About

Welcome!

Our mission is to help our clients gain more control of their financial lives.

Our vision is to build a community of like minded people and create a collaborative space where we can help each other reach our dreams, however big or small.

Our approach is different from traditional CPA firms. We don’t bill our clients by the hours we spend, because let’s face it, you don’t care how long it takes us to complete your tax returns, you care about the result. We also believe in delivering real results for our clients.

In 2021, we saved our tax clients $578K in federal taxes, and these are recurring savings, not a one time windfall. Every year, we aim to do more for our clients.

Don’t believe us? We offer all our premium clients tax saving analysis, we talk real dollars and always deliver more than what we estimate. We work closely with our clients to customize their tax plans. Why not? Because what worked for your neighbor doesn’t necessarily work for you, everyone’s situation is different and that’s why you need a professional to make the judgement calls.

If you think googling a strategy is going to work, I ask you to PLEASE subscribe to our monthly client newsletter, at least know you are getting reliable information from a verified source. Don’t call random people off the internet (myself included) and trust your money with them.

Shirley Liu’s Bio

A published author of “what can you do with 3MM tax saving” and certified tax planner, Shirley started her real estate investing journey at 25. She’s done house hacking, flipping, short term and long term rentals herself. She’s not your typical CPA, she’s a real estate fanatic just like you

Shanli’s Bio

A published author of “What Can You Do with 3MM Tax Saving” and a certified tax planner, Shirley started her real estate investing journey at 25. She’s done house hacking, flipping, short-term and long-term rentals herself. She’s not your typical CPA—she’s a real estate fanatic just like you.

Jenebeb’s Bio

Jenebeb is our go-to expert for training, workflow optimization, and business operations. With over twelve years in the BPO industry, she has a proven track record of streamlining processes, improving efficiency, and leading impactful training programs. Rising from a customer service representative to training manager, she has a deep understanding of business operations. Jenebeb is proactive, solution-driven, and a valuable asset to both our team and clients. Outside of work, she enjoys traveling.

Julie’s BIO

Saad’s Bio

Saad is our go to person for anything tax and book related. He is licensed ACCA association of chartered certified accountant and is currently pursuing his enrolled agent license. Saad is a self starter, problem solver, and his calm demeanor is a highly valuable asset on the team. He puts everyone at ease, including our clients. Saad is very experienced with preparing business tax returns and setting up CRM and doing process automation. He is very detail oriented and speaks five different languages.

Lancy’s Bio

Lancy is an Enrolled Agent and seasoned accountant with expertise in navigating complex tax matters, ensuring clients remain compliant while maximizing savings. Passionate about entrepreneurship, she also helps Amazon sellers establish their businesses in the U.S. When she’s not working, Lancy enjoys spending time with her two children in Rhode Island.

Agnes’s Bio

With over three decades of experience, Agnes has built a distinguished career as a CPA, specializing in accounting, auditing, taxation, and corporate finance. Her expertise was honed in the rapidly evolving power engineering sector, where she played a key role in financial leadership and executive collaboration. Known for her ability to streamline operations and improve financial reporting, Agnes delivers strategic solutions that help businesses grow and thrive.

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