Our professional mix accommodates a broad client range from the small entrepreneurial client to the large closely-held business. We strive to develop a long-term relationship to assist our clients in meeting their financial goals.
To ensure obtaining these goals, each 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. In addition, each CPA obtains a minimum number of hours per year of continuing education, thereby keeping us abreast of the most current issues in accounting, auditing and taxation.
Jeff Pickering is a Certified Public Accountant focusing on Corporate and Individual taxation.
Established in 1995 in Plano, Texas, Jeff Pickering CPA has a client base comprising of businesses as well as individuals spanning all 50 states, including Western Europe, China and India. His clients included 3 Dallas Top 100 award winners recognized as the fastest growing, privately held companies in the Dallas area.
Jeff was authorized to practice by the Texas State Board of Public Accountancy to in 1992 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, Taxation Specialty from the University of North Texas.
Jeff Pickering CPA offers a wide range of services – from tax consulting and preparation services to financial accounting processing to Start-up services. He is also an accepted agent approved by the IRS for ITIN Application.
With over 22 years of experience Jeff and his CPA team have helped thousands of his clients keep their financial transactions in compliance with generally accepted accounting principles in order 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.
Stella is a Senior Accountant and Business Consultant in public accounting with expertise in corporate and individual taxation and planning, Oracle PeopleSoft system implementation, financial and business planning and international investment consultation. Specialize in client relationship management, marketing and international investment tax planning. In her understanding of her role is assisting clients to reach life goals with unlimited opportunities.
Prior to joining Jeff Pickering CPA in 2013 Stella was a Project Manager and International Project Coordinator for a non-profit organization for 7 years. She started her career in audit at China Southern Airlines ( ZNH in NYSE), a Fortune 500 company.
Stella earned a Master of Science in Accounting, a Master of Science in Information Technology Management and an M.B.A from the University of Texas at Dallas.
Lucy started her public accounting career in 2014 with Jeff Pickering CPA, where she provides tax planning, compliance and consulting services to median and small businesses and their owners, as well as individuals. She works in 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.
Lucy was raised in China, and graduated in accounting master degree from Sun Yat-Sen University (China). She worked for FutureWei Technologies, Inc. and Agricultural Bank of China before she came to USA. She also got master degree in Accounting major from the University of Texas at Dallas.
Alex earns his MS Accounting degree at the University of Texas at Dallas. Before Alex came to USA, he has obtained a bachelor degree in accounting from Beijing University of Chemical Technology in China.
During Alex’s under graduation, he interned at Ernst & Young (E&Y)’s consulting, China in the advisory department. Alex volunteered in Volunteer Income Tax Assistant program (VITA). Through this tax advising volunteer program he got a chance to meet and communicate with clients.
At Jeff Pickering, CPA, Alex provides accounting and tax return services which include preparing tax returns, bookkeeping, payroll and tax consulting.
Lexi earned her Master of Science in Finance and Master of Science in Accounting from The University of Texas at Dallas in 2015 and 2016. She earned her Bachelor of Science in Mathematical Economics from Northwest University in 2013.
Lexi has been worked at Jeff Pickering, CPA since December 2015. She provides individual, corporation, partnership, fiduciary tax preparation services, specialized in staffing and technology industry. Before joining Jeff Pickering, CPA, she worked at City of Dallas, City Controller’s Office as accounting intern and at PwC as Audit Intern.
Chris specializes in providing income tax and payroll tax services in Real estate and IT industries. He provides tax preparation services for individual and corporation, non profit , partnership. He also focuses on providing retirement planing for individuals and corporations. He has been working in Jeff Pickering since Dec, 2015.
Jun joint Jeff Pickering CPA since 2016. He was majored in Accounting for his Master Degree in UT Dallas and earned his Bachelor of Science Degree in Management Accounting from Capital University of Economics and Businesses.
Jun has a diverse working background before he became a staff accountant in Jeff Pickering CPA office. He has been an audit intern in Deloitte, Beijing, working in operating department in MetLife China and an asset management intern in CSC Financial Co., Ltd (trading as China Securities).
Jane joined Jeff Pickering CPA in January 2017. He obtained Master degree in Accounting at UT Dallas, and Bachelor degree in Accounting at Missouri State University.
Jane is specialized 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.
Yuna provides special techniques experiences. Before joining Jeff Pickering CPA, Yuna has worked for PwC Mainland China. Besides, she has worked in the Unilever as an Assistant Manager and BDO as an Audit Assistant.
Yuna concentrates on providing customized tax services, including: Tax Planning for high-income individuals; Payroll Planning for owners of self-employed business; Multiple States Income Tax Consultation; Texas Sales and Use Taxes Consultation and etc.
Yuna earned a Master of Science degree in Accounting from the University of Texas at Dallas. She already passed the Regulation section of CPA, which tests the knowledge on federal taxation, business law and professional and legal responsibilities.
Julie has been with the company 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 a M.S. Accounting degree at The University of Texas at Dallas. She obtained her Bachelor’s degree from Inner Mongolia University, in Marketing.
Sherry joined Jeff Pickering CPA Firm 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 she is active 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.