April Jin, CPA, CFP
Founder & Managing Partner
April Jin is a Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®) with more than a decade of experience helping business owners, investors, executives, and globally mobile families navigate complex tax and wealth planning matters.
As a first-generation immigrant who built her own CPA firm from the ground up, April understands the unique challenges faced by entrepreneurial families, international professionals, and business owners managing assets across multiple countries.
Her practice focuses on:
U.S. and International Tax Planning and Filing
Cross-Border Wealth Planning
Estate and Gift Tax Planning
Family Wealth Transfer Strategies
Business Succession Planning
Tax-Efficient Investment and Retirement Strategies
High-Net-Worth Individual and Family Advisory Services
April frequently works with business owners, real estate investors, multinational families, foreign entrepreneurs with U.S. operations, and professionals with international financial assets.
She believes tax planning should not be viewed as a once-a-year compliance exercise. Instead, it should serve as a strategic tool to preserve wealth, reduce risk, and help families achieve long-term financial goals.
Education & Credentials
Certified Public Accountant (CPA)
Certified Financial Planner™ (CFP®)
Master of Science in Accounting – University of Maryland
Master of Science in Education – State University of New York
Georgetown University – Master of Studies in Law (Taxation) Candidate
Recognition
• Asian American Chamber of Commerce – 40 Under 40 Honoree
Personal Mission
April's mission is to help entrepreneurial families build, preserve, and transfer wealth across generations through thoughtful tax planning, financial education, and long-term strategic advice.
Outside of work, she enjoys spending time with her family, reading about wealth management and family governance, and teaching financial literacy to the next generation.
