Leona H. Chan, CPA, PFS

I've spent nearly two decades helping clients who need more than tax preparation. They need someone who sees the complete financial picture and can build strategies that work across their business, personal wealth, and legacy goals.

My path here started simply. Friends and family kept coming to me with financial questions, and I loved finding answers that made a real difference. That's when I decided to take my CPA expertise and expand to Personal Financial Specialist (PFSTM). Growing up in Hong Kong, I watched my family build a real estate business through determination and hard work. Their example showed me what's possible with full commitment to something meaningful. That spirit led me to start my own accounting and tax consulting firm, and eventually expand into comprehensive financial planning.

I earned my degree from the University of Connecticut and hold CPA licenses in both Connecticut and New York, along with my Securities licenses and Personal Financial Specialist designation. I have passed Series 7, SIE, 6, and 63, as well as holding Life Insurance, Health and Annuity License. As a CPA and PFS, tax strategy is where I focus most. Whether you're a business owner looking to grow efficiently, preparing for retirement, or thinking about charitable giving, the tax implications touch everything. I work to build strategies that help you keep more of what you earn and direct it toward what matters most.

When we talk, you'll find I'm genuinely interested in understanding where you are and where you want to go. This work is about building something meaningful together.