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Lawrence Pon, CPA/PFS

MD_Pon_Lawrence

Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, and United States Tax Court Practitioner. He has been providing tax and accounting services to small businesses and individuals since 1986. Mr. Pon speaks regularly to groups about tax, financial, and estate planning. His articles and tax tips have appeared in the New York Times, San Francisco Chronicle, San Francisco Examiner, San Jose Mercury News,  Money Magazine, Washington Post, US News & World Report, Consumer Reports, among many others.  

Mr. Pon is passionate about financial literacy and regularly volunteers in his community and local high schools.   He participates every year for Financial Planning Day.

Mr. Pon passed the United States Tax Court Admissions Examination which allows him to represent taxpayers before the United States Tax Court.

Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

Mr. Pon serves on the Board of Directors for the Better Business Bureau, Advisory Board of the Asian Pacific Fund, and Professional Advisor Committee for the Silicon Valley Community Foundation. 

Mr. Pon’s professional memberships include the American Institute of Certified Public Accountants, Financial Planning Association, Peninsula Estate Planning Council, National Association of Enrolled Agents, California Society of Enrolled Agents, and California Society of CPAs.

State: California

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