About Us
Our Team
We genuinely care about our clients' success. Our mission goes beyond tax savings — we offer hassle-free support so you can focus on growing your business. With us, you are never just a number.
Carina Luo, CPA
Partner — Tax Advisor, Real Estate & Investment
Carina is 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 herself, she personally understands the challenges of tax compliance and tailors solutions to make her clients' hard-earned dollars more tax-efficient. In her spare time, Carina practices yoga, enjoys outdoor activities, travels, and treasures moments with her three kids.
Sophia Yu, CPA
Partner — Tax Advisor, Hospitality & Small Business
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, and 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. When she's not working, Sophia enjoys spending time with her family, traveling, hiking, camping, and swimming.
Iris Sui, EA
Retirement Planning Specialist
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 a 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. Iris provides tailored solutions for family protection, education funding, retirement tax planning, and estate preservation. 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.
Work with a team that has your back
Contact us today for a complimentary, no-obligation tax consultation.
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