We supply accounting, tax compliance and tax planning, book keeping, payroll and human resource support to help tiny businesses, individuals, and start-ups, interim CFO services, pre IPO businesses and corporations to reach their business and financial aims.

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Overview

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Our firm is comprised of California Certified CPAs, management consultants, experienced controllers and accountants with over 50 years of combined Tax and Financial accounting, CEO, Marketing and Business development experience. Our staff comes from the Big 4 and Regional Accounting Firms, and the top 20 Universities in the US.

Diana Chan

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Diana's philosophy is to apply integrity, objectivity, professional excellence and hard work in delivering the highest quality of services to our clients. The CEO/President, Diana G. Chan, is a member of the AICPA. California Society of Certified Public Accountants and Quickbooks Professional Advisors Program.

Individual

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We understand that taxes are not fun and are a source of anxiety for most people. Our job is to let you "breathe easy" knowing you have our team in your corner. At Chan CPA we provide our clients with more than a tax return. Our open communication with our clients allows us to identify issues as they arise and avoid last minute surprises.

Legacy Planning

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Our Experts have deep experience in the tax issues associated with estate planning. By evaluating your assets, goals, and personal preferences, our experts can work with your attorney to create a plan to ensure practical, cost-effective and tax efficient management of your estate.

Cryptocurrency

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The Internal Revenue Code (IRS Notice 2014-21), defines cryptocurrencies as property similar to stocks and bonds. Virtual currencies require more complicated tax reporting than other types of investments. Trading, mining, and accepting cryptocurrencies are required to be included in your tax return.

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