TEAMS

US CPA

John Liu

Education

Bachelor of Finance, Portland State University

Professional qualifications and experience.

Certified Public Accountant (CPA) in Washington State, USA
Certified Public Accountant (CPA) in Guam, USA
Certified Public Accountant (CPA) in Hong Kong
Finance Manager at US Taiwan Enterprise Corporation
Business Manager at Technology Co., Ltd.
Transfer Pricing Department, Grant Thornton Taiwan
North China Regional Manager, KEDP
US Tax Manager, KEDP Taipei Office
Head of Trust Department, KEDP

Relevant Qualifications

Provided tax and asset management planning for numerous high-net-worth clients, including US citizens, non-US citizens, and individuals with multiple nationalities.
Assisted clients with establishing cross-border asset structures through domestic and international trusts, holding companies, and insurance, achieving optimal asset allocation for tax savings and asset protection.
Assisted clients in achieving tax compliance by voluntarily disclosing overseas assets and income from previous years to the tax authorities.
Expertise in green card landing and asset planning, offering professional guidance to ensure clients receive optimal tax arrangements during the immigration process.
Provided advice and guidance on estate tax reporting for non-US citizens’ domestic estates and global estates of US citizens.
Collaborated with numerous immigration firms, accounting firms, and family offices, providing US tax training and consulting services.

US CPA

Jonathan Hsu

Education

Master of Accounting, Seattle University, Washington State, USA
Bachelor of Accounting, Seattle University, Washington State, USA

Professional qualifications and experience.

Certified Public Accountant (CPA) in New York State, USA
Certified Public Accountant (CPA) in Guam, USA
Formerly worked at PricewaterhouseCoopers (PwC) in the US Tax Department
Formerly worked at KEDP in the US Tax Department

Relevant Qualifications

Specialize in individual, corporate, and trust tax filing and accounting procedures, as well as Simplified Filing Compliance (SFC). Provide optimal tax planning for high-net-worth clients under compliance requirements.
Expertise in Controlled Foreign Corporation (CFC) overseas company planning, utilizing specialized tax frameworks to mitigate tax risks.
Assist dual citizens with pre-immigration planning and expatriation consultation processes for various tax issues, ensuring the protection of client interests to the fullest extent.
Responsible for negotiating with the Internal Revenue Service (IRS), assisting in handling IRS Notices, and conducting tax discussions for specific cases over the phone.
Provide services for the establishment of non-profit organizations and tax compliance.
Offer consultation on FATCA reporting and disclosures.
Collaborate with numerous immigration firms, accounting firms, and family offices to provide training and consultation on US trusts.

Attorney at Law (Admitted in New York)

Sherry Liu

Education

Bachelor of Laws (LL.B.), Soochow University
Master of Laws (LL.M.), University of Illinois at Urbana-Champaign

Professional qualifications and experience.

Admitted to practice law in the State of New York, U.S.A.
Worked in the Trust Department at KEDP for the past three years

Disclaimer

Legal services are provided solely by Sherry Liu in her individual capacity. JS Tax CPA PLLC is not a law firm and does not provide legal services. Legal engagements and fees are separate from JS Tax CPA’s and are not shared with non-lawyers. Clients may engage independent counsel of their choosing. The attorney-client privilege applies only to communications within Ms. Liu’s legal representation.

Relevant Qualifications

Drafting and reviewing U.S. trust instruments for high-net-worth clients, including U.S. citizens, non-U.S. citizens, and dual nationals, on matters of U.S. federal and New York law, or in coordination with locally admitted counsel as required.
Advising on the formation of U.S. entities (LLCs and corporations) under applicable U.S. law, in coordination with locally admitted counsel where the entity is organized outside New York.
Coordinating with licensed corporate trustees and U.S. financial institutions in connection with the ongoing administration of client trust structures.
Providing training and educational materials on U.S. trust concepts to immigration consultants, accounting firms, and family offices.

