Protect More.
Keep More.
Build a Legacy.
Anthony Lam, CPA delivers Big 4-caliber tax preparation, tax planning, and business advisory to business owners and high-net-worth individuals across Los Angeles, Orange County, and the United States — available in person and virtually, wherever you are.
Tax & Advisory Services
for Clients Across the US
Based in Los Angeles. Available virtually nationwide. Big 4-caliber expertise with the personal attention of a dedicated CPA.
Tax Preparation
Accurate, strategic tax preparation for individuals, business owners, S-corps, LLCs, and partnerships — in LA, Orange County, and across the US. Every deduction found. Every filing optimized.
Anthony delivers meticulous, IRS-compliant tax returns that go far beyond data entry. Every return is a strategic review — identifying deductions, credits, and positions that reduce your liability now and set up smarter outcomes going forward. Available in person in SoCal and virtually for clients across the country.
- Individual, joint & trust tax returns
- S-Corp, LLC, partnership & C-Corp filings
- Self-employed & freelancer returns
- Real estate investor tax preparation
- Multi-state & California state returns
- Amended returns & prior year filings
Tax Planning & Strategy
Year-round, proactive tax strategy for business owners and high-net-worth individuals who want to stop reacting to taxes and start controlling them — wherever you're located in the US.
Tax preparation is reactive. Tax planning is where real wealth is built. Anthony works with you throughout the year — not just at tax time — to build a forward-looking strategy that legally minimizes your burden across income types and time horizons. Fully available via secure virtual sessions for clients nationwide.
- Entity structuring & S-corp elections
- Capital gains deferral & harvesting
- Retirement & deferred compensation planning
- Estate & gift tax minimization
- Real estate cost segregation & depreciation
- Qualified Business Income (QBI) optimization
Accounting & Business Advisory
Investment-grade financial clarity for business owners who want to scale smarter — from clean books to high-level strategic guidance. Available remotely for clients across the United States.
Drawing on Big 4 experience at Deloitte and EY, Anthony delivers accounting and advisory services with institutional precision. Whether you need clean monthly financials or a strategic sounding board for major decisions, he brings the same rigor to every engagement — virtually, for clients anywhere in the US.
- Monthly bookkeeping & financial reporting
- Cash flow analysis & optimization
- Business formation & entity structuring
- Payroll & owner compensation strategy
- Financial due diligence & M&A support
- IRS audit representation & resolution
"You should never overpay the IRS, not this year, not ever."
— Anthony Lam, CPABig 4 Expertise. Personal Attention. Wherever You Are.
Anthony Lam is a Certified Public Accountant and founder of Lam Advisory CPA — a Los Angeles-based firm serving business owners and high-net-worth individuals across Southern California and the greater United States through secure virtual consultations.
Whether you're in LA, Orange County, or anywhere across the country, you get the same level of care: institutional-grade tax preparation, proactive planning, and accounting & business advisory — delivered directly by Anthony, every time.
MBA, USC Marshall School of Business — Finance Specialization
B.S. Business Administration (Accounting) — University of St. Thomas
Big 4 Experience — Audit at Deloitte & Finance Consulting at EY
Certified Public Accountant (CPA) — Authorized IRS Representative
Virtual Consultations Available — Serving Clients Nationwide
Book Your Free Consultation
In person in Southern California or virtually from anywhere in the United States — no obligation, no sales pressure. Just a direct conversation about your tax situation and what's possible with the right strategy.
Answers Before You Reach Out
Still have questions? Let's talk.
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