High Net Worth Individuals
Estates and Trusts
Angela is a California CPA and received her Bachelor of Science degree in accounting from the Northeastern University of China. She joined Calegari & Morris in January 2007 and works with high net worth individuals and their related pass-through entities, estates, and trusts.
Angela came to the United States in 1998 and received her master’s degree in accountancy from Golden Gate University in 1999. After getting great experience in taxation, bookkeeping, and accounting at small local CPA firms, Angela transferred to PricewaterhouseCoopers in 2001 where she worked for six years, rising to Senior Tax Accountant. At PwC, she worked on very complex tax returns, tax projections for high net worth individuals, and in-depth tax planning strategies.
Currently, Angela focuses her attention on assisting her clients with both compliance and insuring that their tax plans are carried out. She believes in working closely with her clients and keeping the lines of communication open.