Sam 是美国注册会计师（CPA），是 Tax Fitness Solutions 创始人，拥有超过十年的美国本地与跨境税务经验，专注服务高净值家庭、跨境企业家与成长型企业。

他以"清晰的税务路径 + 可执行的落地方案"为导向，结合业务目标设计结构、提前规划现金流与税负，并在关键节点提供合规把关与风险控制。无论是跨境投资结构、实体选择与重组、房地产相关税务策略，还是 IRS/州税务沟通与代表，Sam 都坚持用透明、可量化的方式交付长期价值。

Sam Liang is a CPA and the founder of Tax Fitness Solutions, with 10+ years of U.S. and cross-border tax experience serving high-net-worth families and globally active businesses.

He is known for pairing strategic tax planning with execution—designing structures aligned with business goals, managing risk through compliance discipline, and supporting clients through complex situations such as cross-border investments, entity optimization, real estate strategies, and IRS/state representation.

Lee 是美国注册会计师(CPA)，拥有美国本科教育背景与美国会计硕士学位，并具备15年以上财务与会计运营管理经验，专注为初创与成长型企业搭建"可规模化"的财务运营体系：从月结关账、内控与合规，到审计与税务协同，以及 ERP/财务系统实施与流程优化，让财务真正成为管理层的经营引擎。

他曾担任 Controller、Finance Manager、Accounting Manager 等核心岗位，服务跨境贸易、生命科学、清洁科技、口腔连锁管理与制造业等行业，具备跨行业落地能力，能够快速理解业务模型并建立可复制、可扩展的财务基础设施。

Lee is a US CPA with U.S. undergraduate education and a Master's degree in Accounting. He brings 15+ years of experience in finance and accounting operations, helping startups and growth-stage companies build scalable finance infrastructure—accelerating close, strengthening controls and compliance, and leading ERP implementations aligned with business strategy. He has held key roles including Controller, Finance Manager, and Accounting Manager across life sciences, cleantech, dental practice management, and manufacturing.

Evie 是美国注册会计师（CPA），拥有美国本科会计背景，并在税务合规、Payroll（薪资税务）与会计审阅（Accounting Review）方面具备多年实务经验。她长期服务个人与企业客户，尤其专注于高净值人士的税务规划与结构优化，在严格合规的前提下提升税务确定性与长期规划效果。

此外，Evie 具备跨境税务合规经验，可支持涉及多地区收入与海外资产申报的复杂税务需求。同时，Evie 注重维护客户利益，善于为客户争取应得的税务退税（Tax Refund），并在税务争议处理、沟通协调及罚款减免（Penalty Abatement）等事项中提供专业支持，帮助客户降低风险、稳妥解决问题。

Evie is a U.S. Certified Public Accountant (CPA) with an undergraduate accounting background and years of hands-on experience in tax compliance, payroll, and accounting review. She has extensive experience serving both individuals and businesses, with a particular focus on high-net-worth tax planning and structuring to enhance long-term tax efficiency while maintaining full compliance. Evie also brings cross-border tax compliance experience, supporting clients with multi-jurisdiction income and overseas asset reporting requirements.

Additionally, Evie emphasizes protecting client interests, excelling at securing deserved tax refunds for clients and providing professional support in tax dispute resolution, communication coordination, and penalty abatement matters to help clients reduce risks and resolve issues prudently.

Lillian 拥有美国会计学本科与会计学硕士教育背景，具备扎实的会计准则与税务合规基础。她在餐饮行业财务与税务服务方面经验丰富，熟悉收入确认、成本费用归集、工资与税务合规等关键环节，能够将日常账务整理为可审阅、可追溯、可用于决策的财务信息。

作为 Certified QuickBooks Advisor，Lillian精通 QuickBooks 的系统搭建与优化（科目规划、流程标准化、对账与报表输出），提升财务报告的效率与准确性，为税务申报与经营管理提供可靠数据基础。同时，Lillian具备税务申报与资料整理经验，协助客户提高申报完整性与准确性，并在合规前提下争取合理的 tax refund，实现更稳定的税务结果。

Lillian holds a U.S. bachelor's degree in Accounting and a master's degree in Accounting, with a strong foundation in accounting standards and tax compliance. She brings extensive experience supporting restaurant businesses, including revenue recognition, cost and expense classification, payroll, and related compliance requirements—transforming day-to-day bookkeeping into financial information that is reviewable, traceable, and decision-ready. As a Certified QuickBooks Advisor, Lillian is highly skilled in QuickBooks setup and optimization (chart of accounts design, process standardization, reconciliations, and reporting), improving the efficiency and accuracy of financial reporting to support tax filings and ongoing management. She also has hands-on tax filing and documentation experience, helping clients strengthen filing completeness and accuracy and, when eligible, secure appropriate tax refunds while maintaining stable, compliant outcomes.

Lyn 拥有扎实的会计学术背景（会计本科与研究生学习经历），并积累了多项财务会计与账务处理的实操经验。她专注于标准化交付流程，擅长在既定 SOP 下推进资料收集与审核、账务核对与基础报表支持。Lyn 熟练使用 QuickBooks 进行日常记账与对账，并参与 Payroll 处理（Drake Accounting），确保数据准确、记录完整、交付可追踪。

同时，她具备 Excel（PivotTables、VLOOKUP）与 Tableau 分析能力，能将客户信息快速结构化，减少反复沟通，提高申报与交付效率。

Lyn has a strong academic foundation in accounting (undergraduate and graduate-level training) and has built solid hands-on experience in financial accounting and day-to-day bookkeeping operations. She focuses on standardized delivery, following established SOPs to drive document collection and review, reconciliation checks, and basic reporting support. Lyn is proficient in QuickBooks for routine bookkeeping and account reconciliations, and supports payroll processing using Drake Accounting—ensuring accuracy, completeness, and traceable deliverables. She also leverages Excel (PivotTables, VLOOKUP) and Tableau to quickly structure client information, reduce back-and-forth, and improve filing efficiency and turnaround time.

Christina 拥有多年记账与账务管理经验，长期服务于房地产（Real Estate）与餐饮（Restaurant）行业客户，对行业常见的账务结构、成本归集、收入确认、费用分类与月度结账流程非常熟悉。擅长把"杂乱交易"整理成"清晰报表"，帮助企业主快速看懂现金流与经营表现，并为后续报税与合规打好基础。

在日常工作中，Christina 注重细节与效率，沟通风格清晰、务实，能在有限资料条件下快速定位问题并提出可落地的处理方案。

Christina has years of bookkeeping experience supporting clients in Real Estate and Restaurants. She's skilled at organizing messy transactions into clean, reliable reports, helping owners quickly understand cash flow and performance while keeping records tax-ready. Detail-oriented and efficient, she communicates clearly and delivers practical, actionable solutions—even with limited information.