GEORGE XU, CPA, Founder

WELCOME! We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them!...

George has been in the public accounting field since 1993. George specializes in a variety of solutions including tax planning, tax preparation, compilations, audits, and reviews. He leads a team of 10 experienced accountants and uses his expertise to achieve his clients goals. On his spare time, George likes to spend time taking pictures of fall foliage and hiking before the snow begins to fall.

TAX PREPARATION Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

CLIENT PARTOL Our robust investigative team looks into every little detail and strives to find effective legal and ethical solutions aimed for success ....

Our Team




Linda Zheng

Position: Staff Accountant
Experience: 15 year public accounting experiences: NYS and multistate sales and payroll tax filing;
preparation of federal, NYS, and multistate individual tax returns.
Email:  linda.zheng@xucpa.com  
sales_payroll@xucpa.com
Telephone Extension Number: 102
Language: English and Chinese (Cantonese and Mandarin)

Simon Shu

Position: Staff Accountant
Degree: Master of Science in Accounting from Fordham University
Experience: 3 year public accounting experiences: preparation of c-corporation, s-corporation, and
partnership tax returns; preparation and analysis of financial statements; payroll and sales tax
reconciliation; assistance in government audit and resolution; preparation of individual tax returns and
foreign financial asset reporting.
Email:  simon.shu@xucpa.com
Telephone Extension Number: 104
Language: English and Chinese (Mandarin and Shanghainese)

Amy Zhu

Position: Staff Accountant
Experience: 5 year public accounting and 20 year managerial accounting experiences: preparation of
corporation tax and individual tax; entity formation and dissolution; business license registration.
Email:  amy.zhu@xucpa.com
Telephone Extension Number: 100 or 115
Language: English and Chinese (Mandarin, Shanghainese, and Cantonese)

Karen Wang

Position: Staff Accountant
Degree: Master of Science in Marketing from Florida Institute of Technology
Certificate: IRS Enrolled Agent
Experience: 3 year public and 2 three year private accounting experiences: bookkeeping; financial
statement preparation; preparation of payroll, sales, and corporation tax returns.
Email:  karen.wang@xucpa.com
Telephone Extension Number: 103
Language: English and Chinese (Mandarin)

Mia Huang

Position: Staff Accountant
Degree: Bachelor of Science in Accounting from Queens College
Experience: 3 year public accounting experiences: bookkeeping; preparation of payroll, sales, business,
and personal tax returns; placement and consulting on business insurance, such as general liability
insurance, worker’s compensation, and disability insurance; insurance audit reconciliation.
Email:   mia.huang@xucpa.com
Telephone Extension Number: 106
Language: English and Chinese (Mandarin and Fujianese)

Sensi Xu

Position: Staff Accountant
Degree: Bachelor of Science in Finance from the University of Findlay
Certificate: IRS Enrolled Agent
Experience: 3 year public accounting experiences: preparation of multistate individual tax returns;
foreign financial assets reporting (including FBAR/FinCEN reporting and foreign corporation reporting);
preparation of payroll tax, sales tax, and corporation tax returns.
Email:   sensi.xu@xucpa.com
Telephone Extension Number: 110
Language: English and Chinese (Mandarin)

Becky Xie

Position: Staff Accountant
Degree: Master of Science in Accounting from Pace University
Certificate: CPA License Pending
Experience: 3 year public accounting experiences: preparation of individual, c-corporation, s-
corporation, and partnership tax returns; preparation of payroll and sales tax returns; bookkeeping;
preparation and analysis of financial statements.
Email:  becky.xie@xucpa.com
Telephone Extension Number: 100
Language: English and Chinese (Mandarin)

Kenneth Lau

Position: Staff Accountant
Degree: Bachelor of Science in Accounting from Queens College
Experience: 9 year public accounting experiences: bookkeeping; preparation of payroll tax, sales tax, and
corporation tax returns.
Email:   kenneth.lau@xucpa.com
Telephone Extension Number: 105 or 111
Language: English and Chinese (Cantonese)

Alice Xu

Position: Staff Accountant
Experience: 15 year combined public and private accounting experiences: preparation of payroll tax,
sales tax, business tax, and individual tax returns; multistate annual report filing.
Email:    alice.xu@xucpa.com
Telephone Extension Number: 107
Language: English, Chinese (Mandarin and Shanghainese), and Japanese

Ben Fu

Position: Assistant Accountant
Degree: Master of Science in Risk Management from Colorado State University
Experience: 1 year public accounting experiences: preparation of individual, c-corporation, s-
corporation, and partnership tax returns; preparation of payroll and sales tax returns; bookkeeping.
Email:    ben.fu@xucpa.com
Telephone Extension Number: 111
Language: English and Chinese (Mandarin)

Molly Shi

Position: Assistant Accountant
Degree: Bachelor of Science in Accounting from Queens College
Experience: 1 year public accounting experiences: preparation of individual tax returns; preparation of
payroll and sales tax returns; bookkeeping.
Email:    mimi.shi@xucpa.com
Telephone Extension Number: 101
Language: English and Chinese (Mandarin)

 

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