Our Team

KATE XIE, MBA, CPA

Partner

Kate Xie, has over 10 years professional financial and accounting experience in fortune 500 companies like United Health Care, Pepsico and UPS. She holds Texas CPA license, Security license (S60 and S63) and Texas Health Life Insurance license with MBA degree from Temple University. Kate expects to bring all her great experiences to service the individuals, families and companies in need on accounting, taxation and financial planning. Kate is experienced in providing tax and financial planning services to a wide variety of clients and is very passionate about educating and helping families and local communities to achieve their financial independence.

JULIA FENG, MPA

Partner

Julia Feng is a senior accounting professional with over 10 year experience in public accounting firms and various industries. She specializes in accounting and tax planning for wealthy individuals, as well as small to medium size businesses. Her extensive knowledge of public accounting, her dedication and timely delivery of financial results earn the trust of her clients. Julia with her husband, and two kids currently reside in Frisco, Texas.

Ziaul Hoque Zia, CPA, MBA

Partner

Principal Areas of Practice: Highly skilled in accounting, finance, operations, team leadership, analytical skills, accounts payable, accounts receivable, account reconciliation, general ledger, generally accepted accounting principles, time management, problem solving, auditing, payroll, budgeting, forecasting, taxes, reporting, project management, process development/improvement, and risk mitigation.

TEAM MEMBERS

BETTY BAI, MPA

LILLY YANG, CPA

NING CHEN, CPA

PHOEBE LUPO, CPA

LAN LUAN

JIM SHI