Jenny’s current professional focuses are tax services for privately held corporations, technology companies, multinational and individual entities, partnerships and international estate and trusts. Her areas of expertise include accounting and auditing for privately held companies, private equity funds, technology companies, professional service firms, retirement plans and entities regulated by the Small Business Administration (SBA). She is fluent in both Mandarin and Cantonese.

Jenny has over ten years of public accounting experience. Prior to coming to the U.S., she worked at PWC Hong Kong where she focused on planning and compliance for expatriates, joint ventures and fortune 500 companies' Asian subsidiaries. After joining the accounting force in the US, Jenny’s focus shifted from fortune 500 companies to mid-size and smaller size companies, allowing her to provide more personal, hands-on and responsive services. The various positions she’s held at both international big firms and smaller regional public accounting firms has enabled her to gain international experience while developing a wide range of technical and customer service skills.

Jenny provides business consulting services to many clients, including assisting business management in solving accounting issues, helping to improve business processes and internal controls, analyzing profitability and efficiency, and providing due diligence service for new ventures. She also has extensive experience in tax controversy and IRS audits, including LMSB (now LB&I) and international tax audits involving complicated international tax issues (such as transfer pricing, entity classification, merger and acquisition issues, intangible assets, cross-border transfers, OVDP, foreign trusts and estate reporting and compliance, R&D credit claims, and multi-tier partnership audits).

Education:

• Zhejiang University, B.S.
• San Francisco State University, M.S. Accounting
• San Jose State University, M.S.T

Licensing/ Certifications:

• Certified Public Accountant (California)
• Trust and Estate Practitioner (T.E.P)

Memberships/ Affiliations

• Society of Trust and Estate Practitioners (STEP)
• California Society of Certified Public Accountants (CalCPA)
• Santa Clara County Estate Planning Council (SCCEPC)
• Monte Jade Science and Technology Association
• Asian American Multi-technology Association
• China American Semiconductor Professional Association
• Zhejiang University Alumni Association (Northern American)