Anson Loi

Anson Loi has over 20 years of experience in providing tax compliance, planning and preparation services. Anson specializes in tax planning for high-net-worth individuals, private equity investors, fund to funds, operating partnerships and corporate entities. His extensive expertise encompasses an array of tax planning domains and strategies to help mitigate tax exposure and liabilities for his clients.

With experience in both Federal and State and Local Tax (SALT) arenas, Anson stands as an outstanding authority in his field. His expertise spans federal and state tax returns across 50+ jurisdictions, ensuring compliance. He also represents clients before taxing authorities.

Beyond his professional endeavors, Anson maintains a passionate commitment to community engagement. Over five consecutive years, he co-hosted the Volunteer Income Tax Assistance (VITA) “train the preparer program,” expertly training over 2,000 volunteers to become proficient tax preparers with limited financial means at VITA sites.