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.
Sean is very knowledgeable in his field of expertise. Not only does he help us accomplish our tax returns, but also does it in a way that makes us feel confident and satisfied. We definitely will recommend him to our friend and family.
