Team

Mrs. Xue got her Master of Science in Accounting from Rutgers University Business School. Then Alisha worked as accountant for couple multinational corporations in different industries. She is very experienced in financial accounting and corporate tax area. Mrs. Xue got her B.A degree of accounting from Liaoning University, a top 211 university in China. Before she came to USA (2014), Alisha worked as Chief Accountant in Chinese large state-owned enterprise in the mainland China and worked focus on accounting, auditing and IPO process. So, her working background made her deep understand for both Chinese and American tax and accounting area. Also, she quite understands what kind of service clients needs, especially for those with international background and new immigrants.

Alisha lives with her two sons and her husband in Bayonne, NJ. She actively participates in Chinese community events and her favorite leisure activities are skating, reading and travel.

Alisha Xue, CPA
(Founder)

Mr. Li has fully financial license as series 7, 63, 65 and life& health insurance license. He graduated from M.S in Finance of Bentley University, a top business school in USA. Leon worked as stock trader and foreign currency analyst in couple wall street companies. Also, he worked as financial advisor for couple different insurance companies. Mr. Li got his Certified Financial Planner in financial service industry. He is experienced with retirement planning, tax planning and insurance planning.

Leon Li, CFP ®
(Partner)

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