Leading

1/3
LEADING CPA , CFP FIELD IN
Accounting, Tax and Financial Planning
Small Business Setup, Cloud Accounting
Business CFO Consulting
Business Internal Audit & Consulting
Stock Option, RSU, ESPP Planning
Health Care Practice Accounting
Retirement Planning, Estate Planning
Financial Planning for Business Owners,
High Net Worth Individuals
 

Sean 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!"

 

* Important Note

Our minimum personal tax return preparation fee is $400. If your tax return is too simple for our minimum fee, please DO NOT fill out the form. 

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

"Click First Client Form for Price Quote"

© by 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