Li is an Enrolled Agent with nearly 20 years of tax experience. Through a close working relationship with Coker Wealth Management, Taxfolio Advisors delivers tailored tax strategies and individual tax preparation for their clients' broader planning goals. Originally from San Francisco, California, Li has lived in Florida, Virginia, Texas, Georgia, Mexico, Italy, Bahrain, and the Philippines. Li values spending time with family and traveling with them to explore new places. Having lived in eight states and countries across the globe, Li brings a versatile, multi-cultural perspective and deep adaptability to navigating complex fi nancial environments. Now based in the Pacifi c Northwest, the family’s next goal is to hike the Inca Trail to Machu Picchu.
Education and Professional Designations
● Enrolled Agent — Authorized by the Internal Revenue Service
● Bachelor of Arts and Sciences (BAAS) — University of North Texas
● Business Studies Coursework — Mills College at Northeastern University