About Us

Professional and Dependable

If you're in search of a seasoned and reliable CPA, our team is the choice for you. We possess the expertise to navigate tax and accounting matters across all levels of complexity, ranging from W2 tax returns and form 1099 preparations to individual, trust and estate, ex-pat, and corporate tax returns. Yongge Tracy Tang, our principal accountant, boasts a distinguished career as a tax and accounting professional with more than 30 years of experience in the field. Her extensive background in diverse tax, accounting, and audit realms, coupled with a strong academic foundation, serves as the cornerstone of our company's achievements. Yongge is a Certified Public Accountant and an enrolled agent recognized by the IRS. She earned her MBA in Finance from the University of Toronto and pursued her master's degree in Economics at Lakehead University of Canada. Her educational journey culminated with a BA in accounting from China Central University of Finance & Economics in Beijing.

An Accounting Firm You Can Trust

Whether your goals involve retirement planning, wealth preservation, growth for future generations via trusts, incorporating life insurance into estate planning, or necessitating financial reporting and forecasting for your businesses, our expertise extends to cover these areas and more. Furthermore, we remain current with tax regulations at the local, state, and national levels, ensuring that you are not only well-informed but also well-prepared with practical financial strategies to stay ahead of the curve.

The Value We Deliver

  • Proven expertise and experience
  • Personalized service
  • Thorough review of your/your business's overall financial situation
  • In-depth analysis of the potential consequences of personal income tax