About me

Nansan Lai, CPA

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, Pro system fx when he joined CCH for several years. Before running UTP, Nansan 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)