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ABOUT
Jade Nguyen, CPA
Founder & Lead Advisor · Fina Tax & Accounting
"I started Fina because every business owner and investor deserves more than a once-a-year accountant. You've worked hard to build what you have — you deserve a financial partner who is just as invested in protecting and growing it as you are."
● Licensed CPA
● Expert-Level Practice
● B.S. Finance
CREDENTIALS & EXPERIENCE
Built on a foundation of
real-world expertise
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EDUCATION
Bachelor of Science
Finance — with a strong foundation in accounting, taxation, and corporate financial management.
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PROFESSIONAL BACKGROUND
Deep Industry Expertise
Former Controller in Corporate Finance and experience across multiple public accounting firms — serving individuals and businesses of every size and complexity.
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LICENSURE
Licensed CPA
Licensed CPA with expertise in tax strategy, business advisory, real estate investing, and financial planning for high-income earners.
MY STORY
From corporate finance to building the firm I always wished existed
Before founding Fina, I spent several years working across corporate finance and public accounting — first as a Controller managing the financial operations of a growing company, then across multiple public accounting firms serving clients in a wide range of industries.
What I kept seeing was the same pattern: business owners, real estate investors, and high-income earners who were reactive with their finances — scrambling at tax season, missing opportunities for legal tax savings, and treating their CPA as a once-a-year necessity rather than a year-round strategic partner.
I founded Fina to change that. Proactive tax strategy isn't just about saving money at filing time — it's about building a long-term financial plan that grows with you. That's the philosophy behind everything we do at Fina.
AREAS OF EXPERTISE
Where I bring the most value
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Proactive Tax Strategy
Year-round tax planning that minimizes your liability legally — not just at filing time. We identify opportunities before the deadline arrives.
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Small Business Advisory
Strategic financial guidance for small business owners — from entity structuring and cash flow management to long-term growth planning.
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Real Estate Tax Planning
Specialized guidance for real estate investors — depreciation, 1031 exchanges, entity structuring, and passive loss optimization.
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High-Income Tax Optimization
Uncovering legal strategies for high-income earners across any field — so you keep more of what you've worked hard to earn.
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