US CPA

Cris Zhu

cris.zhu@jstaxcpa.com

Education

Master of Accounting, Seattle University, Washington State, USA
Bachelor of Accounting, Seattle University, Washington State, USA

Professional qualifications and experience.

Certified Public Accountant (CPA) in Guam, USA
Formerly worked at Friedman LLP in the Audit Department.
Formerly worked at Marcum Asia CPAs LLP in the Audit Department.
Formerly worked at Malone-Bailey LLP in the Audit Department.
Finance Manager at Tangniu Technology Co., Ltd.

Relevant Qualifications

Focused on the analysis of financial statements, covering key areas such as costs, expenses, revenues, and taxes, ensuring transparency and accurately reflecting the company’s financial condition.
Responsible for leading the standardized preparation of financial statements, assisting the company in achieving efficient and compliant tax filings, and supporting its long-term stable growth.
Actively participated in the review of tax projects, providing professional insights into potential tax risks and helping the company optimize its tax strategies.
Analyzed and evaluated financial and tax-related reports provided by external parties, offering professional improvement suggestions to ensure reasonable valuations and maintain market competitiveness.
Delivered tailored tax and financial consulting services, addressing complex tax challenges and helping the company enhance financial governance and decision-making efficiency.

Taiwan CPA

Josephine Wang

Education

Master of Science in Financial Management, Iowa State University, USA
Bachelor of Arts in Public Finance, National Chengchi University

Professional qualifications and experience.

Certified Public Accountant (CPA), R.O.C. (Taiwan)
CPA Certificate, State of Iowa, USA
Director, Family Office
Tax Advisory Manager, Manulife Taiwan
Assistant Manager, Scotiabank Taipei Branch
Financial Officer, International Cooperation and Development Fund (TaiwanICDF)
Tax and Investment Department, PwC Taiwan

Relevant Qualifications

Tax advisory and planning for individuals and families.
Tailored domestic and offshore family succession planning solutions.
Cross-border asset allocation advice & asset management based on wealth preservation and succession.
Review and evaluation of wealth succession tools.
Seminars, lectures, and professional training.

Regional Manager for the United States

Tina Yen

Education

Bachelor’s degree in Accounting from the University of Southern California (USC)

Professional qualifications and experience.

Certified Public Accountant (CPA) registered in Los Angeles, California, USA
Previously worked at several accounting firms

Relevant Qualifications

With over ten years of service in the accounting field, providing tax planning and tax preparation services to numerous clients, assisting them in effectively managing tax risks.
Proficient in tax regulations, ensuring transparency and compliance of clients’ financial status through accurate preparation of financial statements.
Offering professional bookkeeping services tailored to different types of companies, maintaining accurate and comprehensive financial records.
Collaborating with numerous domestic companies to provide payroll services, ensuring timely and accurate payment of employee salaries.
Providing business consulting services to assist clients in making informed business decisions.

Regional Manager for Shanghai, China

Simona Yin

Education

Bachelor’s degree in Accounting from Florida State University

Professional qualifications and experience.

Tax Manager at Shanghai Huifeng Economic Management Consulting Services Co., Ltd.
Tax Trainer at Shanghai Huiren Training School Co., Ltd.
General Manager at Shanghai Huifeng International Business Consulting Co., Ltd.
Previously worked at a renowned US accounting firm

Relevant Qualifications

Served as Regional Manager in Shanghai, with twelve years of extensive experience in accounting and taxation, specializing in international tax and accounting services.
Successfully planned and provided tax planning and consulting services for over 1,500 cases involving US investment enterprises and individuals.
Familiar with US domestic and international tax regulations, skilled in handling tax planning before and after immigration, and proficient in responding to IRS audit demands effectively.
With practical experience in tax planning before immigrating to the US, fund flow management, bank account management, and future investments in US real estate, providing comprehensive guidance and support to clients.