Chan CPA

Business Details

Your Trusted Partner for Accounting & Tax Solutions

Chan CPA has dedicated itself to delivering comprehensive accounting and tax solutions since our inception. With over two decades of experience, we serve clients across the San Francisco Bay Area, Monterey Bay Area, and internationally, prioritizing personalized service and long-term client relationships. Our team of certified professionals specializes in tax compliance, financial planning, and strategic advisory services tailored to individuals, small businesses, and corporations. We emphasize proactive tax planning, meticulous compliance, and innovative solutions to minimize liabilities while maximizing growth opportunities. Our expertise extends to niche areas such as cryptocurrency taxation, international tax regulations, and legacy planning, ensuring clients receive specialized guidance.

We maintain partnerships with legal and financial experts to provide holistic estate planning strategies that align with personal and financial goals. Our commitment to staying current with evolving tax laws enables us to offer accurate, forward-thinking advice. Clients benefit from transparent communication, dedicated support, and a client-centric approach that prioritizes their unique needs. We pride ourselves on fostering trust through reliability, professionalism, and a deep understanding of complex financial landscapes. Our mission is to empower clients to achieve financial clarity and sustained success through expert service and unwavering dedication.

Services

Individual Tax Services Legacy Planning Business Tax Services International Tax Services Sports and Entertainment Tax QuickBooks Consulting Cryptocurrency Taxation

Highlights and features

We offer over 20 years of experience in accounting and tax services.
Our team provides personalized, proactive financial planning strategies.
We specialize in complex areas including international tax and cryptocurrency compliance.
Our client-centric approach ensures tailored solutions for unique financial goals.
We maintain partnerships with legal experts for comprehensive estate planning.

Website

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Services

Individual Tax Services

Our Individual Tax Services provide comprehensive solutions for federal and state tax preparation, audit representation, and strategic planning. We focus on minimizing liabilities through proactive strategies like retirement planning and AMT minimization. Clients receive personalized guidance to navigate complex regulations and achieve long-term financial stability.

Legacy Planning

Legacy Planning services combine tax expertise with legal collaboration to create efficient estate strategies. We address wealth transfer, charitable planning, and trust structures to ensure assets are managed according to client wishes while optimizing tax benefits. Our approach balances practicality with long-term financial security.

International Tax Services

International Tax Services cater to cross-border financial needs, including expatriate taxation and foreign income compliance. Our team navigates complex treaties and transfer pricing rules to ensure regulatory adherence while optimizing global tax positions. Clients benefit from specialized insights into multinational financial planning.

Cryptocurrency Taxation

Cryptocurrency Taxation services address the unique challenges of digital asset reporting. We calculate capital gains, identify deductions, and ensure compliance with IRS guidelines for trading, mining, and transactions. Our expertise simplifies complex crypto-related tax obligations while maintaining confidentiality and accuracy.

Business Tax Services

Business Tax Services encompass compliance, payroll reporting, and strategic consulting for corporations and startups. We offer CFO-level advisory, entity selection, and retirement plan structuring to support growth. Clients receive tailored solutions for tax-efficient operations and financial decision-making.

Questions

What accounting services does Chan CPA CPA offer for small businesses?

We provide tax compliance, payroll support, financial statement preparation, and strategic consulting tailored to small business needs.

How does Chan CPA CPA handle cryptocurrency tax reporting?

We specialize in calculating crypto capital gains, ensuring IRS compliance, and optimizing tax strategies for digital asset transactions.

Can Chan CPA CPA assist with international tax planning?

Yes, our team offers expertise in cross-border taxation, expatriate services, and compliance with global tax regulations.

What legacy planning services are available?

We collaborate with legal experts to create tax-efficient estate plans, including trusts, charitable giving, and wealth transfer strategies.

Do you offer QuickBooks consulting for businesses?

Yes, we provide training and implementation support for QuickBooks to streamline accounting processes and improve financial management.

Reviews (6)

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Kristel C.

Jun 25, 2020 Report

I have worked with both Diana and Melissa over the years. They are both very helpful, kind, and patient. Although they could easily just file my taxes for me, they help me to understand the steps and everything I need to do so (and they do it ever year since I never remember). Diana is super knowledgeable about even the most complex of issues and puts my mind at ease.

Sydney F.

Jun 24, 2020 Report

The best group I have worked with! Very responsive, easy to work with, and overall knowledgeable in this profession. You can tell they go above and beyond to make every client feel welcome and appreciated. Highly recommend!

Madison S.

May 29, 2020 Report

Chan CPA & Company, Inc. has been helping me to prepare my expat tax return. I am located internationally but she makes accommodations to help within my hours. She also offers zoom or teleconference, which doesn't make me feel too far away. Diana and her team is extremely knowledge & experienced with expats, which is why I choose to have her prepare my complex tax return. I've worked exclusively with Diana, Caroline, Melissa & Patty, they have been extremely helpful and very responsive when I have questions or need explanations. Chan CPA & Company, Inc has also given really great advise & recommendations on tax savings.

For example, they also helped me go through different senarios in terms of a tax projection with different options and showed me what the outcome would be for each scenario to help me choose what decisions to make. They have also worked directly with my financial planner to help make critical decisions. They are also open all year to help with questions on day to day life. I would highly recommend them if you are looking for a CPA or a new accountant, they have been extremely helpful.

Jenny M.

May 26, 2020 Report

I've enjoyed working with Chan CPA & Company thoroughly. Melissa and Diana are both incredibly friendly and professional, showing great patience and intelligence while assisting me through complicated tax scenarios. I appreciate their time and dedication to making sure I fully understood what I needed to do. Would definitely recommend.

Danielle H.

May 22, 2020 Report

Chan CPA demonstrated a wonderful combination of knowledge, professionalism, skills and effectiveness. They were able to answer the complicated tax questions I had on uncommon scenarios. They are even experts in real estate (rental & primary residences). They are there for us year round, and even offered me a complimentary summer meeting! They always answer the phone and allow me to ask questions that may not be very common giving me great advice without hesitation.

Bubba G.

May 22, 2020 Report

CHAN CPA: Professional, Warm, and Up to date! Ready to meet these unprecedented times with all your questions and accounting services to reduce your stress, anxiety and frustration and help you navigate the challenges with ease of mind.