Chan Zhu, CPA

As Tax Manager at CBM, Chan Zhu serves as a trusted advisor for individuals, businesses, and nonprofit organizations. She guides clients through tax compliance, planning, and complex regulatory landscapes. Chan leads tax return reviews and preparation that focus on compliance with evolving tax laws and that works with the specific client’s strategies to minimize risk and maximize clarity.

Chan’s strength lies in pulling together accounting, audit, and tax disciplines. Her prior experience working directly with federal and state authorities has given her direct insights for building audit programs that strengthen an organization’s internal controls for efficiency and financial statement compliance with required standards. She digs deep into an organization’s books; reconciling financial records and ensuring accounting systems are able to support an audit’s outcome.

Clients count on Chan because she doesn’t just address immediate tax or compliance issues — she helps them see the bigger picture. Whether it’s projecting year-end liabilities, identifying planning opportunities, or guiding entities through reviews and audits, her approach is proactive, solution-oriented, and tailored to each client’s needs. Within CBM, she also mentors junior staff, fostering technical expertise and quality in client service.

Chan brings both deep technical knowledge and clear communication to her role.