Certified public accountant in Pleasanton, CA (show on map)
5.0
★★★★★
3 reviews
SJ Accounting Consulting, Inc. is a CPA and CFP firm in Milpitas, CA offering accounting, tax preparation, and financial planning services to businesses and high net-worth individuals in the Bay Area.
Sung (Sean) Lee, CPA CFP, the founder of SJ Accounting Consulting, Inc., has been recognized as one of the unique financial advisors who holds both Certified Public Accountant and Certified Financial Planner certifications. Only 4% of CPAs hold the CFP certificate, making this firm unique.
He 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 a Top 9 wealth management firm in the U.S. and a senior tax and audit manager at various Top 1 regional CPA firms in California and Washington D.C. area. The firm provides customized CFO services and one-stop financial comprehensive services to small business owners and their bookkeepers.
Only 4% of CPAs hold CFP certificate
20+ years of experience
Top 9 wealth management firm background
Top 1 regional CPA firm experience
Customized CFO services
One-stop financial comprehensive services
Bay Area location with online services
Services
Accounting and Outsourced Financial Management
CFO consulting services for businesses needing financial oversight and management.
What services does SJ Accounting Consulting offer? +
They offer accounting and outsourced CFO services, business setup and cloud accounting, multi-state tax preparation, tax planning strategies, stock option/RSU/ESPP planning, financial planning, reviews and compilations, and IRS tax problem resolution.
Who does SJ Accounting Consulting serve? +
They serve business owners, high net-worth individuals, doctors, professional athletes, medical practices, dental practices, physician groups, real estate professionals, restaurants, and retailers.
What are the credentials of the firm founder? +
Sung (Sean) Lee holds both CPA and CFP certifications. Only 4% of CPAs hold the CFP certificate. He has over 20 years of experience in accounting, investment, finance, taxation, and wealth management.
How can I contact SJ Accounting Consulting? +
You can call them at 408-430-7326 or email [email protected]. They have offices in Milpitas and Pleasanton, California.
What is the virtual meeting process? +
They offer virtual video call meetings with online screen-sharing. The process involves a brief screen-sharing call to disclose the tax prep or consulting agreement, sending an E-invoice for 50% fee (100% for online consulting), creating a shared folder in Cloud Drive for document upload, and after review of the draft or consultation completion, paying the remainder.
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