Business Details
Your Trusted Accounting Partner in San Francisco
Chan CPA has been serving clients for over twenty years with comprehensive accounting and tax services. Our team of California Certified CPAs, management consultants, and experienced professionals brings over 50 years of combined expertise in tax, financial accounting, and business development. We specialize in supporting small businesses, individuals, startups, and corporations with services ranging from bookkeeping and payroll to international tax planning and legacy management. Our professionals hail from Big 4 and regional accounting firms, as well as top-tier universities, ensuring clients receive expert guidance tailored to their unique needs. We prioritize nurturing client growth through proactive tax planning, financial statement preparation, and strategic business consulting.Our mission focuses on delivering affordable first-rate services while maintaining open communication to address issues proactively. With expertise spanning real estate transactions, retirement planning, and multi-state taxation, we help clients navigate complex regulatory environments. Our international tax team provides specialized solutions for expatriates and foreign corporations, combining CPA and legal expertise. We serve clients locally in the San Francisco and Monterey Bay areas, as well as nationwide and internationally. Our commitment to client success is reflected in our personalized approach and dedication to staying current with evolving tax regulations.
Services
Tax Preparation
Bookkeeping
Payroll Services
International Tax Planning
Legacy Management
Business Consulting
Retirement Planning
Estate Tax Services
Virtual CFO
IRS Representation
Highlights and features
- We offer 20+ years of experience in accounting and tax services
- Our team includes Big 4 alumni and California Certified CPAs
- Specialized international tax services for expatriates and foreign corporations
- Proactive approach to tax planning and compliance
- Personalized service for businesses and individuals
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses. Our service includes multi-year strategies and audit representation. Clients receive proactive planning to minimize tax liabilities.
International Tax Planning
Specialized services for expatriates and foreign corporations. We handle foreign tax credits, transfer pricing, and compliance with international treaties. Our team combines CPA and legal expertise.
Business Consulting
We provide strategic guidance for business growth and operations. Services include entity selection, software implementation, and retirement plan structuring. Our consultants have Big 4 experience.
Legacy Management
Our experts develop tax-efficient estate plans. We coordinate with attorneys to create trusts, gifting strategies, and wealth transfer plans. Services include family limited partnerships and charitable planning.
Virtual CFO
We offer interim CFO services for startups and growing businesses. This includes budget development, transaction advice, and financial strategy. Our team provides scalable financial leadership.
People
Elaine Diana Gong Chan
CPA / CITP / CEO
30+ years experience with Deloitte, KPMG, and Quantum Corporation. Specializes in auditing, tax, and ERP implementation. Graduated from UCLA with gymnastics scholarship.
Caroline Phan
Senior Tax Director / CPA
Certified Public Accountant with KPMG background. Expertise in tax services and multiple sports enthusiast. Holds degrees in accounting and business administration.
Melissa Chan
COO / CTRP / AFSP
Certified Registered Tax Preparer and systems director. Former UCLA gymnast with decade of experience in accounting and tax services. Specializes in small business solutions.
Sandy Drasny
Accounting Manager
Former business owner and CFO with 6 years experience. Specializes in accounting systems and financial management. Active in community education organizations.
Tina Tian
Senior Accountant & Tax Specialist
Certified Public Accountant with expertise in tax and accounting. Specializes in international taxation and financial reporting. Provides personalized client solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, and tax compliance services tailored to small business needs.
Do you handle international tax matters?
Yes, our specialized team offers expatriate tax services, foreign tax credit planning, and compliance with international treaties.
How can you help with estate planning?
We develop tax-efficient estate plans including trusts, gifting strategies, and wealth transfer solutions coordinated with your attorney.
What experience does your team have?
Our professionals include Big 4 alumni, Certified Public Accountants, and consultants with decades of combined industry experience.
Do you serve clients outside California?
Yes, we serve clients nationwide and internationally from our Bay Area base.
What sets Chan CPA CPA apart from other firms?
We combine Big 4 expertise with personalized service, offering proactive tax planning and strategic business advisory tailored to client needs.
