Holistic based approach focused on your success.

Aaron Li, CPA, brings technical expertise and commitment to precision to our accounting team. With a decade in accounting, he's a trusted advisor for complex financial matters. Armed with a Bachelor's in Accounting, he swiftly obtained his CPA from a Big4 accounting firm, dedicating to mastering financial intricacies. As a technical expert, Aaron navigates complex landscapes with ease. His attention ensures clients receive tailored financial advice. Aaron's innovation enhances efficiency, implementing cutting-edge software and strategic solutions. Outside work, he's active in the accounting community, mentoring aspiring accountants. With Aaron leading, trust your financial goals to a dedicated professional for exceptional results.

Kevin Tran, CPA, is our seasoned tax and small business specialist. With deep expertise during his tenure at a Big4 accounting firm, he navigates tax complexities efficiently, ensuring compliance and maximizing savings. Kevin offers tailored solutions, guiding clients towards financial goals while minimizing tax liabilities. As a trusted advisor, he empowers small businesses with strategic insights, from entity selection to cash flow management. Actively involved in the local business community, Kevin thrives when he is able to support entrepreneurs. Trust Kevin to navigate your tax and small business needs with dedication and precision.