Meet Our Team

Our team of certified professionals brings decades of combined experience in tax planning, accounting, and financial advisory services.

Sam Liang

CPA, Founder (15+ yrs experience)

Sam Liang is a CPA and the founder of Tax Fitness Solutions, with 10+ years of U.S. and cross-border tax experience serving high-net-worth families and globally active businesses.

He is known for pairing strategic tax planning with execution—designing structures aligned with business goals, managing risk through compliance discipline, and supporting clients through complex situations such as cross-border investments, entity optimization, real estate strategies, and IRS/state representation.

Lee

CPA, CFO Advisory Lead (15+ yrs experience)

Lee is a US CPA with U.S. undergraduate education and a Master's degree in Accounting. He brings 15+ years of experience in finance and accounting operations, helping startups and growth-stage companies build scalable finance infrastructure—accelerating close, strengthening controls and compliance, and leading ERP implementations aligned with business strategy. He has held key roles including Controller, Finance Manager, and Accounting Manager across life sciences, cleantech, dental practice management, and manufacturing.

Evie

CPA, Tax Specialist (5+ yrs experience)

Evie is a U.S. Certified Public Accountant (CPA) with an undergraduate accounting background and years of hands-on experience in tax compliance, payroll, and accounting review. She has extensive experience serving both individuals and businesses, with a particular focus on high-net-worth tax planning and structuring to enhance long-term tax efficiency while maintaining full compliance. Evie also brings cross-border tax compliance experience, supporting clients with multi-jurisdiction income and overseas asset reporting requirements.

Additionally, Evie emphasizes protecting client interests, excelling at securing deserved tax refunds for clients and providing professional support in tax dispute resolution, communication coordination, and penalty abatement matters to help clients reduce risks and resolve issues prudently.

Lillian

MSA, Tax and Accounting Associate (3+ yrs experience)

Lillian holds a U.S. bachelor's degree in Accounting and a master's degree in Accounting, with a strong foundation in accounting standards and tax compliance. She brings extensive experience supporting restaurant businesses, including revenue recognition, cost and expense classification, payroll, and related compliance requirements—transforming day-to-day bookkeeping into financial information that is reviewable, traceable, and decision-ready. As a Certified QuickBooks Advisor, Lillian is highly skilled in QuickBooks setup and optimization (chart of accounts design, process standardization, reconciliations, and reporting), improving the efficiency and accuracy of financial reporting to support tax filings and ongoing management. She also has hands-on tax filing and documentation experience, helping clients strengthen filing completeness and accuracy and, when eligible, secure appropriate tax refunds while maintaining stable, compliant outcomes.

Lyn

MSA, Tax and Accounting Associate (10+ yrs experience)

Lyn has a strong academic foundation in accounting (undergraduate and graduate-level training) and has built solid hands-on experience in financial accounting and day-to-day bookkeeping operations. She focuses on standardized delivery, following established SOPs to drive document collection and review, reconciliation checks, and basic reporting support. Lyn is proficient in QuickBooks for routine bookkeeping and account reconciliations, and supports payroll processing using Drake Accounting—ensuring accuracy, completeness, and traceable deliverables. She also leverages Excel (PivotTables, VLOOKUP) and Tableau to quickly structure client information, reduce back-and-forth, and improve filing efficiency and turnaround time.

Christina

Bookkeeper (8+ yrs experience)

Christina has years of bookkeeping experience supporting clients in Real Estate and Restaurants. She's skilled at organizing messy transactions into clean, reliable reports, helping owners quickly understand cash flow and performance while keeping records tax-ready. Detail-oriented and efficient, she communicates clearly and delivers practical, actionable solutions—even with limited information.

Experience

Experience Stress-Free Tax and Accounting Services Today

Reach out for a free consultation and discover how we can help streamline your financial processes and set you up for success.

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