Roxy Chan, MBT, CPA

Tax Manager

Roxy brings over 12 years of tax experience in both public accounting and private industry in providing tax compliance and planning services to her client engagements. She specializes in partnership taxation and addresses complex issues including partnership 704(b) allocations, accounting method changes and Section 1031 like kind exchanges. Roxy serves clients in the real estate industry, including individual real estate investors and their related entities. She has served real estate owners, developers, investors and property managers and has experience with all asset classes including residential, commercial and industrial.

Roxy also has experience providing tax compliance and consulting services for high net worth individuals addressing their trust and estate needs, gifting and family investment partnership compliance requirements.

Education and Professional Qualifications:

  • Bachelor of Science in Accounting, California State University, Los Angeles
  • Master’s degree in taxation, Golden Gate University

Professional Affiliations:

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