Our Team
Joseph Zhu, CPA
Tax and Accounting Manager
As a seasoned and licensed Certified Public Accountant (CPA) with over five years of professional experience, I bring a diverse wealth of expertise to the table. My prior background working at a Top 20 CPA & Consulting firm has allowed me to work on the tax returns of multi-millionaires, work through complicated multi-layered business entity structures, and advise on financial planning. Additionally, my experience working at TurboTax has given me exposure to the everyday individual, small business owners, and real estate owners. These integral experiences with individuals and businesses of various economical sizes allows me to understand the unique needs of each person and business at every stage.
Daniel Choi
Staff Accountant
I specialize in personal income tax services and financial record management, while also overseeing administrative tasks. I'm committed to tailoring solutions to meet our clients' tax needs with precision. With a degree in economics, I bring a robust understanding of financial principles to my work. I focus on individual tax preparation, bookkeeping, and administrative duties. Committed to becoming a CPA, I’m actively working towards fulfilling the necessary academic requirements. Outside of work, I enjoy traveling and writing novels.