Knowledge & Experience
Attention & Care
Honesty & Integrity
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.
Our tax services include the following:
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.
Monthly financial statement reviews; cash flow analysis and projections, budget preparation; long-term forecasting; decision support; other Controller or CFO-level CPA advisory.
Design and development of best practices around information and accounting systems, controls, and policies with ongoing management, accountability, and other financial accounting support.
We love our customers, so feel free to visit during normal business hours.
Open today | 10:00 am – 06:00 pm |
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