Joseph Chan, CPA, Esq.
Founder and Principal
About
Joseph Chan obtained his Bachelor's degree from University of California Santa Barbara, majoring in Business Economics with emphasis in Accounting. After graduation he worked in C.P.A. firms for approximately 6 years providing services such as tax planning, filings, and litigation support of high net worth individuals and their businesses and trusts. He then later worked in a personal injury law firm as a case manager for 2 years. After successfully earning a JD from Washington University in St. Louis, he practiced litigation for 3 years. Now Joseph is a founder and principal attorney at Bay Area Legal Ally, APC and founder and principal accountant at Tax Crunch Accountancy Corporation.
United States
San Francisco Bay Area
Law Practice
QuickBooks, Accounting, Financial Reporting, Bookkeeping, Income Tax, GAAP, Tax, Financial Accounting, Financial Analysis, Auditing, Lacerte, Microsoft Word, Cantonese, Payroll Taxes, Sales Tax, Tax Returns, Peachtree, Corporate Tax, Account Reconciliation, Financial Statements
Experience

Founder and Principal
Bay Area Legal Ally, APC

Founder and Principal
Tax Crunch Accountancy Corporation

Law Clerk - Civil Division
San Jose, California, United States
• Drafted a 70-page brief filed with the U.S. Court of Appeals for the Ninth Circuit arguing against a petition to forgive the exhaustion of administrative remedies requirement under Title VII of the Civil Rights Act and the Rehabilitation Act and responding to Freedom of Information Act and Privacy Act claims. • Prepared Motion for Summary Judgment or Partial Summary Judgment on wrongful death claims involving collisions with military vehicles and attended settlement conferences.

Case Manager
The Law Offices of Michael L. Yeung
Alhambra, CA
Meet new clients to review cases’ cause of damages, gather evidence, identify disputes, and prepare demand items. File lawsuit documents including, Summons, Complaints, Cause of Actions, etc. Answer and request discovery documents. Negotiate recovery of damages.

Tax Supervisor/C.P.A.
Redwood Shores
Prepare and review individual and business tax returns for ultra high net worth clients, including 1040, 1120, 1120S, 1065, 990, and 1041 returns. Responsible accountant for major client accounts. Prepare FBAR, PFIC, BE-10, 5471, 8865, 1042 and other foreign filings.

Senior Tax Accountant/C.P.A.
Mok Accountancy Corporation
San Mateo
Manage 6 associates and review tax returns in which they prepare after training from owner of Mok Accountancy Corporation and myself. We work primarily with high net worth individual clients and their businesses in completing tax returns and other legal filings.

Tax Accounting Intern
Henry Soochull Chang Accountancy Corp.
Joseph Chan, CPA, Esq.'s Contact Information
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