Karen has more than 20 years of experience in public accounting: providing tax compliance, planning and consulting to high net worth individuals, closely held businesses, private and public companies. She has successfully represented individuals and businesses before the Internal Revenue Service and Franchise Tax Board.

Karen was born and raised in Beijing, China where she received her Bachelor’s degree in Environmental Engineering from Beijing Polytechnics University. She then moved to Melbourne, Australia, where she obtained her degree in Business Administration from the Royal Melbourne Institute of Technology. Prior to joining our team, Karen spent three years with PwC at their Melbourne and San Francisco offices, where she developed great experience in corporate taxes and R&D consulting. She became a licensed CPA in 2001.

When she’s not working, Karen enjoys spending time with friends and family, cheering youth sports (many) that their kids play and collecting timepieces.