Siu Lung Wu

I am Philip Wu, EA, CTRS, TPCP®, NSSA®, and the founder of Primera Accounting Services (世一會計), a Chicago-based firm dedicated to helping individuals and businesses navigate complex tax challenges, plan strategically, and achieve long-term financial peace of mind.

As a Federally Enrolled Agent licensed to represent taxpayers before the IRS, I bring specialized expertise in tax resolution—guiding clients through audits, penalty abatements, and IRS negotiations with confidence and integrity. I also hold the Certified Tax Resolution Specialist (CTRS) and Tax Planning Certified Professional (TPCP®) designations, along with National Social Security Advisor (NSSA®) credentials, equipping me to serve clients with forward-looking strategies that minimize tax liabilities, optimize Social Security benefits, and preserve wealth across generations. With experience spanning accounting firms, financial institutions, and my own entrepreneurial practice, I’ve built a reputation for combining deep technical knowledge with practical, compassionate client service. My work extends beyond compliance: I focus on asset location, Roth conversion strategies, retirement planning, and estate transfer vehicles to ensure clients not only resolve today’s tax issues but also prepare wisely for tomorrow. I’m passionate about making financial education accessible. Through bilingual content, workshops, and my podcast “North America Tax School”, I empower communities in both English and Cantonese to make informed financial decisions. 💡 Areas of Expertise: IRS Tax Resolution & Representation Strategic Tax Planning (Individuals & Small Businesses) Social Security Income Optimization Retirement & Estate Planning Strategies Financial Education & Community Outreach