Abigail Yan

Director, Tax

Location: Long Beach

Services: Charitable Giving, Corporate Tax, Estates, Gifts & Trusts, Flow-Through, Form 1041, Form 706, IRS Forms & Filings, Private Client Services, Tax Planning & Compliance

Industries: Consumer Business, Hospitality, Manufacturing and Wholesale, Professional Services, Real Estate

Project name

Abigail has over 17 years of experience as a tax professional with broad-based expertise across a wide range of tax matters. She specializes in serving high-net-worth individuals and their closely held businesses, providing integrated private client services, including tax planning, consulting, technical research, compliance, and tax representation. 

She works with clients holding interests in real estate, manufacturing, and closely held businesses, helping them navigate trust and estate planning, optimize post-transaction wealth, and implement effective charitable giving strategies. 

Marie Abigail Reyes Yan holds an active CPA license in California. 

Interesting tidbit

Abigail loves architecture and interior design and can’t resist an open house, a house museum, or a chance to explore interesting buildings. 

Certifications

Certified Public Accountant 

Community
  • Member – California Society of Certified Public Accountants (CalCPA)
  • Member – American Institute of Certified Public Accountants (AICPA)
Education
  • BA/Business Economics – University of California, Irvine
  • MBT/University of Southern California
Additional Languages

Tagalog

Start the conversation

Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.