Our professional mix accommodates a broad range of clients, from small entrepreneurial clients to large closely-held businesses. We strive to develop long-term relationships and assist our clients in meeting their financial goals.
To ensure we obtain these goals, each CPA at Jeff Pickering, CPA is a member of the American Institute of CPAs, the Texas Society of CPAs, the Dallas Chapter of the Texas Society of CPAs, and various other professional and civic organizations. Additionally, each CPA obtains the minimum number of hours per year of continuing education, keeping our team up-to-date on current issues in accounting, auditing, and taxation.
Jeff Pickering is a Certified Public Accountant who focuses on corporate and individual taxation. In 1992, he was authorized to practice by the Texas State Board of Public Accountancy and is a member of the American Institute of Certified Public Accountants Tax Section as well as the Texas Society of Certified Public Accountants. He holds an MS in Accounting with a focus in Taxation from the University of North Texas. He is also an accepted agent approved by the IRS for ITIN Application.
In 1995, he established Jeff Pickering, CPA in Plano, Texas. The accounting firm now has a client base that includes businesses and individuals in all 50 states, Western Europe, China, and India. His clients included three Dallas Top 100 award winners recognized as the fastest growing, privately held companies in the Dallas area.
Jeff Pickering, CPA offers a wide range of services – from tax consulting and preparation services to financial accounting processing and start-up services. With over 22 years of experience, Jeff and his team of CPAs have helped thousands of clients keep their financial transactions in compliance with generally accepted accounting principles to maintain their status in good standing. Additionally, Jeff has helped save his clients hundreds of thousands of dollars in taxes through prudent planning and financial discipline.
Since 2014, Lucy has been a certified public accountant at Jeff Pickering, CPA where she provides tax planning, compliance, and consulting services to individuals and medium and small businesses. She works in the international tax area and serves clients with cross-border issues.
Lucy is a member of the American Institute of CPAs, as well as a member of the Texas Society of Certified Public Accountants.
Raised in China, Lucy graduated with Master’s in Accounting from Sun Yat-Sen University (China). Before coming to the US, Lucy worked for FutureWei Technologies, Inc. and the Agricultural Bank of China. She later earned a Master’s degree in Accounting from the University of Texas at Dallas.
Stella is a Senior Accountant and Business Consultant. Her expertise includes corporate and individual taxation and planning, Oracle PeopleSoft system implementation, financial and business planning, and international investment consultation. At Jeff Pickering, CPA, she specializes in client relationship management, marketing, and international investment tax planning. With her expertise and experience, Stella strives to help clients reach their goals and seek new opportunities.
Prior to joining Jeff Pickering, CPA in 2013, Stella spent seven years as a project manager and international project coordinator for a non-profit organization. She started her career in audit at China Southern Airlines (ZNH in NYSE), a Fortune 500 company.
Stella earned an MS in Accounting, an MS in Information Technology Management, and an M.B.A from the University of Texas at Dallas.
Alex earned his MS in Accounting at the University of Texas at Dallas. Before he came to the US, Alex obtained a bachelor’s degree in accounting from Beijing University of Chemical Technology in China. During Alex’s undergraduate education, he interned in the advisory department at Ernst & Young (E&Y)’s consulting in China. He also participated in the Volunteer Income Tax Assistance program (VITA) where he gained experience communicating with clients.
At Jeff Pickering, CPA, Alex provides accounting and tax return services, which includes preparing tax returns, bookkeeping, payroll, and tax consulting.
Chris specializes in income tax and payroll tax services for the real estate and IT industries. He provides tax preparation services for individuals, corporations, nonprofits, and other partnerships. He also provides retirement planning services for individuals and corporations. Chris joined Jeff Pickering, CPA in December, 2015.
Jun joined Jeff Pickering, CPA in 2016. Before earning his Master’s in Accounting at UT Dallas, he earned a Bachelor of Science in Management Accounting at Capital University of Economics and Business in Beijing, China.
Jun’s diverse professional background has given him experience working in a variety of industries. Before joining Jeff Pickering, CPA as a staff accountant, he worked as an audit intern at Deloitte, Beijing, an asset management intern at CSC Financial Co., Ltd (trading as China Securities), and in the operating department at MetLife China.
Jane joined Jeff Pickering, CPA in January, 2017. She obtained Master degree in Accounting at UT Dallas and Bachelor degree in Accounting at Missouri State University.
Jane specializes in ITIN application for international investors and international tax consulting service. Before joining Jeff Pickering, CPA, Jane worked for USAA Real Estate Company in San Antonio and PKF CPA firm in China.
Julie has been with Jeff Pickering, CPA since 2013. Julie’s experience begins with 30 years of building and running her own business in Oregon. She believes that customer service begins with clear, concise communication and truly caring about the clients. Her duties include office management, appointment scheduling, business entity setup, and problem-solving. If she can’t fix it, she knows who can.
Sherry is a graduate student pursuing an MS in Accounting at The University of Texas at Dallas. She obtained her Bachelor’s degree in Marketing from Inner Mongolia University.
Sherry joined Jeff Pickering, CPA in 2017. As an entry-level tax preparer, she examines and analyzes tax source documents to prepare individual and business tax returns, while ensuring compliance with current tax laws and regulations.
Sherry speaks fluent Chinese and English and has a strong passion to learn and practice. She believes that her input makes a difference and contributes to the overall success of her clients.