Meet your helper!

Tae (also known as Steven) is a licensed Certified Public Accountant in the State of California with a passion to help clients find security and peace in their finances. Over the span of 8+ years, he has developed skills and experiences in a wide variety of accounting services including tax return preparation for businesses, self-employed, real estate investors/owners, non-profit entities and passive-income earners, as well as audit, review, and preparation/compilation of financial statements in real estate, medical groups, non-profit organizations, transportation, and consulting industries. 

Tae resides in Southern California with his lovely wife Ashley, two amazing children and their scruffy dog Abby. When he isn’t working with clients he enjoys spending time with family, snowboarding, exploring outdoors, and giving back to the community through local charities. 

• California State University, Sacramento - Accountancy

• American Institute of Certified Public Accountants - Member
• California Society of Certified Public Accounts - Member