My passion is helping individuals and businesses with their accounting and taxes as they continue to pursue their own dreams.
Ivy has over 10 years of experience in various aspects of accounting and taxes. She earned her Certified Public Accountant (CPA) certification in New York and Washington State.
Born in mainland China, Ivy’s family moved to Hong Kong when she was seven years old to pursue a better life. Growing up in Hong Kong, Ivy learned the value of hard work and inherited a spirit of entrepreneurship from her parents.
In 1997, Ivy came to the USA as an exchange student. She received her Bachelor degree in accounting from Carson-Newman University. Ivy lived with an amazing elderly widow in Tennessee, who showed her true American culture and beliefs.
Ivy is grateful for her first employer and mentor, A CPA in the center of New York City, who took a chance to hire a young college graduate. She worked at this boutique CPA firm for 6 years; working closely with high net-worth businesses and wealthy individuals. Throughout this tenure, Ivy gained extensive experience in all areas of accounting and taxes, from financial compilation to tax compliance.
In 2010, Ivy and her husband moved to Washington State to start a family. Since arrival, she continues to broaden her CPA skills and experience in both private and public accounting practices, working closely with clients from all walks of life. Ivy works diligently to meet a diverse range of client needs; from basic financial reviews to successfully defending clients against IRS claims.
Ivy has a passion for helping individuals and small businesses maintain their accounting records and tax compliance. Ivy is pursuing her American dream, and wishes to use to her expertise to help others fulfill their dreams.