ABOUT US
our team AND MENTORS
JING HE
Managing Partner
CFO, CPA, FFA, FPA
M: 508-333-7548
E: jing@hzcpas.com
Boston, MA
JING HE, C.F.O., C.P.A., F.F.A., F.P.A.
Jing is a senior financial expert and she has over 23 years cross boarder public accounting and corporate experiences in US. She was in the Senior Partner role in large accounting firm and C-level Executive in US hi-tech companies. Jing has in-depth knowledge of US GAAP, SOX Compliance, SEC reporting and she is focusing on assisting Small and Mid Size businesses grow and complete IPO in US and European Capital Markets Additionally, Jing has extensive experiences in cross-border M&A transaction support and she has assisted to complete several mid-size acquisitions in US and UK.
Jing is also serving as the Board Directors of several public listed companies.
Jing holds the Master Degree in Accounting from Boston College and Bachelor Degree in Economics from Nankai University. She is the registered CPA of Massachusetts, the Member of American Institute of Certified Public Accountants and is a senior Fellow of Institute Public Accountants (Australia) and a senior Fellow of Institute of Financial Accountants (UK).
Jing is the Managing Partner in charge of New England region. Her services will include Audit, M&A Transaction services, bookkeeping and other advisory services.
Jinhong Zhang
Tax Strategist for Entrepreneurs
Investor and Entrepreneur
M: 949-397-2053
E: jinhong@hzcpas.com
Jinhong Zhang
Jinhong Zhang has over 20 years of experience in business and financial planning and management, serving leadership roles as president, CFO, Finance Director, and consultant, in large to entrepreneurial organizations.
Jinhong started his career with a Fortune Global 500 company, where he managed projects financed by World Bank and Asia Development Bank and was in charge of auditing and tax engagement with PWC and KPMG at the client side.
Jinhong served as the Finance Director of a Community Development Financial Institution where he developed a National “Best Practice” award-winning operation system, and played an instrumental role in developing the organization from $100,000 operation to $15,000,000 operation through developing innovative programs, partnerships, and resources.
Since 2006, Jinhong has been serving entrepreneurs and their businesses in their strategic and financial planning, resource development, innovative business model development, system designs, and tax planning in the capacity of a CFO, and consultant.
Jinhong trained over 300 professionals partnering with the Center for Nonprofit Management, American Jewish University, and Maharishi University of Management, and University of Southern California. Jinhong is committed in supporting entrepreneurs in fulfilling their vision through commitment-based-management and human-and-system-integrity-development. He speaks on topics such as:
“Create innovative business models that attract resources and allow people to work from anywhere at any time.”
“Organize your finances and systems that gives you peace of mind, power, and freedom.”
Melissa Chen
Partner
CPA, CFA
MELISSA CHEN, C.P.A., C.F.A.
Melissa is a distinguished financial expert with a decade of cross-border experience across the U.S. and China, specializing in corporate finance and transaction advisory. She has held prominent leadership positions at a Big 4 accounting firm, focusing on M&A, IPOs, and carve-outs. Additionally, Melissa has developed valuable expertise through roles in investment banking MBB management consulting, trust risk management, and auditing.
With profound knowledge of U.S. GAAP and SEC reporting, Melissa excels in guiding mid-sized businesses through intricate financial challenges. Her expertise spans M&A transaction support, financial planning and analysis, tax planning, and strategic advisory, empowering her to offer tailored solutions that foster growth and optimize value. Her in-depth understanding of the U.S. and Chinese markets uniquely positions her to deliver seamless, cross-border financial strategies.
Melissa holds a Master’s Degree in Accountancy from Case Western Reserve University and is a CFA Charter holder, a registered CPA in Illinois and a member of the American Institute of Certified Public Accountants.
dr. Sakib Mahmud
Ph.D. in Economics
Dr. Sakib Mahmud
Dr. Sakib Mahmud preferred pronouns (He, Him, His), is a Professor in Sustainable Management and Economics at the University of Wisconsin, USA. Dr. Mahmud received his Ph.D. in Economics from the University of Wyoming, USA, and M.A. in Economics from the University of British Columbia, Canada. He serves on the boards of the Redevelopment Authority of the City of Superior, Wisconsin, and the Duluth Superior Area Community Foundation. Since fall 2023, Dr. Mahmud is serving as President of the Wisconsin Economic Association (WEA). Dr. Mahmud joined Duluth Superior Eco Rotary Club, which serves communities in Duluth, Minnesota, and Superior, Wisconsin with different environmentally focused service projects, in fall of 2020. He is, currently, the President of the Duluth Superior Eco Rotary Club which falls under the Rotary International District 5580. Dr. Mahmud’s research focuses on applied economics with applications on issues related to environmental and resource economics, climate change adaptation, small business economics, and public policy.
