SJ Accounting Consulting, CPA CFP
Sean Lee, the founder of SJ Accounting Consulting, CPA CFP, is a highly skilled and rare individual. He holds both a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP) certificate, of which only 4% of CPAs possess. His mission is to provide high quality services, such as tax savings and maximized refunds, to select business and high net-worth individuals at an affordable rate.
Having worked in the field of accounting, finance and taxation for more than two decades, Sean understands the importance of planning ahead. As Benjamin Franklin said, “Failing to plan is planning to fail.” With Sean's expertise, he can help clients develop and maintain strategies that will help them protect and grow their assets and wealth.
Tax preparation is a yearly task, and often done without taking into account the client’s financial situation and goals. Likewise, a financial advisor will only discuss the products they offer, but not factor in the client’s tax situation. To reap the full benefits, it is important to have a comprehensive approach that takes into consideration all financial matters. This is where Sean’s dual qualifications come in – he is uniquely placed to bring together the two disciplines to help his clients achieve their financial goals.
Related Merchants
SJ Accounting Consulting, CPA CFP
Sean Lee, the founder of SJ Accounting Consulting, CPA CFP, is a highly skilled and rare individual. He holds both a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP) certificate, of which only 4% of CPAs possess. His mission is to provide high quality services, such as tax savings and maximized refunds, to select business and high net-worth individuals at an affordable rate. Having worked in the field of accounting, finance and taxation for more than two decades, Sean understands the importance of planning ahead. As Benjamin Franklin said, “Failing to plan is planning to fail.” With Sean's expertise, he can help clients develop and maintain strategies that will help them protect and grow their assets and wealth. Tax preparation is a yearly task, and often done without taking into account the client’s financial situation and goals. Likewise, a financial advisor will only discuss the products they offer, but not factor in the client’s tax situation. To reap the full benefits, it is important to have a comprehensive approach that takes into consideration all financial matters. This is where Sean’s dual qualifications come in – he is uniquely placed to bring together the two disciplines to help his clients achieve their financial goals.
Christeen Seymour, CPA
Christeen Seymour, CPA is a Houston based Certified Public Accounting (CPA) firm offering accounting, consulting and tax services to individuals and small businesses. Our mission is to help clients resolve their financial issues, such as unfiled tax returns, installment plans and offers in compromise. We provide remote services to our clients all over the nation. We are experienced in setting up new business formations, providing QuickBooks assistance and implementation, and organizing disorderly books. Our team also offers payroll and payroll tax filing services. Our dedication to quality service has helped us become one of the most trusted CPA firms in the area.
Kahn, CPA
Kahn, CPA PLLC, a professional accounting and financial consulting firm, has been located in Alexandria, Virginia since 1997. At Kahn, CPA, our primary goal is to help clients achieve their personal and business financial goals by providing the highest level of professional services and by being completely dedicated to our clients' needs. Our satisfaction is measured by the success of clients achieving their stated goals. We prepare tax returns for all types of clients including individuals, small businesses, estates and trusts. We use the latest sophisticated tax preparation and tax-planning software to assist in the completion of returns. Extensive reading and more than 40 hours of continuing professional education classes annually help us provide you the most up-to-date tax advice. If you would like to investigate whether Kahn, CPA is the accounting firm to help you or your company, we urge you to call or email us to schedule a initial appointment.
Louis Tommasino CPA & Associates
Louis Tommasino CPA & Associates is a full-service accounting firm with a focus on providing quality services to small businesses and clients in the entertainment industry. Led by Louis Tommasino, the firm's mission is to provide long-term solutions that ensure financial security and soundness for each client. Louis has an extensive background in public accounting, government controllership, and private CPA practice. The firm offers a variety of services, including business management, accounting, estate and trust planning, tax preparation, trustee services, business consulting, tax management, planning and management advisory, entertainment services, reviews and compilations, financial and retirement planning, IRS representation, entity selection and restructuring, pension and profit-sharing plans, business valuation, assurance and advisory services, litigation support and forensic accounting, bookkeeping/write-up, QuickBooks accounting assistance, cash flow and budgeting analysis, mergers and acquisitions, and IT services. Louis Tommasino CPA & Associates strives to provide professional, reliable, and comprehensive accounting services to their clients. They are committed to helping their clients maximize their financial security and success.
Carol Zirkle, CPA;
Fairfax Based CPA providing virtual controller, accounting, payroll, oversight, consulting and / or tax to C, S, and LLC entities as well as income tax services to individuals. Handling billing, accounts receivable, accounts payable, cash flow projections / budgeting, payroll, general ledger, sales / property / license and income tax matters as well as new business set up, staff organization, and business / computer consulting for Legal, IT, Service, Media/Advertising, Start-Ups and Consultants in Single Member LLCs, Corporations (S and C) as well as individuals. Proficient with QuickBooks, Peachtree, ProSeries, Blinksale, Harvest, Timeslips, Clicktime, Outlook, Excel, Sheets, Docs and Word.
Kate M O'Dea, CPA
Kate O'Dea, CPA has been serving businesses and individuals in the Denver Metro since 1991. With over 30 years of experience in professional planning and advice, Kate and her team strive to do business the old-fashioned way while providing top-notch service. Specifically, they believe in long-term relationships, developing staff, and honoring commitments in order to best serve clients. For clients, Kate O'Dea, CPA offers close personal attention to meet individual, financial, and business goals. To facilitate the process, their staff is available to come to their location for consulting and to pick up and deliver accounting records. Services that they offer include Accounting Services, Bank Account Reconciliation, Bookkeeping Services, Business Planning, Business Tax Returns, Corporations Tax Returns, Individual Tax Returns, Information Return Preparation (W-2 & 1099 Forms), Monthly Compiled Financial Statements/Balance Sheets/Income Statements, Partnership Tax Returns, Payroll Preparation, Payroll Services, Payroll Tax Preparation and Assistance (Monthly, Quarterly & Annually), Personal Tax Returns, Sales Tax Preparation and Filing, Sub Chapter S Tax Returns, Tax Planning, Tax Return Preparation Services, Trusts & Estates, and more!