Benjamin Lee, CPA Managing Partner
Benjamin has been a CPA since 2000 after graduating from Griffith University in Australia with a Bachelor in Science-his major in Accounting & Finance. In 2002 he began his practice in the beautiful Richmond District of San Francisco, California, and has grown exponentially as a result of creating a sterling reputation with his clients in the area of financial advice through tax planning. As his practice grew over the years, so did the size of his clients, and today, he specializes in supporting both individuals and small to medium size businesses, utilizing tax strategies to promote business growth and personal estate planning.
Simon Law, CPA Managing Partner
Simon began working with the firm in 2006 and became a CPA in 2009. He graduated from nearby Sacred Heart Cathedral Preparatory (SHCP) in 2002. His expansive knowledge in the area of tax laws has earned him the title of "TGF" or "Tax Guy Forever" with several of his individual and business clients as a CPA here at the firm. Whether you're an individual or a small business owner-no return is ever too complex for Simon and his clients are often amazed at how quick and painless he is able to make their filing experience.
Brian Odo, Senior Tax Preparer
Brian has been with the firm since its inception, beginning as a Tax Preparer with Liberty Tax in 2002. His reputation for friendly, knowledgeable service to his clients precedes him. Brian has a wealth of experience in tax preparation, and specializes in individual returns and filings.
Charlie Liu, CPA & Senior Tax Accountant
Charlie joined our firm in 2016, and has since earned high praise from our clients for his high level of expertise and high quality customer service. In addition to accounitng expertise, his in-depth knowledge in tax matters including stock options, RSUs, foreign asset trusts etc makes him very important member of our team.
Ronn Seely, Senior Tax Preparer
Ronn has been with BOL beginning in 2002, and is well known by his clients for his knowledge and professionalism. When he's not traveling the globe, he is the firm's senior tax preparer, specializing in Registered Domestic Partnership (RDP) and other complex tax returns. He is fluent in Spanish, German, Italian, French, Portuguese and Czech.
Paola Capuano: Office Manager / Payroll Specialist
Paola's pleasant mannerism coupled with high efficiency in work make her very effective person. She is admired both by staff members and our clients.
JamesonTee, Senior Tax Accountant: Jameson's calm, assured mannerisim in addition to his accounting and tax expertise has endeared him to our many clients. He has, with his hard work and innate talent, acquired substantial knowledge in accounting and tax issues pertaining to both individuals and small business owners.
Heidy Lam, Senior Accountant,
Heidy began her accounting career over 10 years ago after acquiring a bachelor’s degree in economics followed by a master’s in business administration with a focus in accounting. Her experience from working in both public and corporate accounting along with her academic background has helped her develop a holistic understanding of accounting from the perspective of both service provider and the client. She leverages this knowledge in service of BOL Global as a senior accountant.
Chie Onuma, Senior Tax Accountant & Enrolled Agent EA
Chie has been a tax professional since 2007 when she started her career in Orange County, CA focusing on both individual and corporate tax returns. She graduated from California State University, Long Beach; College of Business accountancy program. In addition to her expertise in accounting, and tax issues of individuals and businesses, she also has good experience in variety of trusts, estates, etc. She is also an Enrolled Agent license holder since 2007. She is currently working on earning her Masters in taxation, Golden Gate University, San Francisco.
Brian Chan: Senior Tax Accountant
Brian began working at BOL Global in 2015 after transitioning from a career as a teacher. He graduated from San Francisco State University with a Bachelor's degree in Mathematics and received his Associate's Degree in Accounting from City College of San Francisco. He enjoys working with the BOL's diverse clientele and trying to best meet their needs.
Jin Sheng Tee, Business Development Specialist
Jin Sheng graduated from Iowa State University. He has been working at our company since 2016. He plays an important role to research and gather information about market and consumer trends and analyze complex statistical data. He assists our Marketing Director in various marketing functions such as search engineer optimization, analyze the effectiveness of our marketing campaigns and identify business development strategies.
Victor Joshi, MBA, Director of Client Services
Victor has brought to our firm 40+ years of experience in various facets of the business world and proven track record in marketing and client relationships development. He had held various professional licenses such as Series 7 stock broker; CTA- Commodity Trading Advisor registerd with CFTC, NFA; Real Estate, Life & Health insurance, etc etc. Now, he focuses on providing VALUE to our clients with help of BOL team members' proven expertise.
We are honored to receive an award as the Best Accounting firm, in SMB market, for 2018 in San Francisco by the San Francisco Award Program. It is an annual awards program honoring the achievements and accomplishments of local businesses throughout the San Francisco area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value. We also help individuals with their tax problems and tax returns
Hello Victor, You were the one that made me sign up with your firm, and the kindness and availability of your team made me
stay. Thank you very much for being a part of our success.
Bouche French Restaurant
Our top reasons for working with BOL have been around BOL's ability to be consistently pragmatic and flexibly adapting to
our changing and evolving business needs while being able to do this in a a reasonably affordable
Xscend Detailing, Campbell, CA.
Service is great, fees are reasonable.
Open Resty Inc, a software company
Simon and Victor, The meeting today about tax advisory was super informative. We are so glad we found you! Thank you for
taking us as clients and we look forward to keep working with you. Happy new year!
Jason & Fan Cox
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An income tax form is like a laundry list - either way you lose your shirt.
The hardest thing in the world to understand is the income tax.
The difference between death and taxes is death doesn't get worse every time Congress meets.