Emily Tsai
 
 

Emily Tsai

Senior Tax Manager

 415-869-5587
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  • Overview

    Emily Tsai, CPA, is a Senior Tax Manager practicing since 2012. She specializes in tax planning, compliance, and consulting focusing on High-Net-Worth individuals and Real Estate partnerships.

    At CBIZ-SLD, Emily provides service in the preparation and review of tax returns, including sophisticated individuals and real estate partnerships. She takes pride in delivering high-quality work and providing excellent client service.

    Emily is a Certified Public Accountant and a member of the California State Society of CPAs. She graduated from Grand Valley State University with a master’s degree in accounting.

    Originally from Taiwan, Emily and her husband, Zak, have three lovely fur babies - Molly, Kona and Lily.

    Emily holds expertise in the following disciplines:

    • Tax and financial planning for high-net worth individuals and multi-generational families
    • Tax planning and preparation of federal and state tax returns for high-net-worth and Real estate partnerships
    • Real Estate transactions: 1031 exchange calculation, transfer of interest
    • Multi-generation real estate group partnership and trust tax returns
    • Clients include real estate, high-net-worth individuals, privately held businesses, start-ups, investment companies, family groups and trusts
    • Audit representation

    Call her when your clients need tax advice and planning on High-net-worth individuals and Real Estate partnerships.

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