Meet Our Team
Meet our dedicated team of experts, including a CPA, CFP, Enrolled Agent, and Marketing Manager. Together, we deliver personalized tax and financial strategies designed to help you achieve lasting success.

Joy Zhang
EA Partner | Tax & Financial Strategy
Meet Joy Zhang, MS in Accounting. She is an accomplished financial leader with 15+ years of experience driving tax optimization and strategic financial solutions across government and multinational corporate sectors. Leverages deep expertise in accounting, taxation, and regulatory compliance to deliver innovative, results-oriented strategies for businesses and high-net-worth individuals.
Felice Yang
CPA
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Yiping Liu
CFA
Meet Yiping, Liu Ph.D. in molecular genetics, conducted over 20 years of medical research at the University of Wisconsin. After retiring, he established his own insurance agency and now focuses full-time on the insurance industry. He possesses in-depth expertise in health insurance (including Medicare), life insurance, annuities, auto and homeowners insurance, and business liability insurance. With a strong reputation for professionalism and client-centered service, he is committed to helping individuals, families, and businesses develop sound insurance strategies tailored to their needs.

Emily Chen
Marketing Manager
Meet Emily Chen, our Marketing Manager with over 8 years of experience in the field. She leads the development and execution of strategic marketing initiatives to elevate the visibility of Sailing Tax & Financial Services PLLC. From managing digital campaigns and social media to overseeing branding and client communications, Emily ensures our services connect with the right audience. With a strong background in market research, performance analysis, and cross-functional collaboration, she plays a key role in driving growth, engagement, and long-term success.
Felice Yang
CPA
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Yiping Liu
CFA
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