Sally Sun

Sally Sun, CPA, is an experienced tax professional with a focus on high net worth individuals and family offices. Currently serving as a Tax Supervisor at Katz, Nannis + Solomon, P.C. since September 2022, Sally has previously held positions at RSM US LLP as Tax Supervisor and Senior Associate, specializing in ultra high net worth clients. Early career experiences include roles at Crotts Lohrey & Associates and as a seasonal Tax Accountant at Goss CPA, where Sally prepared various tax returns and managed client communications. Sally's academic background includes a Master’s Degree in Accounting from Oklahoma City University and a Bachelor’s Degree in Business Administration and Management from Shanghai University of Finance and Economics.