Management Team

Area of Focus:

As the managing partner and founder of TAAD LLP, Andy is in charge of developing the strategic plan of the firm. Andy has more than 10 years of experience in public accounting, serving domestic and international publicly traded and privately held clients, and ranging from development stage companies to mature enterprises. Andy reviews the financial statements of reporting entities to assure the application of generally accepted accounting principles of the United States, as well as the compliance with the Securities and Exchange Commission’s rules and regulations. He also offers specialized advice with regards to mergers and acquisitions, going public transactions, and on-going financial recommendations to assist clients in optimizing their financial performance.

Business Experience:

Prior to joining TAAD LLP, Andy had significant experience working with multinational corporations in the consumer product, retail, manufacturing and distribution, technology, and services sectors while he was with KPMG. He has substantive experience in structuring going public transactions and assisting his clients to maintain compliance with SEC reporting requirements. Andy also served as an Assistant CFO for a Fortune 1000 company in the display products industry, in which he oversaw business strategy, financial reporting requirements, and internal controls to maximize the profitability of the company.

Education and Professional Credentials:

• Certified Public Accountant, California
• Bachelor’s Degree in Business Economics with Emphasis in Accounting, University of California Santa Barbara
• Member of AICPA (American Institute of Certified Public Accountants)

Other: 

• Fluent in English, Mandarin, and Taiwanese.

Area of Focus:

Robert is an audit partner with TAAD LLP.

Robert brings a wealth of experience gained from both the public accounting and private sectors providing exceptional client service in the assurance services field. He works with teams to design, execute audit strategies, and plans for both public and private companies. Robert has also engaged in various IPOs, M&A, reverse merger, and reverse acquisition for domestic and foreign companies.

Business Experience:

Notably, his extensive background in auditing, acquired during his tenure at Ernst & Young and Grant Thornton, encompasses a wide range of industries in financial services, including broker-dealers, asset management, and banking, Life Science, Manufacturing, Entertainment and other industries. 

Robert also held pivotal roles such as Chief Accounting Officer and Controller at renowned institutions like Nomura Securities (The Americas) and Citigroup’s Alternative Investments Division. His proficiency extends beyond the realms of traditional accounting, as he possesses a deep understanding of various G/L and portfolio software, including SAP, Advent, CODA, and other portfolio front office systems.

Education and Professional Credentials:

• Certified Public Accountant, New York
• Bachelor of Sciences, Cum Laude, Accounting, Fairleigh Dickinson University

Area of Focus:

Brian Lam is the audit partner and founder at TAAD LLP with 15 years’ experience in both public accounting and the private sector. He designs audit strategies and plans for domestic and international companies that are publicly trading or private companies that are going public through Form S-1 and F-1. His expertise comprised of companies from a variety of industries, including manufacturing and distribution, consulting services, travel agencies, trading platform services, and the cannabis industry. He has extensive experience in handling complex accounting treatments like convertible debt (derivative liabilities) and equity transactions like stock option and warrants accounting treatment and mergers and acquisitions accounting.

Business Experience:

In addition to previous auditing experience as an audit manager in a few national accounting firms, Brian also has experience working as a corporate accounting manager in a $1B of revenue apparel private company to oversee $300M of inventory and assist with financial reporting and month-end closing process for the Company. Brian also has experience working as a Controller in a start-up manufacturing company from $1M revenue to $30M revenue. His experience and knowledge with operations has helped the company identify key issues and provide resolutions to the management. Moreover, he has assisted the company in implementing internal control procedures and systems as well as providing training to the operating team to streamline the month-end closing and financial reporting process. Thus, he has ensured the reported results are helpful to management in making business decisions

Education and Professional Credentials:

• Certified Public Accountant, California
• University of California, Irvine, Bachelor of Arts, Cum Laude, in Business Economics and Minor in Accounting

Other: 

• Fluent in English, Mandarin, and Cantonese.

Area of Focus:

Morimasa Ueda is the Assurance & Accounting Advisory Services partner at TAAD LLP. His primary area of focus has been financial statement audit and advising clients on US GAAP and SEC reporting requirements for public companies, as well as foreign private companies operating in the United States. He has extensive experience handing cross border engagements.

Business Experience:

For more than 25 years, Morimasa has been engaged in auditing and accounting advisory services to foreign-owned companies in the United States. Prior to joining the firm, he was a partner of Ernst & Young LLP New York office and SingerLewak LLP. He has experience advising Japanese SEC-registered companies on their SEC filings. He also advises Japanese startups in preparation for initial public offering in the U.S.

