1/3

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. 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.

 

 

CPA CFP Tax Accountant Accounting Los Altos, Menlo Park, Palo Alto, Mountain View, Oakland, Pleasanton, Silicon Valley, Bay Area
CPA CFP Tax Accountant Accounting Los Altos, Menlo Park, Palo Alto, Mountain View, Oakland, Pleasanton, Silicon Valley, Bay Area
CPA CFP Tax Accountant Accounting Los Altos, Menlo Park, Palo Alto, Mountain View, Oakland, Pleasanton, Silicon Valley, Bay Area

     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