Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our knowledge is wide enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

About Our Firm

Leona H. Chan is a Certified Public Accountant with over 20 years of solid business background. She has extensive knowledge and experience in public accounting and Fortune 500 corporations.

Leona has worked in large regional CPA firms, where she provided auditing, accounting and tax services for various types of business. She has experience in preparing tax returns from individuals, partnerships, LLCs, S Corps, C Corps to Estates. Her clients include real estate investors, contractors, healthcare professionals, lawyers, technology companies, restaurants, daycare centers, artists, authors, website developers, wholesalers, retail distributors and more.

Leona is an Advanced Certified QuickBooks ProAdvisor. She provides Setup, Customization, Training and On-going support for business clients. Many of our clients appreciate the streamlined accounting process, which in return, save time and money in running their business.

Leona received extensive training while she worked in IBM. She was responsible in corporate accounting consolidation, gross profit analysis, revenue recognition, cost accounting, inventory management and audits; she evaluated the internal controls for compliance with Sarbanes-Oxley Section 404 requirements. She also served as a trusted financial adviser of the “supercomputer” products, for which she prepared business cases, provided sensitive analysis, and monitored the return investment, cash flow, and the financial health of the products.

Leona graduated with Cum Laude Honor from The University of Connecticut. She received a BS degree in a Business Administration major in Accounting in 1990. She is a licensed CPA of both New York and Connecticut.

Leona has been living in the Hudson Valley for over 29 years. She is active in both professional and community organizations. She is a member of American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Section, Fishkill Business Association, and Member of Mid-Hudson Chinese Christian Church (since 1996).

She is fluent in reading, writing and speaking in Chinese.

Leona Chan is excited to utilize her knowledge, business acumen, and technical expertise to help her clients to achieve their financial success.