Our Team

Connie Wan, CPA, MST

Connie Wan, CPA, MST

Manager

About

Connie has 15 years of experience in tax and public accounting for clients in the retail, real estate development, and manufacturing industries.

Description of Practice

In her role as manager in the Tax Department, Connie supervises and coordinates activities of the tax staff and provides review and feedback on their work product. She joined Louis Plung & Company in 2004 after working with a national accounting firm for four years.

She has extensive experience with the preparation and review of tax returns from complex partnerships, sole proprietors, and corporations in the public and private sectors. Connie also helps clients manage multi-state tax compliance and planning needs. She actively manages client engagements from beginning to end, working closely with clients, staff, and partners to preform tax services. She also conducts tax research and consults on various tax matters.

Community Involvement and Professional Associations

 
  • Allegheny Tax Society
  • AICPA/PICPA
Education
 
  • B.S., Business, Shandong Economics Institute (China), 1995
  • M.S., Accounting (Tax), Duquesne University, 1999

Expertise

Tax Consulting & Compliance

Industries Served

Manufacturing
Professional Services
Real Estate Development & Leasing
Retail
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