Capital Tax
Winnie Qian is an experienced tax accountant currently employed at the CPA Firm of Capital Tax since January 2021, where responsibilities include preparing and reviewing over 400 tax returns annually using Intuit Lacerte Prep Software. Prior experience includes an HR Training Operations Intern role at Charles Schwab, where collaboration on process improvements took place, and participation in the Braven Accelerator Fellowship, focused on professional development. As an Outreach Officer and Intern for the Fiat Lux Scholars Association, Winnie played a key role in promoting scholarships and training peers. Earlier experience includes tutoring at Kumon Math & Reading Center and interning at BART, showcasing a diverse skill set in both accounting and educational outreach. Winnie holds a degree from the University of California, Berkeley, achieved between 2016 and 2020.
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Capital Tax
Minimizing taxes for our clients for over two decades. Taxes are your largest annual expense, and consequently, careful and consistent tax planning is important to minimize your tax liability. While tax compliance and accuracy is very important, equally important is proper tax planning which saves planners significant amounts. Tax planning is not one silver bullet, it's multiple strategies that you employ every year, which yields tax savings in hundreds of thousands of dollars over a life time.