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Anna
Su, CPA
4200 Bohannon Drive, Suite 250
Menlo Park, CA 94025

Overview

Anna has over ten years of experience in tax planning, research and tax compliance. Her experience includes minimizing federal and state tax liabilities, stock option planning, estate planning, preparation of tax projections, analyzing alternatives, identifying and researching complex tax issues, and representing clients before the IRS and Franchise Tax Board. Anna is experienced with individual, trust, estate, nonprofit, corporate and pass-through entities. Her industry focus includes high-net-worth individuals, public charities, private foundations, software, professional services, high-tech, biotech, venture capital, hedge fund and real estate management.

Anna Su holds an active CPA license in California.

Interesting Tidbit

Enjoys adventure travel and manages to get out of the country at least once a year.

Community

  • Chapter Director – CalCPA PSV
  • Member – ProVisors PA2
  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – Ascend

Education

BS/Business Administration – San Jose State University