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Fan Wen, CPA

Fan Wen, CPAFan Wen, CPAFan Wen, CPA





Knowledge & Experience 


Attention & Care 


Honesty & Integrity




Fan Wen, CPA

  • Personal Tax Account and Business Tax Services 
  • Business Financial Accounting Controller Services 
  • Non-Profit CPA Services 

Who is Fan Wen, CPA

Fan has been in financial accounting, personal tax account and business taxation field for more than 20 years, with a master's degree in taxation.  She earned eight years tax experience with PricewaterhouseCoopers and BDO Seidman.  She earned accounting experience at non-profit organizations and the Prestigious family office of Walter Shorenstein, a real estate billionaire in San Francisco.  


Fan has provided accounting and financial CPA service to the public since 2010, including tax return preparation service for individuals, non-profit organizations and other businesses.  Fan also has significant experiences in providing controller and CFO service to non-profit foundations. Services include tax return review and preparation, management of day-to-day accounting operations, cash flow management, financial statement review, grant management and investment consulting services.  

Quick Contact

Telephone: 650-389-9850

Email: fan@wen-cpa.com


How Fan can help you?

Tax Services

Finance & Accounting Services

Finance & Accounting Services

Our tax services include the following:

  • Personal Tax Account Preparation 
  • Business Tax Return Preparation 
  • Gift & Estate Tax Return Preparation
  • Partnership & Corporate Tax Preparation
  • Estate and Succession Planning
  • Tax & Education Planning
  • Out-of-State Returns

Finance & Accounting Services

Finance & Accounting Services

Finance & Accounting Services

Timely financial accounting statements preparation; tracking against plans and budgets; assistance with yearly audit; support, execution, and/or management of day-to-day accounting operations.

Management Advisory Services

Accounting System Integration

Accounting System Integration

Monthly financial statement reviews; cash flow analysis and projections, budget preparation; long-term forecasting; decision support; other Controller or CFO-level CPA advisory.

Accounting System Integration

Accounting System Integration

Accounting System Integration

Design and development of best practices around information and accounting systems, controls, and policies with ongoing management, accountability, and other financial accounting support.

Contact Us

Contact Us

Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

fanwencpa

Hours

Open today

10:00 am – 06:00 pm

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