Angela Sun, CPA
Angela has been providing tax advisement and consultation services to clients at Barker Viggato LLP since 2012. She has developed a passion for helping her clients and colleagues navigate the complexities of the tax world with confidence. Angela specializes in organization and management of engagements to achieve project efficiency. She brings a thoughtful, patient approach to client projects and analysis. Angela serves a variety of clients include partnerships/LLCs, REITs, Trusts, and complex individuals.
Angela holds her CPA license in Texas and is a member of the American Institute of Certified Public Accountants. She graduated from the University of Chicago with a Bachelor of Arts in Psychology and the University of Texas at Dallas with a Master of Science in Accounting.
Angela’s areas of practice include the following:
- Oversight and management of large-scale federal and state tax compliance engagements
- Tax planning for state and local tax matters including multi-state apportionment, nexus, and various state tax issues
- Representation services for clients with the IRS and various state and local jurisdictions
- Tax projections and planning for executives and families including family limited partnerships and trusts
- Trust and gift tax reporting for families to achieve wealth transfer objectives
- Complex partnership allocations, target capital analysis and capital account maintenance for partnerships and LLCs
- Advisement and tax reporting for fixed assets classification and business purchase/ sale transactions
- Financial statement analysis for book/tax differences and tax basis adjustments
Outside of her professional life, Angela loves to travel and explore different cultures and cuisines. She especially enjoys spending time in Europe, where you’ll most likely find her wandering around Italy with a gelato in hand. Angela is also fluent in conversational Mandarin Chinese and loves reading fantasy novels and relaxing with her cat at home. She brings her balanced approach to life and a commitment to growth and happiness to her clients and the public accounting profession.
