Rebecca Chen

“I switched to Rebecca as my CPA three years ago and the difference was immediate. She doesn't just file taxes — she proactively reaches out with strategies I hadn't considered and genuinely understands the financial pressures of running a creative business. I've referred four clients to her and they all stayed.”

“Rebecca has been advising my coaching business on tax strategy and financial structuring for two years and the value she delivers far exceeds her fees. She helped me navigate an S-corp election, restructure my coaching contracts for tax efficiency, and set up a retirement strategy I should have had years earlier. She's a genuine strategic financial partner.”

“Rebecca and I have referred clients back and forth for years — my CRE clients often need serious tax structuring and Rebecca is the first person I call. She understands real estate specific tax strategy at a level I've rarely seen from CPAs at any firm size. Several of my best clients now work with her exclusively.”

“I met Rebecca through the Business Leaders Circle and was immediately struck by how she thinks about small business finance. She's helped two of my HR consulting clients navigate the financial side of building their teams — payroll structure, contractor vs employee decisions, profit-sharing. Always strategic, never just compliance-focused.”

“Rebecca and I often work on the same client matters from different angles — me on legal, her on tax. She is thorough, proactive, and always thinking three steps ahead. As an attorney, having a CPA of her calibre in my professional network makes my own client work significantly better.”