Simon Zhou, CPA

With a decade of experience in public accounting, I specialize in tax preparation and review, individual and trust taxes, and advising clients. I operate with a dedication to service, working to provide tax advice that answers clients’ questions and offers a sense of security. Before joining The Planning Center, I worked in public accounting at a mid-sized accounting firm. My degree in Business Economics from the University of California, Irvine, laid the foundation for my analytical approach, and my CPA designation reflects my commitment to delivering knowledgeable, strategic tax advice.   

I believe great tax planning is about more than compliance—it’s about finding opportunities to optimize financial outcomes in ways that align with my clients’ goals. Whether helping clients navigate complex tax situations or answering the everyday questions that come with financial planning, I strive to provide clear, thoughtful, and proactive solutions.