We are driven by our strong desire to help our customers succeed
Our success is determined by accuracy and timeliness of our work
We operate with honesty and transparency
We focus on our customers’ needs and empower them to take ownership of their financial well-being
We seek to build a long-lasting relationship with each customer through continued support
Founder and CEO
Jacqueline Gong, founder and CEO of Soji Financial, Inc., is a licensed CPA in Massachusetts with over 10 years of extensive background in tax compliance and business accounting.
During her time at public accounting firms like PricewaterhouseCoopers (PwC), Jacqueline has seen a wide variety of work. She has also spent time at Manulife (previously known as John Hancock), a publicly traded company, in both their investment management and accounting divisions.
She brings her industry expertise in tax return preparation for individuals, partnerships, and corporations, along with accounting services for nonprofits, private, and public companies.
Jacqueline received both her Bachelors of Science degree in Management and Accounting and her Masters of Science degree in Finance from the University of Massachusetts Boston. In her spare time, she likes to play basketball, snowboard, and explore different styles of dance.
Tax Specialist
With a master degree in accounting, Anita Chen is experienced with individual taxation and specialized in stock compensation in the tech industry and real estate investment. Anita is also an experienced realtor in with over 7 years of experience in residential and investment real estate in the Greater Boston area. She is dedicated to help her clients with tax matters and establishing strategies for building long term wealth.
