Amy T. Lam, CPA

AREAS OF EXPERTISE:

•  Personal Income Tax
• Corporate and Partnership Income Tax
• Estate and Trust Income Tax
• Non-Profit Organization Income Tax
• Tax Compliance, Tax Research, and Tax Planning
• General Accounting and Financial Analysis

CREDITS AND AFFILIATIONS:

• Member of AICPA
• Member of NYSSCPA
• B.S. Degree in Business Administration
• CPA Certification

Amy Lam has over 25 years of Public Accounting experience. The first 4 years, she worked for a medium size firm in New York City on the audit staff. After 2 years, she was in charge of audits for mid size manufacturing clients and assisted in a few audits for SEC clients.

She then went to a publicly held company for two years and was assistant treasurer overseeing corporate taxes and multi-state taxation.

This led her into the field of taxation. She has been preparing and reviewing Individual, Corporate and Partnership, Estate and Trust, Non-Profit, and Multi-State Income Tax. She deals with high net worth clients and has dealt with Foreign Earned Income Exclusion, Sec 1031 Like Kind Exchanges, and Sec 754 Basis Adjustment.

As needed, Amy also prepares and reviews General Ledgers and Financial Statements.