Jacqueline Kwan

Jacqueline Kwan Email and Phone Number

Owner at J.KWAN Tax Services @
Jacqueline Kwan's Location
Bellevue, Washington, United States, United States
Jacqueline Kwan's Contact Details

Jacqueline Kwan work email

Jacqueline Kwan personal email

Jacqueline Kwan phone numbers

About Jacqueline Kwan

I focus on serving high net worth clients and closely held small businesses. I have assisted new startup companies on tax planning and choosing the best type of entity, and provided bookkeeping support in order to prepare their taxes in the most efficient way.I also have experience with trust and estate work. Death of a family member can be a stressful event. My goal is to provide effective estate and trust planning to ensure the optimal transfer of the family’s assets and property to the selected beneficiaries. My goal is to reduce the burden of taxes the heirs will have to take on during an already difficult time, and leave the estate tax planning for me to handle.As tax laws are constantly changing, I have successfully helped high net worth clients reduce their taxes and transfer their wealth over their lifetime to heirs in order to minimize their taxes in the future.Feel free to contact me if you have any tax questions!

Jacqueline Kwan's Current Company Details
Jkwan Realty and Tax Services PLLC

Jkwan Realty And Tax Services Pllc

Owner at J.KWAN Tax Services
Jacqueline Kwan Work Experience Details
  • Jkwan Realty And Tax Services Pllc
    Owner
    Jkwan Realty And Tax Services Pllc Jan 2014 - Present
    Bellevue, Wa
    We provide superior tax preparation and consultation services at market-leading prices. Based out of Bellevue, WA, we provide service both locally and out of state. We are passionate about providing personalized attention because we know that every individual and business has a unique tax situation. We provide:Complimentary consultationsAudit supportIndustry experienced CPAFeel free to contact me if you have any tax questions!
  • Clark Nuber Ps
    Independent Contractor
    Clark Nuber Ps Jan 2014 - Apr 2022
    Bellevue, Wa
    Tax planning and compliance for privately owned companies, LLCs, S Corporations, and startup companiesReview and supervise preparation of individual and corporate returnsReview and preparation of trust and estate tax returns.
  • Mcgladrey
    Tax Supervisor
    Mcgladrey Nov 2011 - Dec 2014
    Seattle, Wa
  • Berntson Porter & Company
    Tax Accountant
    Berntson Porter & Company Aug 2008 - Nov 2011
  • Berntson Porter & Company, Pllc
    Tax Accountant
    Berntson Porter & Company, Pllc 2008 - Nov 2011

Jacqueline Kwan Skills

Tax Income Tax Tax Preparation Corporate Tax Tax Accounting Partnership Taxation Tax Research Cpa Tax Returns Gaap Prosystem Fx Tax

Jacqueline Kwan Education Details

Frequently Asked Questions about Jacqueline Kwan

What company does Jacqueline Kwan work for?

Jacqueline Kwan works for Jkwan Realty And Tax Services Pllc

What is Jacqueline Kwan's role at the current company?

Jacqueline Kwan's current role is Owner at J.KWAN Tax Services.

What is Jacqueline Kwan's email address?

Jacqueline Kwan's email address is ja****@****ail.com

What is Jacqueline Kwan's direct phone number?

Jacqueline Kwan's direct phone number is +142545*****

What schools did Jacqueline Kwan attend?

Jacqueline Kwan attended Golden Gate University, The University Of British Columbia.

What skills is Jacqueline Kwan known for?

Jacqueline Kwan has skills like Tax, Income Tax, Tax Preparation, Corporate Tax, Tax Accounting, Partnership Taxation, Tax Research, Cpa, Tax Returns, Gaap, Prosystem Fx Tax.

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