Fei Xie, CPA

Fei is a Tax Director at Sorren, based in Petaluma and Santa Rosa, California, where she provides strategic tax planning, compliance, and advisory services to multinational companies, privately held businesses, and high-net-worth individuals. She specializes in serving clients in the technology, digital assets, and financial services industries, advising organizations ranging from early-stage startups to global companies with operations spanning more than 45 states and international markets. Fei is known for her client-first approach, deep technical expertise, and ability to develop practical tax strategies that support business growth and long-term success.

With extensive experience in federal, state, and international taxation, Fei helps clients navigate complex tax matters while identifying opportunities to improve efficiency and create value. She has particular expertise in advising technology companies, blockchain and cryptocurrency businesses, venture capital funds, family offices, and investment partnerships on evolving tax regulations and cross-border issues. As a trusted advisor, Fei works closely with clients to understand their business objectives and deliver thoughtful, value-added solutions beyond compliance. One notable accomplishment included identifying more than $2 million in federal research and development tax credits for a multinational technology company, enabling the organization to reinvest capital into strategic growth initiatives. She is also passionate about helping clients prepare for emerging challenges, including the impact of artificial intelligence, cybersecurity, and rapidly changing tax regulations.

Outside of work, Fei enjoys staying active through weight training, kickboxing, and trail running. She also volunteers with the Strawberry Seals Swimming Team, where her daughters participate, and enjoys playing the piano and kalimba. An avid traveler, she has attended music festivals around the world and is working toward her goal of visiting all 63 U.S. national parks, with 27 already checked off her list.

Education:

• Bachelor’s Degree in Accounting – University of San Francisco

Professional Designations / Civic Associations:

• Certified Public Accountant – California
• Member, American Institute of Certified Public Accountants
• Member, California Society of Certified Public Accountants
• Board Member, Anthela Foods, Inc.
• Treasurer, Strawberry Seals Swimming Team