Anne has more than eighteen years of experience in public accounting with an emphasis in federal and multi-state income taxes as well as international taxes. She manages and reviews the federal and state tax returns for high net-worth individuals and closely held corporations, including coordinating with their other outside service providers (i.e. attorneys, transfer pricing specialists, local jurisdiction accountants) to ensure tax minimization and compliance. Anne prepares tax memorandums and works directly with the IRS and FTB on client tax audits. She also prepares and reviews tax provisions under ASC 740.
Industries & Focus
International Tax, Entrepreneur & Family-Owned Businesses, Manufacturing, Distribution, Service-Providers, and High Net Worth Individuals.
Education & Affiliations
Anne received her Bachelor of Science in Accounting from Providence University in Taiwan, and a Master of Business Administration from California State University, Fullerton. She also received a Master of Science in Taxation from Golden Gate University. She is a member of AICPA and CalCPA.