About

THE BENEFITS OF WORKING WITH A CPA

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. We solve our clients’ problem and serve their need!

 

Nansan Lai
Certified Public Accountant (CA License No. 98126)

Education
California State University of Los Angeles, Bachelor of Science Degree in
Accounting – Cum Laude.

Experience
Nansan has years of experience in complex tax preparation and planning as well as general business accounting. He was part of the team that built the famous tax programs, Prosystem fx, when he joined CCH for several years. Before running UTP, he joined several regional accounting and wealth management firms in Santa Monica and Beverly Hills areas.

Understanding Tax Return Preparer Credentials and Qualifications by U.S. Federal (IRS) 

 

Professional Affiliations
American Institute of Certified Public Accountants, Member

National Association of Tax Professionals, Member

California Board of Accountancy, Member

QuickBooks ProAdvisor Network, Member

email: lain@uniontaxpros.com