Chatham Square Accounts Inc.
David Zhang, CPA, CFA

Accounting and Tax Service Provider

David Zhang, CFA, CPA, our Tax and Business Manager, had his CPA license in 1998, and his CFA Charter in 2001. Prior to launching his CPA practice business, Mr. Zhang had more than 10 years of New York City based management assignments in major wall street firms, namely Fiduciary Trust, Merrill Lynch and JPMorgan.

He has extensive experience in taxation, business and tax planning for individuals, High Net Worth families, partnerships, and corporate. He especially specialized in International tax for individuals. His background provides a depth of knowledge and sophistication in relevant tax regulation, practices and business insights to serve our domestic and international clients.

Mr. Zhang is also an expert in real estate partnerships and expatriate tax for American expatriates and international assignee. Read more

5 recommendations

  •  
    Peter P. K.

    Shared on yelp.com

    I've been filing my LLC and personal taxes for the family with Chatham Accounting services for 3 years, David manage to provide me with a very good experience each visited, I've never had any problems afterward. For those who prefer filing in the city, he also recently opened up another location in Midtown, 5 Penn plaza.

    Compare to other services, David is very informative, and skilled, I got to David by the recommendation from one of the bank agent that i used. You could ask right in front of him about your taxes and your situation, and he would explain to you the reason behind each number, rather than charging you and left you hanging, the service fee is very reasonable and not too excessive.

    Original recommendation
  •  
    Edith C.

    Shared on yelp.com

    I came to David on the recommendation of two friends of mine and I was very impressed! Very honest, professional, and quick! Unlike other accountants that ask you to drop off your documents at their office and come back a week later, he does your taxes in front of you and talks you through it - I truly felt like I could trust him and that he knew exactly what he was doing. He is everything I was looking for in my new accountant - very smart, very careful, and has your best interests in mind. Great guy and very easy to work with! I will definitely be coming to him from now on.

    Original recommendation
  •  
    Weixue Fu

    Shared on goo.gl

    I've been working with David on several different complex tax matters. One was a business tax issue involving the IRS which they saved me thousands of dollars and an audit which was addressed very promptly.
    I will also be using them again in the coming months for another item due to their outstanding services to date. Every time I've written an email or text, they respond in lightening speed and fully explain things to me that may be too technical for me to understand on my own. I would HIGHLY recommend David. I can't say enough about the help and advice they have offered me thus far.

    Original recommendation
  •  
    Meilun MV

    Shared on goo.gl

    David was incredibly helpful getting my husband and me organized on Quickbooks. I really appreciated his easy going personality, yet he is very professional, prompt and knowledgeable. We will definitely continue to use him, and suggest that anyone who is looking for help with getting set up and organized with their personal finances (as well as business), he is a great fit.

    Original recommendation
  •  
    fixedincomequity

    Shared on goo.gl

    This place makes me feel very down to earth. The owner talks very straight forward. In my case he give me good tax saving advice unique to my situation. Fee for doing tax is almost same as turbo tax but we get more out of it

    Original recommendation