Nancy Ahn

CPA

Manager, Tax

Location: San Jose

Services: Estates, Gifts & Trusts, Private Client Services, Stock Option Planning, Tax Planning & Compliance

Industries: Nonprofit, Private and Family Foundations, Professional Services

Project name

Nancy has over 19 years of experience in public accounting, focusing on providing tax services to high-net-worth individuals, trusts, closely held businesses, and nonprofits.  

She is an active member of the CalCPA Peninsula Silicon Valley Chapter where she participates in peer exchanges and professional development initiatives. Nancy is committed to mentoring emerging professionals and contributing to the growth of the accounting community. 

Nancy Ahn holds an active CPA license in California. 

Interesting tidbit

Nancy is a mother of two, a bookworm, and a lifelong learner of new languages and skills. 

Certifications

Certified Public Accountant 

Community

Member – California Society of Certified Public Accountants (CalCPA), Peninsula Silicon Valley 

Education
  • BA/Asian Humanities – University of California, Los Angeles
  • MBA- Loyola Marymount University

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