Over the past eight years, Nancy has become an expert in accounting, taxation, and managerial skills. She has extensive experience in the captive insurance industry with a comprehensive background on risk management and risk distribution. She specializes in consulting and compliance with Form 1120-PC and NAIC disclosures.
Nancy is also an experienced CPA in managing all aspects of clients’ accounting and tax service needs ranging from financial statement preparation, payroll, sales and use tax compliance and income tax compliance for all business entity types and high net worth individuals.
Nancy previously studied in France where she earned her MBA degree, and she is fluent in both French and Vietnamese. She enjoys traveling, swimming, yoga and baking as hobbies.

Professional & Business Affiliations

Member of the California Society of Certified Public Accountants (CalCPA)
Member of the American Institute of Certified Public Accountants (AICPA)

Education & Professional Designations

Master of Business Administration – University of Reunion, France
Bachelor of Business Administration – Hue University, Vietnam
Certified Public Accountant License (CPA)

Contact Information

111 Pacifica, Suite 300
Irvine, CA 92618-3705
Phone: 949-910-HALL (4255) ext. 260
Fax: 949-910-4256

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