About
Specialist in R&D tax credit claims with over 11 years of U.S. experience including IRS and state tax audits. Developed SaaS-based approach for claiming R&D credits for startups with comprehensive service at no upfront cost. Advisor to established incubators including Idealab and Wavemaker Lab. Licensed CPA with degrees from Brigham Young University.
Experience
- Cheers Financial Inc.Co-Foundercurrent2024 β presentPasadena, California, United States
- Technology Credit IncFounder2018 β 2026Greater Los Angeles Area
- MomsinLACo-Founder2017 β 2026Los Angeles County, California, United States
- IdealabEIR and Tax Advisor2018 β 2025Pasadena, California, United States
- Sunstone ManagementInvestment Committee and Founder Community2022 β 2024Irvine, California, United States
- Cheese Financial IncCo-founder and Finance Operate2019 β 2024Greater Los Angeles Area
- ObEN, IncCFO2018 β 2023Greater Los Angeles Area
- EYSouthern California COIN Inbound Leader2016 β 2018Greater Los Angeles Area
- EYGreater China R&D Tax Leader2014 β 2016Shanghai, China
- EYManager - Tax Consultant2010 β 2014Greater Los Angeles Area
- Goldman SachsSenior Financial Analyst2009 β 2010Greater Salt Lake City Area
- EYSenior Tax Consultant2006 β 2009Greater Los Angeles Area
Education
- Brigham Young UniversityMaster, Taxation2000 β 2005
- Brigham Young UniversityBachelor of Science (B.S.), Accounting2000 β 2005
Skills & more
Tax17Corporate Tax24Tax Advisory9Tax Accounting8International Tax5Partnership Taxation3Income Tax4Accounting7CPA5Financial Modeling2Financial Analysis2Tax Preparation
+6 more
Private EquityFIN 48Financial AccountingResearch & Development Tax CreditFinancial Subsidy NegotiationTax ReturnsLanguages Chinese Β· English
- CPA - Active β California Board of Accountancy
From Zhen's professional profile.
Same school
Also attended Brigham Young University231
Jake StormDeal Partner at Felicis VenturesJen ArdManaging Director, Head of Investment Operations at Intel CapitalNathan MickelsenVice President of Tax at RevolutionJohn SabinChief Financial Officer; President, Revolution Places at RevolutionDiogo MyrrhaPartner at Peak VenturesSid KrommenhoekPartner at Album
+ 225 more
Shared employers
Also worked at Sunstone Management1
Also worked at Cheese Financial Inc1
Also worked at EY1,150
Tyler WilsonSenior Accountant at Felicis VenturesSandra SchwarzerInvestor at Index VenturesLinn Hege AuneInvestor at InvestinorTorjusInvestor at InvestinorAngela ToyPartner & COO at Golden Gate VenturesMahesha SubramaniamHead of Client Relations at Golden Gate Ventures
+ 1,144 more
Also worked at Goldman Sachs1,437
Josh KushnerFounder & CEO of Thrive CapitalSarah GuoFounder & General Partner of ConvictionFred EhrsamCo-founder and Senior Advisor at Paradigm; founder of NudgeMatt HuangCo-founder and Managing Partner at ParadigmNiki PezeshkiGeneral Partner at Felicis VenturesChris BischoffInvestment Team at General Catalyst
+ 1,431 more
Colleagues at Lair East Labs
Avi Fein
Product Mentor at Lair East Labs
Charles Qu
Accounting & Tax at Lair East Labs
Charlyn Ho
Legal Mentor at Lair East Labs
Elizabeth Tobey
Marketing Mentor at Lair East Labs
Eric Fung
Venture Partner at Lair East Labs
Han Liu
Mentor at Lair East Labs
Hannah Thompson
Product Mentor at Lair East Labs
Jane Tran
Mentor at Lair East Labs



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