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Anne Chan
Co-Founder at Timber Tax Accounting; Tax Compliance & Planning Services for Freelancers, Consultants, & Small Biz Owners
Professional Background
Anne Chan is an accomplished accounting professional with a deep-seated passion for alleviating the pain associated with tax management for freelancers and consultants. Her journey in the realm of accounting and finance is marked by a strong focus on utilizing financial technology (fintech) to optimize accounting systems and make meaningful contributions to her clients' entrepreneurial endeavors. As the founder of Timber Tax Accounting, Anne strives to provide tailored solutions that empower freelancers and consultants to maintain their focus on their creative and business aspirations.
Before establishing Timber Tax Accounting, Anne honed her expertise through various prominent roles in the tax accounting field. She served as the Tax Team Lead for U.S. Tax Services at Bench Accounting, where she led a team dedicated to simplifying the complexities of tax compliance for American clients. Her role as a U.S. Individual Tax Specialist at Grassi & Co. allowed her to provide personalized tax solutions, ensuring clients achieved optimal financial outcomes while staying compliant with tax regulations.
Anne’s impressive background also includes a position as a Tax Supervisor with a focus on Tax Planning and Preparation for High Net Worth Individuals at Cornick, Garber & Sandler, LLP. This experience equipped her with the nuanced understanding necessary to address the unique tax challenges faced by affluent clients. Furthermore, her tenure at PwC in the Wealth Management Tax Services sector involved providing strategic tax advisory services, further solidifying her expertise in managing complex tax scenarios.
Early in her career, Anne laid the groundwork for her successful journey through her role as a Domestic Tax Compliance Intern at Morgan Stanley, where she gained invaluable insights into the financial sector and tax compliance intricacies. Through these diverse experiences, Anne has developed a comprehensive understanding of tax regulations and has mastered the art of delivering exceptional client service.
Education and Achievements
Anne Chan's educational background is as impressive as her professional achievements. She studied for her Master’s degree at the Zicklin School of Business, one of the most prestigious business schools in the United States, specializing in areas that prepare her for the nuances of accounting and finance. Earlier, Anne also completed her Bachelor’s degree in Accountancy at the same esteemed institution, equipping her with the foundational skills vital for her career.
In addition to her extensive education at the Zicklin School of Business, Anne also pursued studies at Baruch College, further enhancing her knowledge base in accounting and finance. Moreover, her academic journey began internationally at Shanghai University, where she initially engaged with the principles of accounting and finance in an environment that fosters a global perspective.
Achievements
Anne Chan's career is punctuated by numerous achievements that reflect her commitment to excellence and innovation in accounting. As the founder of Timber Tax Accounting, she has successfully developed a business model that prioritizes the needs of freelancers and consultants, ensuring they have the support they need to navigate the complexities of tax obligations without detracting from their entrepreneurial spirit.
Her leadership roles at various esteemed firms highlight her ability to drive teams toward success and foster an environment of collaborative learning. Whether it was at Bench Accounting, Grassi & Co., or Cornick, Garber & Sandler, LLP, Anne has consistently demonstrated her aptitude for problem-solving and strategic thinking, paving the way for significant contributions to each organization.
Through her dedication to staying current with industry developments and her commitment to continuous learning, Anne continues to be a valuable asset to her clients and the accounting community.
With a unique blend of practical experience and a robust educational foundation, Anne Chan is positioned as a thought leader in the fields of tax management and accounting systems for freelancers and consultants. Her ongoing mission to alleviate tax-related stress for entrepreneurs echoes her belief in fostering an environment where creativity can thrive alongside sound financial practices.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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