About Caroline Tax Services, P.C.

We are a boutique tax and financial planning firm that offers a range of expert services for business owners, trusts and estates, executives, and independent professionals. Since our firm was founded in Dallas, TX in 2012, our priority has always been our client’s business. We listen. We consider. We advise. We deliver. We run our firm for today and tomorrow, so your needs will be met now and in the future.

Meet Our Team

Caroline Zhang, President

Caroline founded the firm in 2012. She specializes in tax planning and strategies for high net worth individuals and small business owners. Caroline also specializes in business valuation for purposes of tax planning and strategic transactions. Caroline is a CPA licensed in Texas. She has an MS in Accounting from The University of Texas at Dallas.

Erin Henderson, CPA

Erin has been with the firm for over 5 years. Erin specializes in advising businesses and individuals in accounting, tax planning and developing tax strategies. Erin is a CPA licensed in Texas. Erin has a BBA in Accounting from Southern Methodist University.

Blair Lee, Staff Accountant

Blair has been a practicing accountant with the firm for over 3 years. She has significant experience with QuickBooks and general accounting functions in addition to preparing payroll and state tax returns. Blair also assists with the preparation of both corporate, personal income tax returns. Blair works closely with a variety of businesses and assists them with related tax and financial issues. She derives great satisfaction from helping her clients keep their books in order and staying organized.

Sonia Davis, Office Manager

Sonia has been with the firm for over 6 years. Sonia has significant experience with general accounting functions and office administration. Sonia is in charge of processing and delivery of all tax returns for the firm. Sonia also maintains all client files and assists in preparation of client tax returns. Sonia keeps the firm running smoothly.