Ann Gao CPA · 30+ years
Tax, treated as a year-round conversation — not a seasonal scramble.
Ann Gao CPA provides knowledgeable, personalized tax preparation, planning, accounting, and business advisory for individuals, families, and growing companies.
Practice areas
The work, organized the way clients actually need it.
01
Individual tax
Federal and state returns prepared with a full reading of your year — income, investments, life changes, and the planning that should follow.
Learn more02
Business tax
Returns and compliance for sole proprietors, LLCs, partnerships, and corporations, with attention to how the entity and the owner fit together.
Learn more03
Tax planning
A dedicated session to estimate liability, surface opportunities, and make decisions while there is still time to act.
Learn moreOur approach
Understand. Review. Plan. File. Support.
01
Understand
We start with your financial situation — not just the numbers on a form.
02
Review
Income, deductions, credits, investments, and supporting documents are examined with care.
03
Plan
We look past this filing season to issues and opportunities that may affect later years.
04
File
Returns are prepared accurately, then you move through filing with a clear next step.
05
Support
When life or the IRS changes the picture, you have a trusted place to return.
A return is more than a form
Tax preparation looks backward. Tax planning looks forward.
Your return is a snapshot of a financial year. The goal is not simply to prepare it and send it off — it is for you to understand what you are paying, why, and what can be done differently next time.
Explore a planning session“By the time a return is being prepared, many of the important decisions have already been made.”
A planning session creates room to consider tax consequences while options remain open — for individuals, business owners, and anyone expecting a material change this year.
The practice
30+ years of accounting and tax experience.
Ann Gao CPA provides knowledgeable, personalized financial guidance. The work covers tax preparation, tax planning, accounting, financial reporting, and business advisory — with a thorough, practical approach to each client’s situation.
About the practice →Questions
A few things clients usually ask.
No. Planning is useful whenever income, investments, or life circumstances are changing — not only when a return is already complex.
Next step
Reserve a confidential consultation
Share your objectives and a credentialed professional will respond promptly to outline next steps.