ATA CPA Group
“I’d like to give a huge thumbs up to Nana Huang and Grace Fan for their advisory and planning services. Having been a loyal client of their regular accounting and tax preparation services for decades, I have recently become aware of the additional services they have added to their portfolio. As a recent retiree, tax projections and planning are critical to our long-term financial well-being. After sharing our potential future incomes and drawdowns, Nana was meticulous in her approach to conducting scenario analysis and planning for our future tax obligations and estimated payments. In particular, she helped assess the pros and cons of Roth conversions so that we could made an informed decision based on our own specific situation. The value-added strategic tax planning and advisory services are extremely valuable for creating a peace of mind for us. Thanks so much again, Nana. I would highly recommend using their planning and advisory services to anyone who is interested in having a better grasp of their future finances.”
