Our Team

KATE XIE, MBA, CPA

Partner

Kate Xie, MBA, CPA, has over 15 years of professional experience in accounting, finances, and economic fields from Fortune 500 companies such as United Health Care, Pepsico, and UPS. She graduated from Temple University in 2005, and intends to bring her expertise to the broad public to serve individuals, families, and businesses alike for their tax, finance, and accounting situations. Kate finds passion in educating and assisting families and communities to achieve their financial independence.

Leading the company, she holds a Texas CPA, Security (S6 and S63), and a Texas Heath Life Insurance licence to further assist clients in their financial journey.

JULIA FENG, MPA

Partner

Julia Feng, MPA, is a current senior accounting professional with over 10 years of experience in public accounting firms and industries. She specializes in tax planning and accounting primarily for wealthy individuals and families, as well as businesses ranging from small to medium sized enterprises. Her extensive knowledge from the public accounting field builds her contributions to the results, which many of her current-running clients trust.

Ziaul Hoque Zia, CPA, MBA

Partner

Ziaul Hoque Zia, CPA, MBA, is highly skilled in fields of operations, leadership, analytical skills, and finance. He graduated from the University at Texas A&M of Commerce with a double major in both business and finance. Ziaul has worked nearly 10 years with executive committees, and currently works at JX Financial with a Public Accountant Licence.

TEAM MEMBERS

BETTY BAI, MPA

LILLY YANG, CPA

NING CHEN, CPA

PHOEBE LUPO, CPA

LAN LUAN

JIM SHI