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Judy Zhang - Omni360 Advisors

Judy Zhang

Staff Accountant

Tax Reduction PlanningTax ServicesTax, Consulting & Accounting Services

ABOUT Judy

Judy brings a detail-oriented, thoughtful approach to her work at Omni, supporting clients across a wide range of accounting and tax needs. She plays an active role in preparing financial reports, assisting with business and individual tax filings, and supporting day-to-day accounting processes. Known for her accuracy, reliability, and steady communication style, Judy helps ensure clients receive clear, timely, and well-organized financial information.

Outside of work, Judy enjoys spending time with family and exploring new hobbies that keep her learning and engaged.

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Red Team

A BRIEF HISTORY

Judy joined the firm in 2021 and holds a Bachelor’s Degree in Accounting from Thomas Edison State University in New Jersey. Her growing experience in accounting, financial reporting, and taxation makes her a valuable contributor to Omni’s client service and support teams.

*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 Judy is engaged, or continues to be engaged, to provide investment advisory services.

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Recent Posts

Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners

For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...

<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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New State Retirement Plan Requirements for Small Businesses in New Jersey and New York

Small businesses in New Jersey and New York may face new retirement plan compliance requirements in 2026. Learn who is affected, key deadlines, and important ...

<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever

Learn what a K-shaped economy means, how it affects investors and business owners, and why maintaining a diversified portfolio may help navigate an increasingly uneven ...

<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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