Nancy Young

Nancy Young, CPA

Principal

Nancy has more than 15 years of experience in providing all aspects of tax planning and compliance services to multi-state and multi-national corporations and partnerships, as well as high-net-worth multi-generational family groups.

Nancy is also the firm’s China Desk representative, meaning she helps coordinate US-China engagements and services for international clients. Nancy also has considerable experience with providing assurance services and oversees audit engagements for her tax clients. Nancy is fluent in speaking, reading and writing Cantonese and Mandarin.

Nancy’s expertise includes:

  • In bound transactions for foreign corporations, partnerships and individuals
  • Foreign transactions and reporting for domestic clients
  • Business structuring and restructuring
  • Stock options
  • High Technology companies
  • Real Estate partnerships
  • Estate, gift and charitable giving planning
  • Client representations in IRS and Franchise Tax Board matters
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Professional Memberships

  • ProVisors, Burlingame
  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants

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Education / Certification

  • Master's in Taxation, Golden Gate University
  • Bachelor's in Business Administration, Haas School of Business, University of California, Berkeley
  • Certified Public Accountant, California

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Community Affiliations

  • Board Member, Haas Alumni Network, Silicon Valley Chapter

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