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Taking Your Business to
the Next Level

We are not just your typical outside accountants. We strive to act as a partner of you or your business.

Meet the Team

Chao has broad tax compliance and planning experience in individual, trust, business entities, nonprofit organizations, and private foundations. He started working in the public accounting field with Deloitte Tax LLP in 2015.

Chao is a licensed CPA for both California and Illinois and is also a Certified Management Account. Other than that, Chao is a licensed California Life, Accident & Health or Sickness Insurance Producer. 


Chao has a Bachelor Degree in Economics from Beijing Studies University and an MSA Degree from Loyola University Chicago.

MD has been working in public accounting field since year 2005. He has extensive experience in working with high net worth individuals, non-profits, corporations, and partnerships. His experience includes coordinating with headquarters of multinational companies as well as Asian and South American companies which have operations in the U.S.

MD’s expertise includes: setting up new accounting systems, cleaning-up poorly kept accounting records, reconciling complex security and investment brokerage accounts, training outside accountants to work more efficiently, and dealing with various accounting systems with a high volume of transactions. He also provides controller services to mid-size organizations. 

MD has a B.S. Degree in Accounting from Woodbury University and an MBA in Finance degree from University of La Verne. He is fluent in multiple languages including English, Bengali, Hindi and Urdu.

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