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Claire Wang
Client Success Associate
Claire is our Client Account Manager and CPA who is dedicated to helping clients with different financial difficulties. Her passion is helping business owners spend more time doing what they love, while she dives in deep to implement various planning strategies. When not working. Claire is a toddler chaser, video gamer and exerciser
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Rhea
Client Success Associate
Rhea is a client success associate who has been involved in different projects and successfully incorporated her skills into task handling. She enjoys long rides on the motorcycle, especially in nature--Rheas favorite time period for these excursions seems to change depending on how much sunlight shines through!
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Pearl
Client Success Associate
Pearl is our Client Success Associate. She’s been in the fields of research and accounting for years. Proven with her skills, she is great at developing client relationships and working closely with the company to ensure the delivery of quality services. She believes that "all things can be learned, as long as you have the will to do it" On a personal note, Pearl is an animal lover. She has five four-legged fur-buddies and is always up for a new adventure.
Mara Peck
Client Success Associate
Mara is our Client success associate. When at work she
focuses on helping all team members meet their
departmental goals by making sure to provide support in
the needed areas to assist with client needs. When not at
work, Mara enjoys time with her husband and children doing various family activities.
We are Hiring Remote Tax Senior & Remote Accountant
Serving clients across the nation based in Chicago, IL