Your Partner for Clear and Confident Financial Decisions

At Highpoint Zone CPA Firm, we integrate deep accounting expertise with forward-thinking business strategy. With years of experience serving both individuals and small businesses, we are dedicated to providing strategic guidance that goes beyond conventional bookkeeping and tax filing.

Meet Our Strategic Leadership

Joe Yuan (Founder, CPA)

Joe ensures your financial foundation is solid and reliable, bringing extensive experience from the Big Four.

  • PwC Deals Manager Experience: With over 10 years of experience at PwC, Joe served as a Deals Manager, specializing in complex corporate transactions.
  • Tax Preparation and Planning Expert: He is highly proficient in personal and business tax filing, offering proactive tax planning advice to maximize your tax relief.
  • Comprehensive Accounting Assurance: Beyond tax, Joe is skilled in audit and all other common accounting services, ensuring your financial reports are accurate and fully compliant.

Lucas Zhang (Business Consultant)

Lucas holds a Ph.D. in Financial Mathematics and brings years of business consulting experience, focusing on high-level corporate strategy and operational efficiency.

  • Business Strategy: Expertise in business model analysis, market positioning, revenue structure optimization, and long-term growth planning.
  • Business Formation: Provides structural comparisons, tax impact analysis, and assistance with EIN application and compliance registration.
  • Operational Consulting: Focuses on improving workflow efficiency, establishing effective AP/AR processes, and deploying automation tools (e.g., QuickBooks, NetSuite).

Vicky Zhou (Senior Accountant)

Vicky is a highly experienced Senior Accountant with a diverse background in various sectors.

  • Diverse Sector Experience: Possesses extensive accounting experience in law firms, CPA firms, and non-profit organizations.
  • Bookkeeping & Tax Expertise: Proficient in comprehensive bookkeeping, tax preparation, and accounts payable management.
  • Small Business Focus: Specializes in navigating various financial issues related to small corporations and private practices.

Our Commitment

Highpoint Zone CPA Firm is committed to being your most trusted partner. We don't just handle the numbers—we help you make clear, confident financial decisions to achieve your long-term business goals.

Schedule Your Free Consultation Today