Claudia has over 11 years of experience providing tax planning and compliance services to clients, working closely with them to advise on income tax issues, related tax planning, and staying on top of potential technical tax issues and providing solutions. She has extensive expertise in international tax and the complex taxation topics associated with trusts and estates. She serves a broad range of sectors but specializes in working with high-net-worth individuals and family offices and clients in the real estate and hospitality sector.

Claudia has her Master of Science in Taxation from California State University, Northridge, her Master of Accounting from the University of Florida, and her Bachelor of Science in Public Health from National Taiwan University. Claudia is a Certified Public Accountant in California and is a member of the California Society of Public Accountants.  

Professional Experience


Professional and Community Involvement

California Society of Certified Public Accountants

Practice Area & Specialization

Credentials and Certifications

  • CPA, California


MST, California State University, Northridge
MAcc, University of Florida


  • Mandarin
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