Morimasa is a certified public accountant in New York and California and a member of the American Institute of Certified Public Accountants. He is a credential holder of The Fundamentals of Sustainability Accounting issued by IFRS.

Education and Professional Credentials:

• Certified Public Accountant, California & New York
• Bachelor of Science in Business Administration, Accounting and Finance Concentration, State University of New York, Buffalo

Other:

• Fluent in English and Japanese.

Area of Focus:

Tommy Shek is the accounting and advisory lead partner and founder at TAAD LLP. His primary area of focus has been financial statements audit and advising clients on the US GAAP and SEC reporting requirements for public companies. He has extensive experience in handling with complex accounting treatments such as stock-based compensation (ASC 718), derivative accounting (ASC 815), complex debt accounting (ASC 470), distinguishing liabilities from equity (ASC 480), revenue recognition (ASC 606), and mergers & acquisitions (ASC 805). In addition to his knowledge of SEC financial reporting, he advised clients on initial public offering, public offerings of debt and capital raises through debt, and equity transactions processes.

Business Experience:

Prior to joining TAAD LLP, Tommy was at RSM US LLP, the fifth largest accounting firm in the U.S., and gained significant experience in providing audit services as an audit manager to enterprises with up to $700 million in revenue for both public trading and privately held companies. He has served clients in a variety of industries, including manufacturing and distribution, consumer & industrial products, SAAS, and e-commerce.

Tommy has diverse corporate and controller experience in the distribution and social media industry where he led a team of 15 people. Moreover, he has oversaw the accounting policies and procedures, financial reporting, inventory controls, annual operating plans, budgets, and cash forecast, etc.

Furthermore, Tommy has significant experience working with foreign companies listed on the US markets, which include companies from China, Europe, Hong Kong, and Canada. He also provides advisory services to both domestic and foreign companies seeking to complete a going public transactions and secondary public offerings in the US.

Education and Professional Credentials:

• Certified Public Accountant, California
• Bachelor of Arts in Business Administration, Accounting Concentration, California State University, Fullerton

Other:

• Fluent in English, Mandarin, and Cantonese.

Area of Focus:

Chris is an audit principal with TAAD LLP. He has significant experiences in auditing public and privately held companies, especially in the commercial, manufacturing, healthcare, waste management, construction, and professional services industries. He has served a variety of clients on their audit and consulting needs for the past 10 years.

Business Experience:

Prior to joining the firm, Chris had gained significant accounting experience in RSM US LLP, the fifth largest accounting firm in the U.S. The areas he focused on were private companies with $50 million to $1 billion in revenue. Chris has played the role of managing clients, providing guidance of complex accounting transactions, and managing the audit team.

Education and Professional Credentials:

• Bachelor of Science, with Concentration in Accounting, University of California Riverside

Other:

• Fluent in English and Mandarin.

Area of Focus:

Dr. Tony Cheng has over 33 years of experiences in all kinds of corporate finance, accounting and audit, financial functions and valuation including business valuations, plant & machinery valuation and forensic valuation. He has been deeply involved and assisted in over 100 IPOs and M&A cases over the last twenty years.

Business Experience:

Dr. Cheng is a Fellow Member of numerous accounting associations and institutions, such as: Chartered Institute of Management Accountants, Certified Management Accountants Australia, Association of International Accountants, Institute of Public Accountants, Institute of Financial Accountants, The Association of Hong Kong Accountants, and the Certified Public Accountants Association. He is the current President of Institute of Public Accountants Hong Kong. He has written six textbooks relating to finance, accounting, and valuations.

Honors:

• Dato title, conferred by the Royal King of Malaysia in 2016
• Knight of Saint John, UK, 2018

Area of Focus:

As the managing partner of the Taiwan sector of TAAD LLP., Vicky brings over a decade of expertise in Taiwan’s public accounting sector, specializing in serving both domestic and international clients, including publicly traded and privately held companies. Her extensive experience spans from supporting development-stage businesses to advising mature enterprises. In her role, Vicky ensures that financial statements of reporting entities align with IFRS and TIFRS standards and comply with the Securities and Exchange Commission’s regulations in Taiwan. She also provides strategic guidance on mergers and acquisitions, IPOs, and ongoing financial management, helping clients optimize their financial performance in the region.

