SJ Accounting Consulting CPA CFP

5(6 reviews)Milpitas, California
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Sung (Sean) Lee is a CPA(Certified Public Accountant) and CFP®(Certified Financial Planner®). Only 4% of CPAs are holding CFP® Certificate thus it is a very unique and limited. Ben Franklin says "Failing to Plan is Planning to FAIL!"- As our mission is NOT to provide low quality services to a large number of clients. BUT to provide a high quality service (Saving taxes and maximize refund) to certain limited business and high net-worth individual clients with reasonable price. He has more than 20 years of financial accounting, tax and financial advisory experiences, with a broad background in accounting, finance and taxation.

Services

Accessibility

Business Hours

Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–5 pm
Saturday
9 am–3 pm
Sunday
Closed

Find Us on Google Maps

1525 McCarthy Blvd #1000, Milpitas, CA 95035, United States

Customer Reviews

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Reviews

5(6 reviews)
Andrew Bi
Oct 18, 2023on
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Sean and his team did good job on my personal tax and business tax filing , fast and efficient, highly recommended

helen m
Aug 2, 2018on
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Sean has made our taxes stress free for the past two years! He helped us with a complicated out-of-state situation our first year, and most recently helped us file an amendment for something I had left out. I really appreciate his quick responses and turnaround, and am so glad we made the decision to switch from TurboTax.

Bob Huang
May 22, 2018on
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Sean filed my personal taxes, and also amended previous returns where TurboTax had incorrectly processed my Schedule K forms. We were able to exchange tax forms electronically via Google Drive after an initial meeting at his office. Sean was straightforward and easy to communicate with. He was quick to respond to my emails, even outside office hours.

Heewon Kang
Jan 31, 2018on
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I had a awesome tax filing with Sean, Lee. He and his staff always listen to me about my request. He kindly explain how to approach my tax filing and answered all of my question.

brian torres
Jan 25, 2018on
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My entire family has been using the same accountant for years but she finally retired. In my search I found Sean and I'm very glad I did! I've been doing things in a less-than-optimal manner for years without knowing it and he straightened up my books in ways I would never have figured out. I would highly recommend him and have referred many of my colleagues and family.

Hyun Lee
Jan 3, 2017on
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I have been running my business for 15 yrs and my ex-accountant I used to work with could could not clearly explain to me about my accounting and tax situation. I was looking for CPA and found SJ accounting consulting. Sean, the CPA listened and gave me thought provoking questions. He changed my accounting system, and my financial situations are transparent now. He is also CFP and helped my personal financial planning. I appreciate his help and definitely recommend his CFO consulting service.

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