SJ Accounting Consulting CPA CFP

5(2 reviews)Pleasanton, California

Open ⋅ Closes 5 pm
9 am–5 pm
Closed on Sunday

Sean 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 17 years of financial accounting, tax and financial advisory experiences, with a broad background in accounting, finance and taxation.

Services

Certified public accountant
Accountant
Bookkeeping service
Financial consultant
Financial planner
Tax consultant
Tax preparation

Accessibility

Wheelchair-accessible car park
Wheelchair-accessible entrance

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

4695 Chabot Dr Suite 200, Pleasanton, CA 94588, United States

Customer Reviews

Reviews

5(2 reviews)

Elianna Lowry

Sep 16, 2018on

Sean Lee is the best! Sean is very knowledgeable, responsive, and easy to work with. He takes care to explain thoroughly. We always left our meetings and phone calls very satisfied and empowered to make the right decisions. In the two years that my husband and I have been working with Sean, he's helped us with a number of tax accounting situations. We couldn't be more pleased with Sean's service. We highly recommend Sean Lee.

Chuyin Chen

Sep 15, 2018on

Sean at SJ Accounting Consulting is five stars! He always contacts and reminds me everything I need to do about tax before I need to ask him. He puts reminder for payrolls on my calendar for me. He communicates with me by webnar which you can see things on you screen during the call. The best is that he usually reply my email in one to two days! Professional, precise, and efficient! Highly recommend!