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Do you prepare your tax returns and personal financial plans by yourself? Usually, your self-prepared tax return might donate your money to Uncle Sam (governments). Even worse, you may receive a letter from the IRS to pay more taxes with penalties or interest for a year. As the old saying goes, you will get what you pay for. Or, sometimes, your tax preparer (CPA, EA) only prepares your tax return once a year without knowing your financial situation and goal after all of your fiscal year financial activities are completed. Even your financial advisor (insurance agent or commission advisor) only talks about their financial vehicles without knowing your tax situation. They don’t talk to each other; you cannot achieve your goals with these individual service pieces or self-preparation. All of your financial matters should be portmanteau.


Fortunately, Sung (Sean) Lee, the founder, has been recognized as one of the most unique financial advisors that holds both Certified Public Accountant and Certified Financial Planner® certifications. He has more than 20 years of financial accounting, tax, and financial advisory experiences, with a broad background in accounting, finance, and taxation. He has extensive experience helping clients develop and maintain long-term strategies for preserving and enhancing business assets and their wealth; he’s what they call an executive financial advisor. We provide comprehensive accounting, tax, and financial advisory services to individuals, families of substantial wealth, and various profit entities. 




CPA Milpitas CPA CFP Accountant Tax Accounting

CPA Milpitas CPA CFP 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 

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