Meet Carina, an experienced tax advisor with over a decade of expertise in public accounting and private equity, focusing on real estate, investments, and pass-through entities. She has extensive experience working with contractors, developers, real estate investors, property managers, brokers, private equity funds, REITs, closely-held family groups, and high net-worth individuals. Carina is passionate about making tax laws understandable and actionable, helping businesses and individuals proactively optimize their tax strategies. As a small business owner, she personally understands the challenges of tax compliance and tailors solutions to make her clients' hard-earned dollars more tax-efficient. Holding a Master of Taxation and various certifications, Carina stays at the cutting edge of tax regulations for niche markets and high-net-worth individuals. Her dedication ensures she grows alongside her clients, turning tax management into a beneficial aspect of their financial strategy. In her spare time, Carina practices and teaches yoga, enjoys outdoor activities, travels, and treasures moments with her two sons.

Sophia Yu is a skilled CPA who values building strong relationships with her clients. She has spent her entire career working closely with business owners. As a business owner herself, she understands the challenges entrepreneurs face. This drives her passion for creating practical tax strategies that help small businesses save money and use those savings to grow their wealth. Sophia specializes in small business restructures, S Corporation strategies, partnerships, sole proprietorships, pass-through taxes, tax-efficient retirement, and investment planning. She frequently works with clients in the hospitality industry and professional fields, including doctors and lawyers. Sophia takes the time to learn about each client’s business and building strong connections. Beyond managing accounting and taxes, she helps clients make key decisions to grow and improve their businesses. Her mission is to help clients save on taxes, keep more of their earnings, and create a secure financial future for their families. When she’s not working, Sophia enjoys spending time with her family, traveling, hiking, camping, and swimming.

Iris is a dedicated tax and financial planning professional with a strong focus on tax-efficient retirement planning. As an IRS Enrolled Agent (EA), she specializes in helping clients achieve tax-optimized wealth accumulation and secure retirement through personalized tax strategies and proactive financial planning. She also holds a FINRA Series 65 securities license and a Life & Health Insurance License, equipping her with a well-rounded perspective on tax-advantaged investment and estate planning strategies. With a passion for guiding clients through different financial life stages, Iris provides tailored solutions for family protection, education funding, retirement tax planning, and estate preservation. She combines deep technical expertise with a client-focused approach, ensuring individuals and businesses structure their finances efficiently and compliantly. She holds a Master’s degree in Business Logistics Engineering from Ohio State University, bringing a strategic and analytical mindset to every client’s financial plan.