Dr. Mahmud is willing to work closely with small business entrepreneurs and non-profits focusing on gradually improving small business and community resiliency. Being a board member of non-profits as well as working closely with local chambers of commerce and the city officials, Dr. Mahmud has the necessary skills and attributes to guide potential clients to achieve their desired goals and aspirations.
Michelle Koppel Smart
Enrolled Agent
Licensed Tax Consultant C-907771
Investor and Entrepreneur
MICHELLE KOPPEL SMART, E.A.
Introducing Michelle, our dedicated Enrolled Agent and Licensed Tax Professional C-907771 with a remarkable career spanning over 30 years in preparing and filing tax returns. Having served as the CFO at Exit Realty, Michelle seamlessly blended her financial acumen with real estate, ultimately becoming a real estate agent.
Armed with a bachelor’s degree from the University of California at Berkeley, Michelle demonstrates a strong commitment to academic excellence. Her passion lies in cultivating tax-free wealth through self-directed Roth retirement plans and various other tax strategies.
Michelle is also our go-to expert on the Employee Retention Credit (ERC), showcasing her extensive knowledge in this area. For personalized advice on tax-free transactions involving the purchase and sale of cryptocurrencies within your retirement account, Michelle is the one to consult.
Residing in Southern Oregon, Michelle enjoys the serene beauty of the region near Crater Lake, the Rogue River, and the Tablerocks, expressing her deep affection for the Pacific Northwest.
Email Address: michelle@hzcpas.com
Michael Bennett
MBA, CPA
MICHAEL BENNETT, M.B.A, C.P.A
Accomplished professional with a portfolio spanning domestic and international business landscapes, boasting proficiency in accounting, finance, management, fundraising, IPOs, and corporate governance.
I have served in pivotal roles including CPA, CFO, CEO, and Audit Chair across multiple distinguished Board of Directors. My expertise has been honed through engagements at esteemed educational institutions such as California State University-Fullerton, University of Hawaii, Chaminade University, and Chapman University.
My influence extends beyond borders, underscored by extensive international networks and relationships cultivated across business and governmental sectors. Demonstrating fluency in US-GAAP, IFRS, and major stock exchanges (NYSE/Amex, Nasdaq, HKEx), I excel in navigating complex cross-border transactions.
Committed to fostering organizational growth, I deliver comprehensive guidance and strategic leadership to unlock maximum potential. Let me leverage my proven track record to propel your business towards unparalleled success.
Email Address: michael@hzcpas.com
Xinya Yuan
MBA
Xinya Yuan, M.B.A.
With an extensive background spanning both the United States and China, Ms. Yuan is an accomplished professional boasting diverse roles such as operations manager, controller, and consultant.
Holding an MBA in Finance from Chapman University in Orange County, California, alongside a BA from Beijing Normal University in Beijing, China, she epitomizes a blend of academic prowess and practical expertise.
Fluent in both Mandarin and English, Ms. Yuan has been pivotal in fostering successful negotiations between companies and investors across the USA and China. Leveraging her business acumen, adept negotiation skills, and extensive network, she navigates complex business landscapes with finesse, bridging cultural differences seamlessly to drive fruitful outcomes.
Her multifaceted background equips her with an in-depth understanding of global markets, enabling her to navigate intricate negotiations with precision and tact. With a track record of facilitating impactful collaborations and leveraging her deep-rooted connections on both sides of the Pacific, she is an ally in driving business success.
Aspiring to continue her legacy of fostering cross-cultural synergy and driving strategic growth, Ms. Yuan stands poised to deliver unparalleled value to clients seeking to thrive in the dynamic landscape of international business.
