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Sung (Sean) Lee, CPA CFP®, the founder, has been recognized as one of the unique financial advisors who holds both Certified Public Accountant and Certified Financial Planner® certifications.  

 

He is a CPA and CFP®. Only 4% of CPAs are holding CFP® Certificate thus it is a very unique and limited.  

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He established the SJ Accounting & Consulting in early 2011 and has more than 20 years of financial accounting, tax and financial advisory experiences, with a broad background in accounting, investment, finance, taxation, and wealth management. 

 

Before establishing SJ Accounting Consulting, he was a controller/ Sr. tax advisor at Top #9 wealth management firm in U.S. and a senior tax and audit manager of various Top #1 regional CPA firms in California and Washington D.C area. 

 

Currently, he serves to various firms and families as a Chief Financial Officer.

 

 

The Strengths of Our Firm

 

We are located in San Francisco Bay area. We provide professional services onsite and online with paperless.

 

As our mission is NOT to provide low quality services to a large number of clients. BUT to provide a comprehensive high-quality service (Saving taxes and maximize refund) to certain limited high net-worth individuals and business clients with reasonable price.

 

We are customized CFO services and one-stop financial comprehensive services. We provide services to small business owners and their bookkeepers for the purpose of improving their success. We are dedicated to your business growth and profitability through education and support.

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We have extensive experience helping clients develop and maintain long-term strategies for preserving and enhancing business assets and their wealth. 

 

Thus, all business owners, management levels, and individuals can have peace of mind with our consulting supports, and save on their taxes and maximize investment returns. 

 

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