Enrolled Agent - The Internal Revenue Service
Bachelor of Arts in Finance and Business Administration - Gordon College, Wenham, MA
Chan is an experienced tax professional focused on small and medium-sized businesses. Beyond traditional tax, he has a client mindset finding tax credit and incentives opportunities as well as proactive representation with government agencies such as the Internal Revenue Service and California Franchise Tax Board. He’s a proud member of the United States Army Reserve for over five years. In addition to his public accounting and military experience, he’s managed projects, conducted market research, and managed internal finance for the Gordon College Marketing Office for nearly four years.
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In the community
California Society of Certified Public Accountants (CalCPA), member