5 Signs You’ve Outgrown Your Current Tax Preparer
Tax season shouldn’t feel like a scramble. Yet for many people, it does. Often, the issue isn’t just about taxes themselves.
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Edmond Zhou
CPA
Partner, Tax
Location: Walnut Creek
Services: Charitable Giving, Estates, Gifts & Trusts, Family Office Services, Private Client Services, Stock Option Planning
Industries: Professional Services, Real Estate, Technology
Edmond is a Partner in BPM’s Private Client Services group. He has over 15 years of experience in providing tax planning and compliance services to multinational family offices and their privately held business enterprises.
He has extensive experience working with ultra-high net worth clients and their family offices, many of which are private equity and VC fund managers and investors.
Edmond specializes in advising clients on complex cross border issues, multi-state investment partnerships, trust and gift planning.
Before Joining BPM in 2022, Edmond spent over a decade at a Big Four firm. His Big Four background lends itself to working with clients of all sizes, and his role at BPM helps support those clients on a more holistic and supportive level.
Yi Wen (Edmond) Zhou holds an active CPA license in California.
Interesting tidbit
In his spare time, Edmond coaches his kids’ sports teams. You can find him deep sea fishing by the Farallon Islands whenever possible.
Certifications
Certified Public Accountant
Community
- Member – American Institute of Certified Public Accountants (AICPA)
- Member – ProVisors
Education
- BA/Economics – University of California, Berkeley
- MS/Taxation – Golden Gate University
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