Mingjun Zhu, CPA
Mingjun is the founder of this CPA firm. She earned her Master’s degree in Accounting in 2008 from the Kelley School of Business at Indiana University in Indianapolis. Mingjun began her tax career as a volunteer tax preparer at United Way, and then she developed a strong foundation in serving individuals and small businesses.
After relocating with her family to North Carolina in 2009, MJ gained extensive experience working with three different industry employers across various accounting and tax roles. In 2019, she established her own CPA firm, bringing together years of industry knowledge and client-focused service. Her professionalism and dedication have earned her a strong reputation and long-term client trust.
Lily Chen, EA
Lily is an Enrolled Agent (EA) based in North Carolina, with over 10 years of local practice experience. She holds a Master of Business Administration degree and specializes in business taxation. With more than 15 years of experience in tax planning and compliance, Lily provides comprehensive tax services for both businesses and individuals.
Her expertise includes multi-state and federal tax planning for families with investment in real estate and foreign assets. Lily also works closely with small businesses, offering services such as entity formation, business tax planning, tax review and filing, and representation before the IRS and state tax authorities in tax disputes and appeals.
Andy Wang, EA
Andy Wang is an Federal Enrolled Agent(EA) based in NC. He has an MBA degree and has been engaged in financial management for nearly 20 years and served as an assistant president in a state-owned public listed company in China.
Andy has transnational financial and tax experience. He is also a member of British ACCA and Chinese CPA. After moving to U.S. in 2019, Andy focused on research and practice in the field of U.S. taxation, providing tax services to over 200 clients every year.
Yuki graduated from with Master degree in Accounting, CPA candidate
Yuki Duan, Senior Accoutant
Yuki holds a Master’s degree in Accounting from the University of California, Irvine, and is currently a CPA candidate. In 2022, she interned at PwC in Beijing, where she participated in client financial reviews and analysis, gaining hands-on experience in professional accounting and advisory services. She currently focuses on financial analysis, forecasting, and modeling to support clients’ business decisions, including analyzing profitability, cost structures, and key performance indicators. She also conducts tax research and stays up to date with current tax laws and regulations.
