*The price for basic e-filed tax returns with up to 2 Forms W-2 or SSA-1099 is $399. This includes the federal individual income tax return and one California state return. For additional tax items, please refer to .
Our Team
Joseph Zhu, CPA
Tax and Accounting Manager
As a seasoned and licensed Certified Public Accountant (CPA) with over five years of professional experience, I bring a diverse wealth of expertise to the table. My prior background working at a top 20 CPA & Consulting firm has allowed me to work on the tax returns of multi millionaires, work through complicated multi layered entity structures, and advise on financial planning. Additionally, my experience working at TurboTax has given me exposure to the everyday individual, small business owners, and real estate owners. These integral experiences with individuals and businesses of various economical sizes allows me to understand the unique needs of each at every stage.
Jess Cai, CPA
Staff Accountant
I am a licensed CPA with extensive experience in accounting, having worked at PricewaterhouseCoopers and Opendoor Labs, Inc., whose IPO I was involved in (Dec 2020). In both roles, I have had to research and advise on complex accounting topics, such as when I helped establish accounting practices and methodology for Opendoor, which is a growing company. My investigative accounting skills help me comb through the tax code to deliver the best and most accurate solutions for our clients. My experience at both companies has taught me how to navigate uncertainty amidst tight deadlines while prioritizing client relationships and stakeholders’ needs.
Daniel Choi
Staff Accountant
I specialize in personal income tax services and financial record management, while also overseeing administrative tasks. I'm committed to tailoring solutions to meet our clients' tax needs with precision. With a degree in economics, I bring a robust understanding of financial principles to my work. I focus on individual tax preparation, bookkeeping, and administrative duties. Committed to becoming a CPA, I’m actively working towards fulfilling the necessary academic requirements. Outside of work, I enjoy traveling and writing novels.