Our Mission
Our mission is to create an environment that nurtures an ongoing relationship that feels close to home. Let us handle your taxes so you can focus on what you do best. We believe in being accessible and efficient through a fully paperless, remote experience that meets your needs.
Bree Ward EA
Bree Ward EA is built on a proud family legacy of tax expertise that began in 1954 when Bree’s grandparents became two of a handful of enrolled agents in the United States at that time. Growing up in her family’s tax practice, Bree gained firsthand experience and a deep appreciation for the importance of advocacy and equitable justice for taxpayers. Bree earned her own EA license in 2010, launched her LLC in 2017, and expanded internationally with the opening of our Taipei branch in 2022. With decades of experience spanning Texas to Taiwan, Bree Ward EA established strong partnerships with legal firms, CPAs, financial advisors, and immigration consultants to provide seamless, expert tax services for U.S. expats, dual citizens, and global businesses.
Meet our Team
Founder & manager
Bree Ward
Bree received her EA as a federally licensed tax practitioner in 2010, specializing in taxation and having unlimited rights to represent taxpayers before the IRS. Bree maintains a branch office in Taipei; she is always available remotely to assist regardless of season or location.
Her services include income tax preparation, IRS representation, and tax planning for US taxpayers living in the states and abroad. Her cross-border consulting benefits small businesses, investors, as well as individuals.
individual Tax Specialist
Jaelen King
Jaelen is a full-time accounting student that acts as Bree’s executive assistant and domestic tax preparer. She is currently training in federal taxation and payroll.
Jaelen’s ultimate goal is to expand the company’s domestic presence by focusing on relationships with business owners. She anticipates receiving her enrolled agent designation in 2026.
business tax Specialist
Joseph Chang
Joseph graduated from the University of Oregon with a major in Accounting and a minor in Economics. After completing his studies, Joseph moved to San Francisco to join the Moss Adams firm.
In his role as a tax accountant, Joseph developed a strong proficiency in analyzing a wide range of financial data for preparing compliant tax documents.
Last year, Joseph made the decision to move back to Taiwan to spend more time with his family. He hopes to build up the Taiwan branch in order to serve the dual-passport community here.
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