Jason Lam, CPA

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Introduction

I am seasoned tax director with of bookkeeping & payroll experiences providing full accounting & tax services to businesses & individual. If you are a small to mid size company that needs certain tax & accounting task done; part-time controller, or part-time income/sales tax manager; or just want a competent person with his team taking care of your full accounting & tax function. I am your guy. And if you are an individual taxpayer needing a second pair of eyes? or some more complicated tax issues - e.g. like kind exchange, incentive stock compensation, schedule C (self employed), Schedule E (Rental), retirement account planning? help is only 1 message away California CPA license #:150166

Overview

Background checked

1 employee

10 years in business

Payment methods

This pro accepts payments via PayPal, Venmo, and Zelle.

Reviews

Customers rated this pro highly for work quality, punctuality, and responsiveness.

5.0

1 review

5

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Yasa I.

Jul 15, 2024

I had the pleasure of working with Jason during our last 2 US tax seasons. His expertise and attention to detail were commendable. He flagged and followed all the tax deadlines. He proactively identified opportunities for tax deductions and credits. His knowledge of tax laws and regulations was invaluable in helping small and start-up owners like myself. Overall, I highly recommend Jason Lam for his professionalism, expertise, and commitment to his own clients. He played a crucial role in ensuring our tax compliance and reporting were seamless.

Credentials

Background Check

Hon Yee Lam

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
standard hourly rate is $150/hr. but feel free to send over your info and we can do a deeper dive.
What is your typical process for working with a new customer?
Information gather that includes latest tax returns and financials, brief discussion of major life events and/or business, We can then discuss potential services needed, risk,
What education and/or training do you have that relates to your work?
USC Leventhal School of Accounting, IRS EA, California CPA, started my career in Deloitte Hong Kong working for their US tax team, and I am not a tax director in a mid size company. I have experience from high net worth individuals with their own oversea & domestic investment & business, to mid size corporation & partnership with 200+partners and all state nexus. I have experience usual annual income tax compliance to indirect tax, stock based compensation / equity plan to ecommerce & international tax structuring. I also can do, and have connection for, accounting work. I am your 1 stop shop tax pro who can help with any accounting needs.