Payroll and Tax Services
Individual and business tax preparation, tax planning, estimated tax support, payroll processing, payroll tax filings, quarterly and annual payroll reporting, and ongoing employer support.
Trusted financial support for individuals & businesses
Accounting. Tax. Payroll. Mortgage. Financial Planning.
Practical, long-term financial solutions for individuals, families and small business owners.
One TeamMultiple Solutions
We help clients connect accounting, tax, payroll, business finance, mortgage and long-term planning—so important financial decisions are considered together.
What We Do
Services for individuals and business owners
Bookkeeping & Accounting
Monthly bookkeeping, account reconciliation, financial statements, business accounting support and year-end preparation.
Business Financial Support
Cost analysis, financial reporting, internal controls, compliance support, cash-flow review and business planning.
Mortgage Services
Home purchase, refinance, investment-property financing and mortgage planning, available through Cathy Yang.
Wealth Management & Tax Planning
Personalized wealth strategies based on each client’s financial profile, business structure, assets, income and long-term goals, with a focus on balanced asset allocation, risk reduction, retirement planning and tax efficiency.
Business Development & Digital Marketing
Helping restaurants, local businesses and professional service companies improve online visibility and customer acquisition through Google Business Profile optimization, Local SEO, Google Maps visibility, keyword strategy, Google Ads optimization, website SEO and lead-generation planning.
Meet Our Team
Experienced professionals. Practical guidance.
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Ellen Zhu
Founder & Owner
Ellen holds a Master’s degree in Accounting from the University of Illinois Urbana-Champaign and is a Certified Management Accountant (CMA). She brings nearly 20 years of experience in accounting, finance, financial analysis, internal controls and compliance, including senior accounting and finance leadership roles at Lenovo and prior experience with Casio America and Lexmark International.
Focus: Tax • Payroll • Bookkeeping • Accounting • Business Finance • Financial Planning
Phone: 919-802-7288
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Cathy Yang, CPA
Payroll, Tax, Mortgage & Financial Advisor
Cathy earned her Master of Accounting degree from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School. She is a CPA licensed in North Carolina and Washington and has approximately 16 years of experience in accounting, taxation and financial services.
Focus: Tax • Payroll • Bookkeeping • Accounting • Mortgage • Financial Planning
For Business Owners
More than just a tax return
We can support your business throughout the year—from bookkeeping and payroll to tax planning, financial statements, business finance and long-term planning. Our goal is to become a dependable financial partner, not just a once-a-year tax preparer.