Our Team & Mentors
We are a unique CPA firm with the mission to serve entrepreneurs for their total success in family, business, and social contribution.
We focus on creating fundamental, comprehensive, lasting solutions through a strategic, systematic, and proactive approach to tax and financial planning and accounting services for entrepreneurial businesses and organizations.
Jing He
A senior financial expert with 20+ years of cross-border public accounting and corporate experience in the U.S. Former Senior Partner at a large accounting firm and C-level executive at U.S. hi-tech companies, Jing specializes in helping small and mid-size businesses grow and complete IPOs in U.S. and European capital markets. She serves as Board Director of several public listed companies. Master’s in Accounting, Boston College.
Jinhong Zhang
20+ years in business and financial planning as president, CFO, Finance Director, and consultant. Began at a Fortune Global 500 company managing World Bank and Asia Development Bank projects. Grew a CDFI from a $100K to a $15M operation. Since 2006 he has served entrepreneurs as a CFO and consultant, and trained 300+ professionals with the Center for Nonprofit Management, American Jewish University, and USC.
Maggie Wang
Two decades in tax and finance, uniquely integrating institutional service-framework design with hands-on multinational M&A restructuring. Provides CFO-level strategic tax advisory from a CEO’s perspective. Philosophy: transforming tax and finance into an accelerator for business value — never just a compliance obstacle.
Melissa Chen
A decade of cross-border U.S./China experience in corporate finance and transaction advisory, with Big 4 leadership on M&A, IPOs, and carve-outs. Deep U.S. GAAP and SEC reporting expertise. Master’s in Accountancy, Case Western Reserve; CFA charterholder; Illinois CPA.
Audrey Wang
20+ years of leadership in accounting, corporate finance, strategy, and operations across tech — from startups to Fortune 500s, including leading $2B+ business units. Helps small and mid-sized businesses and international founders establish and scale their U.S. operations. MBA, Santa Clara; Stanford GSB LEAD; California CPA.
Michelle Koppel Smart
30+ years preparing and filing tax returns and former CFO at Exit Realty. Our go-to expert on the Employee Retention Credit (ERC), self-directed Roth retirement strategies, and tax-free wealth building. Bachelor’s from UC Berkeley.
Michael Bennett
An accomplished professional spanning domestic and international business — CPA, CFO, CEO, and Audit Chair across multiple boards. Fluent in US-GAAP, IFRS, and major exchanges (NYSE/Amex, Nasdaq, HKEx), with deep experience navigating complex cross-border transactions.
Joseph Komolafe
Tax Department Director with an MBA from Molloy University, 3 years in auditing and 10 years in tax. Holds the CPA and continually pursues continuing education to stay ahead of industry trends.
Julie Ma
20 years in accounting, finance, and tax, including a decade as Finance Controller of a mid-sized company. Implemented SAP across two factories. Deep manufacturing-industry expertise; Certified International Chinese CPA (CICPA).
Yifan Tian
A skilled tax and finance professional with an MS in Accounting from Wake Forest. Manages complex tax filings for high-revenue clients while ensuring IRS compliance. Fluent in Mandarin and English, bringing a global perspective to diverse clientele.
Russell Hayes
30+ years in business management, finance, administration, and HR, with Big 4 training and an MBA from Rice University. Former VP and CFO of a mortgage and real-estate development company; specializes in strategic, financial, and tax planning for emerging and small businesses.
Dr. Sakib Mahmud
Professor of Sustainable Management and Economics at the University of Wisconsin and President of the Wisconsin Economic Association. His research focuses on applied, environmental, and small-business economics, working closely with entrepreneurs and non-profits on community and business resiliency.
Kim Larsen
An Enrolled Agent and Certified Tax and Financial Strategist in practice since 1975, working primarily with entrepreneurs to maximize profits while minimizing tax. Founder and CEO of The National Academy of Tax & Financial Strategists.
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