Our Team

Our Team

 

Tao Xie, CPA

Co-Founder & Tax Partner


Tao is the co-founder of RFS, bringing a wealth of experience in tax practice to the forefront. With a distinguished career spanning many years, Tao has become a trusted tax professional and financial advisor, catering to the needs of both individual clients and business owners. His expertise extends across multiple industries, specializing in the real estate industry and e-commerce. Additionally, Tao excels in providing strategic guidance for clients with foreign assets, navigating the complexities of international taxation with precision.

 

Nicole Sun, CPA

Co-Founder & Director of Operation


Nicole is a trailblazing financial professional whose journey began at Ernst and Young, where she cultivated a strong foundation in assurance. As the Co-Founder and Director of Operation, Nicole not only brings a wealth of financial acumen to her role but also leverages her extensive experience to navigate complexities and drive success.Her career reflects a commitment to excellence, innovation, and a relentless pursuit of expertise that sets her apart in the ever-evolving landscape of finance and entrepreneurship.

 

Mike Wu, CPA

Tax Partner


Mike Wu is a California-based tax return specialist specializing in the hospitality, logistics, and e-commerce sectors. Armed with a solid background in accounting, Mike has become a trusted advisor for businesses seeking meticulous financial guidance. With a focus on the trucking industry, Mike's expertise extends to navigating California's tax regulations. His client-centric approach fosters long-term relationships, ensuring personalized solutions that go beyond compliance. In the dynamic realm of e-commerce, he adapts strategies to meet evolving business needs.

 

Mike Liu

Director of Business Developement


Formerly employed at Ernst & Young USA, specializing in providing professional services in the areas of taxation and transactions for senior executives of publicly traded companies and high-net-worth individuals across borders. Possesses extensive experience, including consultation on pre-IPO Sarbanes-Oxley (SOX) preparation and internal control services for listed companies in the United States.

 

Windy Wang

Director of Business Development


Windy Wang is a professional focused on the life insurance industry, dedicated to helping clients safeguard the stable appreciation of family assets and mitigate various risks. As a senior insurance advisor, she is well-versed in the types and characteristics of insurance products, able to tailor the most suitable insurance solutions based on clients' needs. Whether in family wealth planning or risk management, Windy Wang has earned the trust and respect of clients through her professional knowledge and personalized service.


 


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(475) 529-1369