Carrie has over ten years of experience in public accounting and serves closely-held businesses, and high net worth individuals and their related entities. Carrie specializes in international tax compliance and consulting services and has substantial experiences with reporting for investments outside of the U.S., including foreign filings (Forms 5471, 8865 and 8858) and the various foreign asset disclosure requirements. Carrie addresses the tax issues of her clients in an integrated manner to optimize planning opportunities to achieve tax savings.
Carrie received her bachelor’s degree in economics with a minor in accounting from the University of California, Los Angeles, and a Master of Business Taxation from the University of Southern California. She is a Certified Public Accountant in the state of California and a member of the California Society of Certified Public Accountants as well as the American Institute of Certified Public Accountants.