Email Address: xinya@hzcpas.com
Joseph Komolafe
CPA
JOSEPH KOMOLAFE, C.P.A.
Meet Joseph Komolafe, CPA, our Tax Department Director.
Holding an MBA from Molloy University with a major in Accounting and with a professional background spanning 3 years in auditing and 10 years in tax, Joseph brings a wealth of knowledge to the team. Joseph holds relevant certifications such as CPA and consistently undergoes continuing education to stay at the forefront of industry trends.
Outside the realm of finance, Joseph has a big interest on surfing, is an avid sports enthusiast, both as a player and spectator, and a passionate traveler.
Email Address: joseph@hzcpas.com
Glenda Tabin
CPA
GLENDA TABIN, C.P.A.
Meet Glenda Tabin, one of our skilled Accountants holds a Bachelor’s degree in Accountancy from the Polytechnic University of the Philippines, Glenda is not only an accomplished scholar but also served as an auditor for a scholarship organization during her academic journey.
With nearly 8 years of experience in CPA firms across California and Texas, Glenda brings a wealth of expertise to our team. Her journey into the accounting world started with a fascination for bookkeeping in high school, evolving into a profound appreciation for the impact of accounting on our daily lives. Glenda’s career highlights include passing the CPA exam while working in her previous firm, earning promotions, and managing a team of several staff members. Certified as a CPA and a Certified Quickbooks Proadvisor, Glenda’s commitment to continuous learning is evident through her attendance at US tax and audit trainings, as well as annual Quickbooks Online (QBO) sessions.
Outside the world of numbers, Glenda’s passions include reading and traveling. An interesting fact about her is her love for the smell of books, and she proudly claims she can survive without the internet as long as she has something to read.
Email Address: glenda@hzcpas.com
JULIE MA
BS ACCOUNTING
JULIE MA
Julie Ma, one of our Financial Consultant, holds a Bachelor’s degree in Accounting from Donghua University in Shanghai, China.
With 20 years of extensive experience in Accounting, Finance, and Tax, including a decade as the Finance Controller of a mid-sized company with a turnover of 0.2 billion, Julie brings a strong expertise to our team. Motivated by a desire to share her professional insights, Julie has successfully implemented SAP in two factories, showcasing her ability to drive strategic initiatives.
Her background primarily lies in the manufacturing industry, and she holds the Certified International Chinese Certified Public Accountant (CICPA) certification, contributing to her expertise in accounting, auditing, and tax in China.
Beyond her professional pursuits, Julie is an avid hiker and film enthusiast. An interesting tidbit about her is that she has a cat named XIXI, who serves as a constant companion during her reading and work sessions at home.
Email Address: julie@hzcpas.com
Russell hayes
MBA, Tax and Business Strategist for Entrepreneurs
RUSSELL HAYES, M.B.A.
Russell started his career with an accounting undergraduate degree and big 4 training and an MBA from Rice University. He has over 30 years of experience in business management, finance, administration and human resources. He has owned a successful consulting firm as well as served as the Vice President and CFO of a mortgage and real estate development company.
He specializes in strategic, financial and tax planning with an emphasis on emerging and small businesses. He is an avid traveler, with Beijing, Tokyo, Kyoto, London, Glasgow, Brussels, Amsterdam, Barcelona, Madrid, Caracas, Bogota, San Jose, Panama City, Vancouver and Calgary among the places he has enjoyed getting to know.
KIM LARSEN
EA, CTFS
KIM LARSEN, E.A., CTFS
Kim Larson is an Enrolled Agent and Certified Tax and Financial Strategist, in practice since 1975. His firm, KM Larsen Co LP, works primarily with entrepreneurs, to maximize earnings and profits while paying the least amount of tax possible under the law.
Kim is also the founder and CEO of The National Academy of Tax & Financial Strategists where he trains and mentors other tax professionals in tax and business strategy.
Our Story
We are a unique CPA firm with the mission to serve entrepreneurs for their total success in their family, business, and social contribution. We focus on creating fundamental, comprehensive, lasting solutions with our strategic, systematic, and proactive approach to tax and financial planning and accounting services for entrepreneurial businesses and organizations.
