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.

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.

Anson Zeng, Senior Tax Accountant & Enrolled Agent EA

Anson, after earning his accounting degree, invested a lot of hard work to acquire hands-on experience in bookkeeping, accounting for small, medium businesses. His tax expertise has been proven as he has been helping many business owners and techies with stock options, RSUs, ESPP, etc.  He is also an Enrolled Agent (with the IRS) license holder. 

Jameson Tee, Senior Tax Accountant

Jameson’s calm and confident demeanor, paired with his in-depth accounting and tax expertise, has made him a trusted advisor to many of our clients. His ability to communicate complex financial matters in a clear and approachable manner has further strengthened these relationships. Through a combination of hard work, continuous learning, and his natural talent, Jameson has gained substantial knowledge in addressing accounting and tax issues for both individuals and small business owners, ensuring that clients receive thoughtful, effective solutions tailored to their unique needs. He has helped many techies with tax implications of stock options,ISO, NSO, RSUs, ESPP, etc

Hang Dimeff, Tax Accountant

Hang Dimeff brings over 20 years of diverse finance and accounting experience. Originally from Hanoi, Vietnam, Hang earned a Master’s degree in Financial and Managerial Accounting with a focus on International Financial Reporting Standards (IFRS) from Berlin, Germany, in 2014. Her career spans eco-tourism, banking, and NGO projects, including work for the United Nations. Hang has specialized in California financial regulations and is actively working toward becoming a CPA. She has passed the FAR, REG, and AUD sections of the CPA exam and is preparing for the BEC section, while also pursuing her IRS Enrolled Agent certification, having passed Part 1 (Individual).

Sai Martin Lee, Senior Accountant

With over a decade of experience in bookkeeping and financial management across diverse industries, Sai Martin Lee is a seasoned accounting professional committed to delivering exceptional financial solutions. Sai specializes in maintaining precise financial records, optimizing accounting processes, and providing tailored financial strategies that align with clients' goals. Sai actively seeks opportunities to expand expertise in financial analysis, tax preparation, and financial statement preparation, ensuring the highest level of value and support for clients' long-term success.

Mynn (Shi Min) Lee, Financial Planning & Accounting Specialist

Mynn well-versed in financial principles and has an advanced analytical thinking to solve complex financial issues. On top of ensuring compliance with regulatory standards, Mynn is passionate about financial planning for both individuals and businesses. She specializes in presenting viable options for wealth growth, retirement planning, saving funds, and business financial solution & strategies to maximize funding value on a tax-deferred or tax-free basis. Her comprehensive approach helps clients make informed decisions to secure their financial futures while optimizing their tax advantages.