Professional Profile
Claire joined the firm in 2022 and is responsible for tax preparation and bookkeeping services.She grew up in Taiwan and graduated from Clark University with an MBA degree. Prior to joining the firm, she worked as a macroeconomy analyst and equity trader for the wealth management departments of large international banks for 10 years. In addition, she has hands-on experience working as a billing and accounting associate for 6 years in the US. She has achieved the Enrolled Agent designation and previously worked at H&R Block preparing tax returns for individuals and small business clients.
Claire lives in Hudson, MA with her husband and daughter. She is an animal lover and volunteers at her daughter’s tennis practice. In her free time, Claire enjoys cooking, painting, and traveling with her family.
