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Tax  Preparation
 
Tax Planning
 
Consultations
 
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Tax Preparation
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Tax Planning
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Consultations
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Tax Tips

Tax Preparation & Planning

  • specialize in engineers, real estate investors, and small businesses
  • large tax deductions using SEP-IRA, 401(k), and defined benefit plans (max $210K deduction)
  • offer-in-compromise
  • tax savings plan

 

Consultations

  • retirement planning
  • college savings plan
  • life insurance
  • investing in stocks and real estate

Credentials

  • Certified Public Accountant (10+ years)
  • IRS Enrolled Agent (10+ years)
  • Master’s Degree in Taxation – SJSU
  • Bachelor’s Degree in Economics – UC Berkeley

My Services

  • Prepare tax returns (individuals, businesses)
  • Offers-in-compromise
  • Installment agreements
  • Tax Efficiency Planning

What I Do

Does your CPA prepare your taxes, but not offer strategies to reduce your taxes? I help people shield as much money from the IRS as legally possible. Most of my clients are engineers, real estate investors, small business owners, and foreign nationals.

Contact me for a complimentary consultation.

Video: Tax Basics for the Immigration Practitioner

Video: Tax Basics for the Immigration Practitioner

Credentials

  • Certified Public Accountant (10+ years)
  • IRS Enrolled Agent (10+ years)
  • Master’s Degree in Taxation – SJSU
  • Bachelor’s Degree in Economics – UC Berkeley

My Services

  • Prepare tax returns (individuals, businesses)
  • Offers-in-compromise
  • Installment agreements
  • Tax Efficiency Planning

What I Do

Does your CPA prepare your taxes, but not offer strategies to reduce your taxes? I help people shield as much money from the IRS as legally possible. Most of my clients are engineers, real estate investors, small business owners, and foreign nationals.

Contact me for a complimentary consultation. 

Video: Tax Basics for the Immigration Practitioner

Video: Tax Basics for the Immigration Practitioner

 

Korean also spoken