David Yuan

David Yuan, CPA

Principal

David is a Certified Public Accountant with more than 12 years of experience. He holds expertise in the following disciplines:

  • Tax planning and compliance of federal and state tax returns for individuals, trusts, partnerships and closely held corporations
  • Business and accounting services
  • Estate, trust, gift and charitable giving planning
  • Representation of clients before federal and state tax authorities
  • Tax and accounting clients include high-net-worth individuals, multi-generational families and their closely-held business entities
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Professional Memberships

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants

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Education / Certification

  • Master of Accountancy, San Jose State University
  • Bachelor’s degree in Mechanical Engineering, North China Electric Power University
  • Certified Public Accountant, California

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Professional Experience

  • Seiler LLP

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