SJ Accounting Consulting, CPA CFP

Specialties

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, Sean, 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 15 years of financial accounting, tax, and financial advisory experiences, with a broad background in accounting, finance, and taxation. Sean 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.

History

Established in 2008.

Accounting and Outsourced Financial Management (CFO consulting services)

Business Setup /​Cloud Accounting

Medical Practice Accounting

Small Business Accounting

Business & Individual tax preparations (Multi-​states)

Tax planning strategies

Stock option, RSU, ESPP planning

Financial education

Financial planning

Cash flow management

Retirement Planning

Estate Planning

Senior Money Management

Review of Estate Planning

Charitable Giving Planning

Prepare Financial Statements and plannings

Reviews and compilations

Practice management consulting

Practice Buy/​Sell Analysis

Profit and loss analysis

Help with IRS tax problems

Accounting system consulting

Meet the Business Owner

Sean L.

Business Owner

Sean, the founder, has been recognized as one of the unique financial advisors who holds both Certified Public Accountant and Certified Financial Planner® certifications. He has more than 15 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.

Sean is an Executive Financial Advisor. We provide comprehensive accounting, tax, and financial advisory services to individuals, families of substantial wealth, and various profit entities. His primary responsibility is overseeing the strategic accounting, tax, and financial advices provided to clients located all over the United States and foreign countries.

Sean currently serves as a treasurer at the Ko-​Am CPA Society of Northern California.

Sean is a member of Milpitas Chamber of Commerce.