Leona H Chan, CPA

Specialties

Leona H. Chan, CPA firm provides accounting and tax services; as well as financial management and Quickbooks consulting to Small Businesses and Individuals.

As an Advanced Certified QuickBooks ProAdvisor, Leona H. Chan has the ability to tailor a Quickbooks system to your business’ unique needs. She has received extensive training in a variety of Quickbooks platforms, including: QB Point-​of-​sale, QB Enterprise Solutions, QB Online and Advanced QB. At Leona H. Chan, CPA firm you can gain the knowledge and support necessary to begin to take advantage of what Quckbooks has to offer.

We strive to achieve the perfect balance between small, local, attentive service and professional experience and expertise. We believe that trust and respect are the foundations of a lasting client relationship. Our goal is to provide financial leadership, guidance, and advice that can help your business to grow and succeed.

History

Established in 2010.

Leona H. Chan, CPA was established as a full service CPA firm to serve the tax, accounting and consulting needs of individuals and small businesses in the Poughkeepsie area including Beacon, Fishkill, Carmel, Kingston, Brewster, Danbury (CT), and more. We strive to achieve the perfect balance between small, local, attentive service and professional experience and expertise.

We believe that trust and respect are the foundations of a lasting client relationship. Our goal is to provide financial leadership, guidance, and advice that can help your business to grow and succeed.

Leona H. Chan is a Certified Public Accountant with over 20 years of solid business background. She has extensive knowledge and experience in public accounting and Fortune 500 corporations.

Leona Chan is excited to utilize her knowledge, business acumen, and technical expertise to help her clients to achieve financial success.

Meet the Business Owner

Leona C.

Business Owner

Leona has worked in large regional CPA firms, where she provided auditing, accounting and tax services for various types of business. Her clients include real estate investors, contractors, healthcare professionals, lawyers, technology companies, hotels, nursing homes, auto shops, restaurants, salons, daycare centers, artists, authors, website developers, wholesalers, retail distributors and more.

Leona has been living in the Hudson Valley for over 21 years. She is very involved in both professional and community service organizations. She is a member of American Institute of Certified Public Accountants, member of New York State Society of CPAs and a member Dutchess County Regional Chamber of Commerce, Treasurer and Board of Director of Mid-​Hudson Chinese Language Center, Treasurer and Board of Director of Northern Westchester Chinese School, Member of Mid-​Hudson Chinese Christian Church.