Meet Our Team
We provide professional U.S. tax services and are committed to delivering the highest level of expertise to help clients address matters related to individual and corporate income tax filings, gift and estate taxation, and wealth transfer planning.
Joy Yang
U.S. CPAEducation
Master of Accountancy, University of Nevada, U.S.A.
Professional Qualifications
Certified Public Accountant, State of Nevada, U.S.A.
Licensed Securities Broker, Taiwan
Key Areas of Experience
- Family Wealth Trust Planning
- U.S. Tax Compliance Consulting
- U.S. M&A Tax Consultation
- U.S. Federal and State Tax Compliance Services
- Pre-Immigration Tax Planning
- Cross-border U.S. Investment Structuring and Reorganizations Planning
- Cross-border U.S. Investment Transaction Model Planning
- Double Taxation Correspond and Planning
- Controlled Foreign Corporation (CFC) Compliance and Tax Planning
- U.S. Federal Tax Credits Consultation
- U.S. Tax Authority Audit Consultation
Background
- AIT (American Institute in Taiwan) Long-term Cooperative Lecturer in U.S. Tax System
- Director, Tax & Investment Dept., KPMG Taiwan
- Associate Director, U.S. Tax and Legal Services Dept. PwC Taiwan
- Finance Controller in Several Global U.S. Coporations
Professional Service Experience
- Nevada State Democrats Non-Profit Accounting and Tax Consultation
- U.S. Hurricane Katrina Charity Disaster Recovery Financial Accounting Advisory (2005)
- U.S. Women Center Chaity Financial Accounting Advisory
- Las Vegas Bankruptcy Court Legal Expert
- CPA Firm Practice, Las Vegas, U.S. (2004 - 2012)
- Certified Public Accountanct, Nevada, U.S. (1999 - Now)
- Certified Public Accountant, Member if AICPA (1999 - Now)
Lisa Chen
U.S. CPAEducation
Master of Accountancy, George Washington University, U.S.A.
Professional Qualifications
Certified Public Accountant, State of Maryland, U.S.A.
Senior Licensed Securities Broker, Taiwan
Key Areas of Experience
- Name as a 2025 outstanding Financial Professional by Financial Supervisory Commission (FSC)
Background
- Director, Taiwan Insurance Institute
- Deputy Director, Securities and Futures Institute
- Financial Analyst, DHL Express (Taiwan) Corp.
- Audit Associate, Hsinchu Office, PwC Taiwan
- Tax Associate, EY Taiwan
Pursue excellence, and success will follow