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Firm Background & Standards

Principled Legal & Financial Counsel in the San Gabriel Valley

Meridian Counsel Group was founded on a simple conviction: Chinese American families and small businesses deserve professional advisors who combine formal California licensure with cultural insight, unhurried communication, and quiet authority.

Partners & Key Advisors

Practice Leadership

Each client engagement is handled directly by experienced attorneys and certified public accountants.

Helen Lin, Esq. in navy blazer
Managing Partner · Law

Helen Lin, Esq. (林舒然)

Immigration & Family Law Practice

Admitted to the State Bar of California (#000000 demo). Helen specializes in complex marriage-based adjustment of status, family unification petitions, and living trust design. Over 12 years of courtroom and USCIS administrative advocacy.

• J.D., Loyola Law School Los Angeles
• American Immigration Lawyers Association (AILA)
• Fluent in English & Mandarin
Robert Chen, CPA in charcoal suit
Partner · Tax & CPA

Robert Chen, CPA (陈建宏)

Tax Planning & Corporate Structuring

Licensed by the California Board of Accountancy (#000000 demo). Robert advises small business founders on pass-through taxation, S-Corp conversions, payroll compliance, and cross-border asset reporting under FBAR/FATCA.

• M.S. in Taxation, Golden Gate University
• California Society of CPAs (CalCPA)
• Fluent in English & Mandarin
Vivian Zhao in oatmeal tailored jacket
Senior Client Liaison

Vivian Zhao (赵薇安)

Bilingual Case Coordination

Vivian serves as the principal bridge between clients and lead practitioners. She organizes intake evidentiary filings, supervises certified document translations, and ensures smooth appointment schedules.

• ABA-Approved Paralegal Certificate
• B.A., California State University, Los Angeles
• Trilingual in English, Mandarin & Cantonese
Regulatory Compliance

Our Professional Standards & Safeguards

Operating strictly within California professional ethics and consumer protection statutes.

State Bar & CPA Board Regulation

All legal services are provided exclusively by active California State Bar admitted attorneys (license #000000 demo). All accounting and tax representation is conducted by licensed California Certified Public Accountants (license #000000 demo). We maintain full Professional Errors & Omissions liability insurance.

Active Licensure & Good Standing in California

Attorney-Client & CPA Confidentiality

From your initial consultation onwards, all discussions, immigration history records, and tax returns are protected by statutory evidentiary privileges. We never disclose or share client records with third parties without written authorization.

Strict Confidentiality & Secure In-House File Storage
Personal Attention

Schedule a Meeting with Our Partners

We take the time to listen, review your documents thoroughly, and present practical options in plain language.

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