Accounting and Law Practice
A boutique practice based in San Diego specializing in an integrated approach to taxes, estate planning, and wealth management.
TAX PLANNING & COMPLIANCE
Tax planning and preparation for individuals and businesses. We will keep you in compliance, offering insights along the way.
We will provide a composite review of your current portfolio and offer our recommendations.
Furthermore, we offer investment management in conjunction with an affiliated boutique investment advisory firm. You will thereby have a single point of contact for your entire financial and legal team with a holistic approach. (Gradient Capital Advisors, LLC is the affiliated firm.)
For your business needs, we offer accounting expertise. These services include quarterly and annual financial statement preparation; financial analysis; and, bookkeeping services.
Establish appropriate holistic estate plans and financial plans based on your financial, business, and life situations.
I started my career as an accountant with Ernst & Young focusing on real estate clients. I then did some consulting in the areas of financial reporting, internal controls, Sarbanes-Oxley compliance, and SEC filings. After a few years of consulting, I went back to law school at the University of San Diego during which time I interned for a Federal Magistrate and gained experience at a mid-size law firm. Upon graduation, and after getting married, my wife and I found work abroad in Zambia. Upon returning to San Diego, and having a couple sons, I worked as an executive for a mid-size company here in San Diego. I since started this practice.
Over ten years of accounting experience with international experience. Fluent in Korean with an accounting degree from the British Columbia Institute of Technology. Prior to living and working in San Diego she was employed in Vancouver, Canada. She has a young family and focuses her free time on them.
A UCSD graduate with multiple years of tax preparation experience. After UCSD he has held a variety of roles in the hospitality industry, including management. He is married and lives in North County, San Diego. He is a sports enthusiast, playing multiple sports and following local teams.