Founder
Oleg Shmal, EA
Founder & Managing Director
Oleg Shmal is the founder and manager of Miami Tax & Tech LLC. He is a U.S. Enrolled Agent with more than 25 years of tax, Big Four advisory, government, and technology experience across the United States, Europe, and the Middle East.
Before founding Miami Tax & Tech, Oleg held senior tax leadership roles at KPMG and PwC and previously served in tax authority leadership and controversy roles. His background combines tax planning, tax controversy, process automation, cross-border advisory, tax policy, and professional-services practice development.
At Miami Tax & Tech, Oleg focuses on U.S. tax planning, cost segregation strategy, tax compliance infrastructure, and international structuring for clients entering the U.S. market. Oleg lives in Miami, Florida.
Before founding Miami Tax & Tech, Oleg held senior tax leadership roles at KPMG and PwC and previously served in tax authority leadership and controversy roles. His background combines tax planning, tax controversy, process automation, cross-border advisory, tax policy, and professional-services practice development.
At Miami Tax & Tech, Oleg focuses on U.S. tax planning, cost segregation strategy, tax compliance infrastructure, and international structuring for clients entering the U.S. market. Oleg lives in Miami, Florida.
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U.S. Enrolled Agent
Admitted to practice before the Internal Revenue Service in federal tax matters. -
LL.M. in Taxation
University of Florida Levin College of Law, LL.M. in Taxation with U.S. law concentration. -
Admitted to the New York State Bar
Admitted to practice law in New York State. -
ASCSP Associate Member
Associate Member of the American Society of Cost Segregation Professionals. -
Big Four Background
Former KPMG Director and PwC Senior Manager with tax leadership experience across multiple jurisdictions. -
Law, Finance & Public Administration
Legal, finance, and public administration education with summa cum laude honors.
Team
Our Tax Technology Team
Miami Tax & Tech is founder-led, but not a solo practice. The firm is being built around a small group of named professionals with clearly defined areas of responsibility in tax advisory, compliance, technology, and international client support. For a boutique firm, this is a deliberate advantage. Clients know who is responsible for each part of the engagement and can see the professional background behind the work. As the practice grows, we are adding specialists selectively rather than building a large generalist team.
KEY ROLES — Experienced specialists added selectively to expand the firm while preserving direct senior involvement.
Head of Technology & Tax Automation
Yurii Shmal
Software Engineering, Tax Technology & Automation
Yurii leads the technology function at Miami Tax & Tech and is responsible for the systems and software that support the firm’s tax services.
He directs development of the firm’s proprietary cost segregation platform and leads separate tax-automation initiatives involving workflow automation, data processing, system integration, and technology architecture. He also oversees cybersecurity, cloud infrastructure, Microsoft 365, website operations, CRM (TaxDome) integration, and connections between the firm’s tax, accounting, and business applications.
Yurii holds a Bachelor of Science in Computer Science from Carnegie Mellon University with a concentration in Computer Systems. His technical background includes full-stack development, operating systems, databases, networking, machine learning, cloud technologies, and software performance engineering.
At Miami Tax & Tech, his role is to turn tax-service requirements into secure, scalable technology—from internal automation and data workflows to client-facing software products.
Yurii lives in Miami, Florida.
He directs development of the firm’s proprietary cost segregation platform and leads separate tax-automation initiatives involving workflow automation, data processing, system integration, and technology architecture. He also oversees cybersecurity, cloud infrastructure, Microsoft 365, website operations, CRM (TaxDome) integration, and connections between the firm’s tax, accounting, and business applications.
Yurii holds a Bachelor of Science in Computer Science from Carnegie Mellon University with a concentration in Computer Systems. His technical background includes full-stack development, operating systems, databases, networking, machine learning, cloud technologies, and software performance engineering.
At Miami Tax & Tech, his role is to turn tax-service requirements into secure, scalable technology—from internal automation and data workflows to client-facing software products.
Yurii lives in Miami, Florida.
Regional Advisors
Independent International Tax Advisors
International tax expertise alone is not enough. One lesson from our founder’s 25+ years of international practice is that cross-border planning works best when U.S. expertise is combined with professionals who understand the other jurisdiction from within. Our independent regional advisors bring years of professional and personal experience in the markets our clients come from. They understand local legal and tax systems, business culture, decision-making practices, and the forces shaping regulatory change. This perspective helps us identify issues earlier, anticipate developments, and build U.S. tax strategies around the client’s complete cross-border position — not just the U.S. side of the transaction.
INDEPENDENT REGIONAL ADVISORS — These professionals are independent advisors, not employees of Miami Tax & Tech LLC.
Independent Senior Regional Advisor – China / Asia
Yan He
China Tax Law Scholar, Associate Professor, Ph.D., UF Tax LL.M.
Yan He serves as an Independent Senior Regional Advisor for China and Asia, bringing more than a decade of academic, legal, and cross-border experience in Chinese tax, business, and corporate law.
Yan is an Associate Professor at a law school in Beijing, where she has taught Chinese Tax Law, international taxation, Business Law, and Corporate Law since 2013. She has published three books and more than ten peer-reviewed articles on tax law and has contributed to legislative proposals. Her earlier professional experience includes corporate and M&A at Dacheng Law Offices and a visiting-scholar appointment at Michigan State University.
Her academic background combines a Ph.D. in Economic Law from China University of Political Science and Law with an LL.M. in International Taxation and U.S. Law from the University of Florida. During her PHD program, she got government scholarship and studied EU tax law in European School of Advanced Tax Studies of the University of Bologna. This combination gives her a particularly useful perspective on matters where Chinese legal and tax considerations intersect with U.S. taxation, investment, and business expansion.
At Miami Tax & Tech, Yan supports matters involving Chinese investors and Chinese-owned U.S. businesses, including U.S. real estate investment, international structuring, pre-immigration planning, U.S. estate and gift tax exposure, withholding, transfer pricing, and cross-border business operations. Where China-side legal advice is required, the firm coordinates separately with a leading Chinese law firm with which Miami Tax & Tech has an established contractual relationship.
Yan lives in Lansing, Michigan and Beijing.
Yan is an Associate Professor at a law school in Beijing, where she has taught Chinese Tax Law, international taxation, Business Law, and Corporate Law since 2013. She has published three books and more than ten peer-reviewed articles on tax law and has contributed to legislative proposals. Her earlier professional experience includes corporate and M&A at Dacheng Law Offices and a visiting-scholar appointment at Michigan State University.
Her academic background combines a Ph.D. in Economic Law from China University of Political Science and Law with an LL.M. in International Taxation and U.S. Law from the University of Florida. During her PHD program, she got government scholarship and studied EU tax law in European School of Advanced Tax Studies of the University of Bologna. This combination gives her a particularly useful perspective on matters where Chinese legal and tax considerations intersect with U.S. taxation, investment, and business expansion.
At Miami Tax & Tech, Yan supports matters involving Chinese investors and Chinese-owned U.S. businesses, including U.S. real estate investment, international structuring, pre-immigration planning, U.S. estate and gift tax exposure, withholding, transfer pricing, and cross-border business operations. Where China-side legal advice is required, the firm coordinates separately with a leading Chinese law firm with which Miami Tax & Tech has an established contractual relationship.
Yan lives in Lansing, Michigan and Beijing.
Our Professional and Technology Partners
Our Trusted Partners
Miami Tax & Tech collaborates with trusted service providers, including specialist legal, engineering and accounting firms. These are specialist external providers — not employees or advisors of the firm
Selected Third-Party Providers — These are specialist external providers — not employees or advisors of the firm.