Who are we?
Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality.
Meet the teams
Anita Chen
Anita Chen is a distinguished accountant and IRS Enrolled Agent, holding a Master’s degree in Accounting. Her career commenced in public accounting at Deloitte, where she cultivated extensive expertise over four years, serving corporate and high-net-worth individual clients across diverse industries.
Building upon a robust foundation in tax compliance and advisory, Anita has since expanded her specialization to the technology, real estate, and financial services sectors. Based on the South Shore of Massachusetts, she expertly serves real estate investors, professional business owners, high-income individuals and families, and foreign nationals navigating U.S. tax obligations.
Anita’s proficiency includes guiding clients through 1031 exchanges, optimizing rental property deductions, and strategically structuring LLCs and S-corporations for enhanced tax efficiency. She provides invaluable counsel to small business owners, including physicians, consultants, and independent contractors, on strategic planning for S-corporation elections, estimated tax payments, and retirement plan contributions.
Her work with international clients encompasses foreign investment structuring, FATCA and FBAR compliance, and leveraging U.S.-China tax treaty benefits. Whether assisting a nascent investor or advising a global clientele, Anita is renowned for her lucid communication, meticulous analysis, and bespoke approach to every client engagement.
Sherry Luo
Sherry is an accomplished Enrolled Agent based in Massachusetts, boasting over a decade of comprehensive expertise in individual, corporate, and public accounting taxation. She is celebrated for her ability to demystify intricate financial and tax matters, empowering clients with clarity and confidence through personalized strategies that meticulously minimize tax liabilities and ensure strict compliance.
Sherry’s career is distinguished by a diverse array of professional experiences. She initiated her journey within local CPA firms, forging a strong foundation in tax and accounting services. Subsequently, she ascended to roles at a prominent private equity firm and a leading global tax firm employing over 20,000 professionals. In these capacities, she honed her specialization in complex international tax matters, further refining her adeptness at navigating cross-border regulations and sophisticated tax structures.
Sherry holds a Bachelor of Science degree in Business Administration with a concentration in Accounting from Suffolk University. Her amalgamation of profound technical knowledge, hands-on experience, and a client-centric methodology establishes her as a highly trusted advisor for both individuals and businesses seeking expert tax guidance.