Biography

San has been practicing public accounting since 2005. His areas of focus include state and local tax consulting, federal tax services, and financial audits for public and privately held companies. He currently focuses his practice on state and local income and franchise tax consulting and compliance. He has served clients ranging from individuals to Fortune 500 companies across the agriculture, financial, health care, manufacturing, and retail industries.

San has assisted clients with state reverse income tax audits, identifying and securing refunds, state examinations, residency disputes, allocation and apportionments, and credits and incentives. He also has experience in tax return compliance engagements involving both preparation and review.

Selected Publications

  • "New San Francisco Business Taxes are Coming in 2019" (Moss Adams Insight, January 2019)
  • "Insight for California Businesses and Individuals Navigating the 2019 Tax Season" (Moss Adams Insight, January 2019)

Professional Affiliations

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

Education

  • BSBA, accounting, California State University, Chico