Joli Chu

How it started

It was challenging and stressful handling my taxes each year before the April deadline. Using TurboTax, I consistently lacked complete confidence in fully taking advantage of all the available tax codes. Many of my friends feel the similar dissatisfaction with their CPAs and tax preparers. This led me to the realization that a more efficient solution was needed. Therefore, I chose to become the solution. Now, I dedicate myself to unravelling the complexities of tax codes, helping my clients get the best tax savings.


  • Enrolled Agent
  • MBA University of Illinois Urbana Champaign.
  • Passed CFA (Chartered Financial Analyst) Level 3.

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Are you ready to take control of your taxes? Let our team of expert tax professionals help you through the process. We offer a free consultation!