strategic advisory under one roof.
8+
Years of Experience
4
Certifications Held
Bilingual
English & Mandarin
Our Story
Who We Are
LGP Tax & Wealth Management is led by Louisa G. Peng, CFP®, CMA, EA — an accomplished Senior Tax Accountant with cross-border experience spanning New York and Shanghai. Louisa specializes in complex tax compliance and advisory for individuals, businesses, and high-net-worth clients.
Her expertise spans the full spectrum of U.S. federal tax returns — including Forms 1040/1040NR, 1120/1120S, 1065, and advanced gift and estate tax filings (Forms 709 and 706) — paired with a strong background in corporate accounting and payroll operations.
Bilingual in English and Mandarin Chinese, Louisa brings a unique perspective to serving a diverse clientele. She is also an active CPA candidate, committed to the highest standards of professional excellence.
Louisa G. Peng
CFP® · CMA® · EA · MBA
8+
Years in Tax & Accounting
4
Professional Certifications
2
Languages Served
NYC
Metropolitan Area
Credentials & Qualifications
Professional Certifications
Our credentials represent years of rigorous study, examination, and a continued commitment to the highest professional and ethical standards.
Certified Financial Planner
CFP Board
Comprehensive financial planning credential covering investments, taxes, retirement, and estate planning strategies for individuals and families.
Verify credential →
Financial Planning Certificate
CFP Board
Certificate program covering the core competencies of financial planning, including investment, tax, retirement, and estate planning strategies.
Verify credential →
Certified Management Accountant
Institute of Management Accountants (IMA)
Advanced credential in financial management and strategy, covering corporate accounting, financial analysis, and decision-making.
Verify credential →
Enrolled Agent
Internal Revenue Service (IRS)
The highest credential awarded by the IRS, granting unlimited practice rights to represent taxpayers before the IRS nationwide.
Professional Background
Experience & Expertise
A career built on excellence, integrity, and a relentless commitment to client outcomes.
Senior Tax Accountant
Barry M. Strauss Associates, Ltd — New York City
Leads preparation and review of complex U.S. federal returns across multiple entity types — Forms 1040/1040NR, 1120/1120S/1120F, 1065, 709, and 706 — for individuals, businesses, and high-net-worth clients.
Tax Accountant
Freedman & Co., CPA, PC — New York City
Prepared and reviewed multi-entity federal and state tax returns. Deepened expertise in complex individual and business filings, expanding knowledge of trust and estate taxation in a full-service CPA practice.
Staff Tax Accountant
AVASK Accounting & Business Consultants
Prepared partnership, corporate, individual, and fiduciary tax returns, including federal and state income tax, sales tax, use tax, and payroll tax. Conducted tax research, assisted with IRS/state audits, and responded to client tax notices.
Accountant
JBAOXIN Health & Co Inc — Greater New York City Area
Generated financial statements using QuickBooks, ensured GAAP compliance, and assisted external CPAs with tax return preparation. Responsible for revenue recognition, accrual accounting, and full-cycle bookkeeping.