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About Zhao Advisors LLC

Zhao Advisors LLC provides professional accounting, bookkeeping, financial analysis, budgeting, forecasting, tax coordination, and financial consulting services for individuals and businesses.

The firm combines accounting expertise, finance education, technology-driven thinking, and analytical problem solving to help clients make informed financial decisions.

Huan Zhao

Founder

Huan Zhao, EA, FRM, MBA, MS Finance

Huan Zhao has decades of experience in accounting, bookkeeping, financial analysis, budgeting, forecasting, financial reporting, tax planning, tax coordination, and business advisory services for individuals and businesses.

Her background combines advanced finance education, tax expertise, accounting operations, analytics, and technology-driven problem solving to support modern business decision-making and long-term financial success.

Huan has more than five years experience supporting multi-state tax compliance, pass-through entities, financial reporting, budgeting, reconciliation, forecasting, and operational improvement initiatives.

She is also pursuing advanced technology education through the Georgia Institute of Technology OMSCS program, with coursework in financial modeling and machine learning for trading.

Education & Credentials

MBA Degree

MBA

Saint Mary's College of California

MS Finance Degree

MS Finance

Graduated with Honors

EA Credential

Enrolled Agent

IRS Enrolled Agent Credential

FRM Credential

FRM

Financial Risk Manager