TONY LAM, CPA

A Humble Beginning.

Born in Saigon, Tony came to the United States at 24 years old as an immigrant with nothing except a will to succeed. He spoke no English, had no money, and was unfamiliar with his new environment.

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Despite the insurmountable obstacles, Tony worked tirelessly to obtain his Bachelor of Science in Accounting and  Master of Science in Taxation.  He then went on to start on his career in the private sector for multiple firms before eventually working his way up to Chief Financial Officer of an oil exploration company.

A Tough Road Ahead.

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A Dream Fulfilled.

After earning his CPA license, Tony established his practice in 1994 to fulfill his dream of helping the underserved Vietnamese community with his financial expertise. He has since been serving individuals and businesses in the Orange County area for over 27 years and has no intentions of stopping.

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TONY LAM

FOUNDER

Tony Lam is a Certified Public Accountant licensed by the California Board of Accountancy with over 35 years of experience. He is also a real estate broker licensed by the California Department of Real Estate. His combination of comprehensive accounting knowledge and extensive real estate expertise gives him a unique ability to serve his clients’ varied needs. He prides himself on looking out for the best interest of each client. 

Tony’s specific areas of expertise are in:

  • Individual, Corporate, Partnership, and Fiduciary Tax Return Preparation

  • Business and Individual Tax Accounting and Planning

  • Financial Planning

  • Tax Litigation Support

  • Tax Audit Representation


Tony’s client base consists of small-business owners, homeowners, healthcare professionals, attorneys, and many other service industries. He works with many entrepreneurial clients to oversee their accounting procedures and assist in the financial strategic planning necessary to meet their growth demands. He is fluent in both Vietnamese and English. 

Outside of the office, Tony is an avid golfer who is deeply passionate about the game. He regularly plays in annual local golf tournaments.



Education

  • Master of Science (Taxation)
    Golden Gate University, San Francisco, California

  • Bachelor of Science Major in Accounting, Minor in Computer Science
    Utah State University, Logan, Utah


Professional Organizations

  • California Society of Certified Public Accountants

  • American Institute of Certified Public Accountants