COVID-19 UPDATE: We take the health of our employees, clients and community as a top priority. During the COVID-19 crisis, the team at SJ Accounting Consulting, Inc will be working remotely and virtually and are committed to remaining accessible to all our clients. We will continue to dedicate accounting, tax, financial guidance and advice to help our clients plan their route in this challenging financial environment. Please fill out the First-Time Client Form for the your questions and price quote.


Sung (Sean) Lee is a CPA and CFP®. Only 4% of CPAs are holding CFP® Certificate thus it is a very unique and limited. Ben Franklin says "Failing to Plan is Planning to FAIL!"-  As our mission is NOT to provide low quality services to a large number of clients. BUT to provide a high quality service (Saving taxes and maximize refund) to certain limited business and high net-worth individual clients with reasonable price.

All meetings are only available upon requested appointment.


"If you want a quote for our firm service price, please fill out this First client form. Once you fill out the form, we will send you a quote. If you agree with our quote, we will schedule an appointment. Thank you!"


Our services are not limited to a local area; we provide online tax consulting service throughout the U.S. Our financial consulting services can be presented to many business owners via online meeting.

We have worked with clients in the following areas:


  • Business Owners

  • High Net Worth Individuals

  • Doctors

  • Professional Athletes

  • Medical practices

  • Dental and oral health practices

  • Physician groups

  • Real estates

  • Restaurants

  • Retailers

     Practice Areas


  • Accounting and Outsourced Financial Management (CFO consulting services)

  • Business Setup / Cloud Accounting

  • Business Accounting

  • Business & Individual tax preparations (Multi-states)

  • Tax planning strategies

  • Stock option, RSU, ESPP planning

  • Financial education

  • Financial planning

  • Cash flow management

  • Retirement Planning

  • Estate Planning 

  • Senior Money Management

  • Review of Estate Planning 

  • Charitable Giving Planning

  • Prepare Financial Statements and plannings

  • Reviews and compilations

  • Practice management consulting

  • Practice Buy/Sell Analysis

  • Profit and loss analysis

  • Help with IRS tax problems

  • Accounting system consulting

© by Sung(Sean) Lee, CPA CFP®  Milpitas CPA CFP

CPA Milpitas CPA CFP Tax Accountant Accounting San Jose  CPA CFP, Santa Clara CPA CFP, Sunnyvale CPA CFP, Cupertino CPA CFP, Campbell CPA CFP, Saratoga CPA CFP, Los Gatos CPA CFP, Los Altos CPA CFP, Menlo Park CPA CFP, Palo Alto CPA CFP, Mountain View CPA CFP, Oakland CPA CFP, Pleasanton CPA CFP, Silicon Valley CPA CFP, Bay Area CPA CFP 

CPA Milpitas CPA CFP

CPA Milpitas CPA CFP Tax Accountant Accounting San Jose  CPA CFP, Santa Clara CPA CFP, Sunnyvale CPA CFP, Cupertino CPA CFP, Campbell CPA CFP, Saratoga CPA CFP, Los Gatos CPA CFP, Los Altos CPA CFP, Menlo Park CPA CFP, Palo Alto CPA CFP, Mountain View CPA CFP, Oakland CPA CFP, Pleasanton CPA CFP, Silicon Valley CPA CFP, Bay Area CPA CFP