Meet the professionals

Kelly F. Yang, EA, is a member of NAEA, and has been recognized by thousands of clients as a warm, honest and intelligent tax professional.

 

With the extensive working experience and graduated with B.S. in International Business and Master of Business Taxation from University of Minnesota-Carlson School of Business, she is specialized in complicated tax returns, and provides full range tax services with a proactive approach, taking into account both short-term and long-term goals.

 

She was a former Territorial Manager of the IRS VITA program, her excellent service has been granted the “Outstanding Achievement Award” by the Internal Revenue Service.

 

She was a partner of another accounting firm in the Northern California before joining our firm.

 

Jennifer Feng , with 10 years experience in Financial Services representing the highest rated insurance and investment firms and their products. Jennifer prides herself in providing personaladvice and solutions to insure her clients’ health, life and financial security. Her teamcomprehensive services include consultation on insurance, estate and business succession planning, global asset allocation for business and families.

 

Jennifer is alumna of Peking University and University of Hawaii at Manoa. Premium Association Member of Million Dollar Round table since 2005 and Member NAIFA since 2006.

 

Married for over 20 years, Jennifer is a mother of two young children, she enjoys her contemporary dance classes, writing and the culinary arts.

 

Nancy Cathy has been with the firm since 2004.  She brings over more than ten years of experience in various roles in financial service industry.  Her deep experience and broad knowledge allow her to respond to client questions with great effectiveness.  She is a key player in the administration of our firm and offers great caring and concern for our clients.