I asked Kara and several other tax advisors for help regarding a potential investment. I was not aware that the tax rules are very simple. While several other advisors wanted to charge a lot of...
Dille & Koo
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History
Mrs. Kara Dille and Mr. Willis Koo met while auditing asset management firms at Ernst & Young (EY) in San Francisco over 15 years ago. Kara and Willis loved working together and always wanted to open a CPA firm at some point after working in industry. After many years working in asset management and with family offices, in 2016, Kara Dille, CPA and Willis Koo, CPA decided to open Dille & Koo, LLP (D&K) to bring their accounting, tax, and compliance expertise to firms, families, and individuals in the Bay Area.
Specialties
Dille & Koo, LLP (D&K) is a CPA firm that specializes in outsourced CFO work for businesses, HNW clients, family offices and nonprofits. --Firms We work with businesses that need outsourced CFOs to develop and maintain systems and operations with proper controls, integrity, timely reporting and transparency. --Families & Individuals We work with family offices and HNW individuals to assist with family office set-up, maintenance, assistance, special projects, tax, estate planning, reporting and more. --Nonprofits We are honored to specialize in nonprofits that need help setting-up controls, systems, reporting and transparency to effectively manage nonprofits in a cost effective manner.