Margaret K. Chan, CPA, CFP

Specialties

Tax Saving Strategies

Financial Planning

Retirement plan Design for Businesses

Choice of business entities

Quick Book Consulting

Business Exit Strategies,

Merger & Acquisitions,

Multi-​State Tax Issues

International Business Issues

Individual, LLC, Corporate and Partnership Returns

Estate and Trust Returns

History

Established in 1990.

Our office has been located in the same building since 1992. We are conveniently located near Junction Hwy 85 and 880. Our clients include small to mid-​sized businesses, as well as individuals who need financial and tax advice and preparation.

Meet the Business Owner

Margaret K. Chan, C P A.

Business Owner

Licensed CPA since 1986

Certified Financial Planner since 2001

Tax Manager — Deloitte and Touché (1983 — 1989)

Owner of CPA practice since 1990

Volunteer Tax Advisor at the Silicon Valley International Business Incubator (1997 — 2000)

Advisory Board Member of the Chinese Association of International Trade (1992 — 1994)

City-​wide representative on the Community Development Block Grant, City of San Jose (1993 — 1995)