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Catch-Up Contributions

A recent survey found that 18% of workers are very confident about having enough money ...

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US Companies Are The Innovation Leaders

We watch many economic trends and business issues evolve as a financial professional. The rapid ...

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HELEN YIN

Accounting Team

Senior Accountant

TAX REDUCTION PLANNING TAX SERVICES TAX, CONSULTING & ACCOUNTING SERVICES

ABOUT HELEN

Helen earned her MBA from Rutgers Business School and is currently licensed as a CPA in NJ. When Helen is not working with her clients, she enjoys outdoor activities with her kids and family and is an advocate for education excellence and serves as Treasurer for several non-profit organizations.

Helen was also the Controller for an online retailer where she developed a strong working knowledge of inventory management.

A BRIEF HISTORY

Helen has almost 20 years of professional experience in both tax and accounting. Prior to joining PFG in 2015, she served as CFO for an IT consulting firm where she oversaw financial operations in the US, China and Hong Kong.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Helen is engaged, or continues to be engaged, to provide investment advisory services.
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Catch-Up Contributions

A recent survey found that 18% of workers are very confident about having enough money ...

The post Catch-Up Contributions first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Disability and Your Finances

The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. ...

The post Disability and Your Finances first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
US Companies Are The Innovation Leaders

We watch many economic trends and business issues evolve as a financial professional. The rapid ...

The post US Companies Are The Innovation Leaders first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more