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Siu Lung Wu headshot

Siu Lung Wu

EA, NSSA®, CTRS, TPCP®, AFSP, CETF®

FinServe Network Ambassador

As the owner and chief tax accountant of Primera Accounting Services in Chicago, Siu Lung “Philip” Wu, EA, NSSA®, CTRS, TPCP®, AFSP, CETF®, oversees all areas of tax compliance, resolution, and forward-looking tax planning. He leads his firm with a strong emphasis on professional ethics, client education, and practical strategies that empower clients to make informed, responsible financial decisions. His work often bridges the gap between complex tax law and real-life application, helping clients reduce unnecessary liabilities while staying aligned with their personal and business goals.

Wu’s professional focus lies in tax planning, ethics in financial services, and practice management. He is recognized for his methodical approach, combining analytical depth with a client-first philosophy rooted in trust and transparency. In addition to tax defense, Wu is passionate about financial education. Through client workshops, personalized planning, and public speaking, he is dedicated to making tax strategy both accessible and empowering for all.

As a Federally Enrolled Agent (EA), National Social Security Advisor® (NSSA®), and Tax Planning Certified Professional® (TPCP®), Wu brings deep expertise in tax resolution, strategic planning, and retirement tax optimization. He works closely with clients to address challenges such as IRS tax liens, installment agreements, report foreign bank and financial accounts (FBAR), and foreign trust compliance, always striving to restore financial peace of mind.

Beyond client service, Wu contributes to the broader profession through mentorship, collaboration, and advocacy for higher ethical standards in the tax industry. His dedication reflects his belief that sound tax practice is not just about numbers — it’s about stewardship, integrity, and helping others navigate life’s financial responsibilities with wisdom and confidence

  • Practice Management
  • Tax Planning

As the owner and chief tax accountant of Primera Accounting Services in Chicago, Siu Lung “Philip” Wu, EA, NSSA®, CTRS, TPCP®, AFSP, CETF®, oversees all areas of tax compliance, resolution, and forward-looking tax planning. He leads his firm with a strong emphasis on professional ethics, client education, and practical strategies that empower clients to make informed, responsible financial decisions. His work often bridges the gap between complex tax law and real-life application, helping clients reduce unnecessary liabilities while staying aligned with their personal and business goals.

Wu’s professional focus lies in tax planning, ethics in financial services, and practice management. He is recognized for his methodical approach, combining analytical depth with a client-first philosophy rooted in trust and transparency. In addition to tax defense, Wu is passionate about financial education. Through client workshops, personalized planning, and public speaking, he is dedicated to making tax strategy both accessible and empowering for all.

As a Federally Enrolled Agent (EA), National Social Security Advisor® (NSSA®), and Tax Planning Certified Professional® (TPCP®), Wu brings deep expertise in tax resolution, strategic planning, and retirement tax optimization. He works closely with clients to address challenges such as IRS tax liens, installment agreements, report foreign bank and financial accounts (FBAR), and foreign trust compliance, always striving to restore financial peace of mind.

Beyond client service, Wu contributes to the broader profession through mentorship, collaboration, and advocacy for higher ethical standards in the tax industry. His dedication reflects his belief that sound tax practice is not just about numbers — it’s about stewardship, integrity, and helping others navigate life’s financial responsibilities with wisdom and confidence

  • Practice Management
  • Tax Planning