Yu (Eddie) Zhao, CPA

Co-Founder & Managing Director

My name is Eddie, a Certified Public Accountant, and a real estate investor with a portfolio of nearly 50 doors across 3 states. I’ve accumulated more than a decade- worth of knowledge and expertise in accounting & tax from working with one of the Big 4 public accounting firms, serving publicly traded Fortune 500 companies, as well as privately held start-ups. Across the span of my career, I’ve spent the majority of my time serving mainly the big players in the industry.

However, after I grew a successful real estate portfolio and started showing others how to do the same while leveraging the tax code to their advantage, I realized my true passion lies with guiding individuals and small business owners like you in keeping more of your hard-earned money in your pockets with proven tax planning strategies.

Aside from nerding over the newest tax guidance or helping my clients implement smart tax strategies, you’ll either find me on the mats training Brazilian jiu jitsu or spending time in the outdoors with my family.

Anthony Rivera

Co-Founder & Managing Director

I’m Anthony, and I am a believer when they say “It’s a beautiful thing when a career and a passion come together.” I took my first accounting course as a young teenager and immediately knew what I wanted my career to be. Graduating from the University of La Verne with Magna Cum Laude honors and various other scholastic honors, I had finally discovered my passion. Now with over 17 years of experience, launching my career at one of the Big 4 CPA firms, and also serving as a financial controller across various publicly traded and privately held companies, I’ve developed a sharp business acumen that can provide my clients with trusted financial guidance, analysis, and tax-saving results to both individuals and business-owners alike. As a former NCAA collegiate athlete, when I am not in the office, I enjoy attending both college and professional sporting events with my family.