Margaret Sun

Margaret is our newest partner at Goodrich, Thomas, Cannon & Reeds, LLP. She's been with us since 1990.  Her practice centers around families.  As families have grown and expanded to include multi-generations both here and in the U.S. and abroad, so have the services that Margaret provides.  She not only provides the traditional tax related services, but also develops close relationships with her clients and goes the extra mile with keeping track of where family members are, following up with reminders, assisting property managers, and working with financial advisors to meet cash flow and investment goals.  Margaret has helped her family clients with their like-kind property exchanges, corporate dissolutions, family partnerships, and wealth transfer implementation. 

Areas of Expertise

  • Individual and business income tax

  • U.S. tax compliance for U.S. citizens living abroad and expatriates

  • Multi-state tax compliance for individuals

  • Accounting services for entities

Memberships

  • American Institute of Certified Public Accountants 

  • California Society of Certified Public Accountants

Education and Certifications

Margaret received her Bachelor of Science in Accounting from California State University, Los Angeles.  She became a Certified Public Accountant in 1996.

A little more about Margaret…

When Margaret is away from the office, she enjoys traveling, meeting up with friends, and gardening.  She likes to visit Westlake in China.

E-Mail Address: MSun@gtcrcpas.com

Goodrich, Thomas, Cannon & Reeds, LLP

T: (714) 546-0755
F: (714) 546-4901
E: info@gtcrcpas.com

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