Business Experience:

Prior to joining TAAD LLP., Vicky held key roles at KPMG, where she worked with multinational corporations across diverse industries such as consumer products, retail, manufacturing, technology, and private equity. She led initiatives on issuing convertible bonds, ECBs, restricted employee stocks, and facilitating mergers. Her expertise also extends to assisting companies in Beijing, Thailand, and Taiwan with going public, establishing internal controls, and maintaining compliance with Taiwan’s SEC reporting requirements. Additionally, Vicky served as Assistant CFO for AI medical products companies and private funds, where she managed business strategy, financial reporting, internal controls, investment arrangements, and investor relations. She played a crucial role in adopting new financial systems to maximize profitability and support fundraising efforts for startups.

Education and Professional Credentials:

• Certified Public Accountant, Guam
• Certified Public Accountant, Taiwan
• Bachelor’s Degree in Accounting, National Taipei University
• Member of the Taiwan Institute of Certified Public Accountants

Other:

• Fluent in Mandarin and English.

Area of Focus:

Ivan is an audit partner with TAAD LLP. He has extensive experience in auditing public and privately held companies, especially in the retail and wholesale industry. His main role is to conduct quality control on issuers audits. In addition, he plays a senior role in planning, executing, and reporting on the firm’s annual internal inspection.

Business Experience:

Prior to joining the firm, Ivan gained significant accounting experience in both public accounting firm and private sector. He has also worked with a nation-wide grocery chain store with an annual revenue of $4 billion dollar, where he assisted the company in developing corporate governance and internal control implementation.

Education and Professional Credentials:

• Certified Public Accountant, California
• Bachelor of Science, with Emphasis in Accounting, University of Southern California

Other:

• Fluent in English, Mandarin, and Cantonese

Area of Focus:

Philip Chow has extensive expertise in tax and manages all tax engagements. His scope of knowledge comprised of federal, state and international tax compliance. He primarily focuses on providing tax services to various types of individuals and businesses, including consolidated, multistate, and foreign entities.

Philip brings a broad range of knowledge in taxation to TAAD LLP from his prior experience as a tax partner. His specific areas of expertise include controlled foreign corporations, multi-state S-corporation, real estate partnerships, limited liabilities companies, ranging from domestic to international companies. Philip focuses on accurate and timely tax compliance. Most importantly, he uses his extensive tax knowledge in providing tax planning to business owners and high net-worth individuals to achieve the most beneficial tax position and opportunities for tax savings.

Business Experience:

Philip has over 12 years of experience in public accounting and has worked at the Big 4 accounting firms (Ernst & Young and Deloitte) where he managed the filings of hundreds of real estate pass-thru entities, real estate investment trust, and foreign entities tax returns. He also worked with multi-national companies that underwent merger and acquisitions including calculation of disguised sales gains, tracking of different bases on property contributions, resolving of equity rollforward discrepancies due to consolidation of subsidiary companies, computation of gains and losses on redemption of partnership interests, analysis on certain asset acquisitions of foreign assets and companies, and evaluation of partnership agreement in determination of special annual profit/loss allocation.

Education and Professional Credentials:

• Certified Public Accountant, California
• Master of Science in Taxation, California State University Northridge
• Bachelor’s Degree in Accounting, University of Southern California
• Member of American Institute of Certified Public Accountants (AICPA)
• Member of California Society of CPAs.

Other:

• Fluent in English, Mandarin, and Cantonese

Area of Focus:

Sylvia Chan has extensive knowledge in financial statement preparation and reporting, and budgeting and planning. She has been working with a variety of originations from private pioneer stage companies to publicly traded corporations in various industries, including cord blood bank, manufactures, software/technology firms, and services organizations. Sylvia has anticipated for all areas of business with a focus on capital raising strategies, client due diligence assessment, IPO (S1) readiness & preparation, and company expansion.

Business Experience:

Sylvia has more than 20 years of combined experience in public accounting and private sector. Throughout her career, Sylvia undertook various senior executive management positions in multinational, and multistate companies where she managed and worked with multi-level leadership teams to lead all aspects of treasury, finance, accounting, payroll, FP&A, and compliance functions which include tax, audit, compliance, internal control, SEC reporting, technical accounting, and budgeting and planning.

Sylvia’s professional background not only encompasses her core strengths in accounting and financial control but also encompasses a broad array of skills in accounting system migration. She has a history of helping companies strategize, design, seamlessly integrate, and meticulously validate ERP systems.

Education and Professional Credentials:

• Certified Public Accountant, California
• Bachelor’s Degree in Accounting, Campbell University North Carolina

Other:

• Fluent in English, Japanese, Mandarin, and Cantonese