Still accepting new clients! Call (833) 829-1120

Clark Shi, MBA

Clark Shi, MBA

Senior Tax Analyst

Clark specializes in complex tax returns and financial modeling. He passed both CPA and CMA exams and is currently in the licensing process. He is highly organized, detail oriented and he always prioritizes his clients. Outside of work, Clark enjoys working out and traveling.

Areas of Expertise

  • Individual and Corporate Taxation
  • Equity Planning
  • Financial Reporting and Analysis
  • Corporate Valuation
  • Internal and External Audit


  • MBA in Accounting – Cal State University San Bernardino, California
  • BS in Finance – Australian National University, Australia