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Meet Helen Zhang: A Multifaceted Professional Dedicated to Your Success

Meet Helen Zhang – a name synonymous with dedication, expertise, and a sincere commitment to community service. As an educator, accountant, and entrepreneur, Helen brings an extensive repertoire of skills to support local businesses and families. Her mission is to enable success for others, fostering a thriving community.


Unparalleled Service for Families and Businesses

Helen's comprehensive suite of services is meticulously designed to meet the needs of both families and businesses. From savvy financial planning to tax-saving strategies for small businesses, her offerings are tailored for maximum efficiency. Helen excels in retirement planning, providing insightful consultations on defined benefits, IRAs, and the nuances of annuities, including 401K/403B rollovers.

Her expertise extends to insurance, representing over 30 companies catering to a global clientele with life insurance, travel insurance for international travel, and US investment portfolios.


Navigating Complexities with Ease

Helen is particularly adept at guiding clients through complex processes with ease. This includes facilitating immigration applications under the EB1, EB2, EB3, and EB5 visa categories, ensuring clients are well-prepared for their journeys to and within the United States. Additionally, Helen's educational services bridge the gap for students aspiring to study in the U.S., complemented by summer camp offerings and job search assistance for international students.


A Tapestry of Experience

Helen's background is impressive, spanning management and entrepreneurial experience with Fortune 500 companies and top academic institutions. Her credentials include:

• Certified Public Accountant (CPA)

• Senior Certified Human Resources Professional with SHRM

• Certified Six Sigma Black Belt

• Leader and chief financial officer

• Accounting educator and IRS VITA program advisor in a top US accounting school

• Co-founder of a technology startup

These qualifications enable Helen to provide customized solutions, making her a pillar in her community and a trusted advisor globally.


The Journey of Helen Zhang

From China to Sydney Australia, and finally central Illinois, Helen's life journey is a testament to her adaptable and global perspective. Outside of work, she cherishes travel, arts, swimming, personal growth, and family time.


Connect with Helen Zhang

To learn how Helen can contribute to your success, contact her at:

• Phone: 626-800-8800

For immediate communication, connect through the provided WeChat QR code.

With Helen Zhang, you find more than a service provider, you find a partner dedicated to empowering you and your business to reach the pinnacle of potential.

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