"We Nurture and Support each client.

Your Success is Our Success! "

We understand that taxes are not fun and are a source of anxiety for most people.
Our job is to let you “breathe easy” knowing you have our team in your corner. At
ChanCPA we provide our clients with more than a tax return. Our open
communication with our clients allows us to identify issues as they arise and avoid
last minute surprises. Clients look to us for innovative tax solutions, proactive service
and long-term professional relationships. Our team provides assistance to individuals
in a wide range of areas, including the following:

Tax Planning | Compliance | Estate Planning

When it comes to managing your taxes, today's regulatory environment can present
numerous challenges. The complex nature of tax laws and the high cost of failing to
comply with an ever changing set of regulations make the need for professional tax
assistance clear. Our team stays up to date on the latest changes in federal and state
tax laws to ensure you’re getting the most out of your tax management strategy. Our
Individual clients look to us for assistance with the following:

• Federal & State Tax Preparation
• Tax Projections
• Multi-Year Strategies
• Transaction Advice and Structure
• Year End Planning
• AMT Minimization Strategies
• Lease vs Buy Analysis
• Real Estate Sale and Purchase Issues
• Retirement Planning
• College Tuition Planning
• Tax Audit Representation
• Tax and Financial Consulting for Divorce

Our experts have deep experience in the tax issues associated with estate planning. By evaluating your assets, goals, and personal preferences, our experts can work with your attorney to create a plan to ensure practical, cost-effective and tax efficient management of your estate.

• Tax Reduction Strategies
• Gifting
• Charitable Planning
• Wealth Transfer Planning
• Property Transfer
• Trusts
• Family Limited Partnerships