Before founding Zhong & Sanchez, Echo has years of experience working in the Big Four accounting firms as well as regional CPA firms, focusing in tax planning and compliance for businesses and high net-worth individuals. Echo’s specialty includes complicated tax issues for start-up companies, stock option and compensation planning, complex foreign reporting regulations and international structures. Echo’s clients range from established multi-national companies to new start-ups, as well as entrepreneurs and US persons with foreign assets. Echo also performs controller/outside CFO role for various clients.
Echo earned her Master of Accounting degree from University of Southern California. Echo speaks fluent Mandarin.
Anthony has years of experience working in accounting firms as well as unicorn start-ups and established private companies. He focuses on financial reporting, accounting policies and procedures enforcement, and internal control for tax related processes. Anthony’s specialty includes financial reporting under US GAAP, accounting system selection and migration (Netsuite, Intacct, Quickbooks Online, Xero, etc), Form 1099 compliance, state and local sales tax, internal accounting processes for cash, accounts payable, purchasing, general ledger, inventory, revenue recognition, fixed asset, and payroll.
Anthony earned his Bachelor in Accounting degree from San Jose State University.