Minjoo Lee, CPA

HistoryIt first was a home-based business in 2011.SpecialtiesWith reasonable price, high understanding your busisness as a Master Degree holder in accounting (CPA) / Financial Management and Certified QuickBooks Pro Advisor (2010/2011), our business offers: A. Basic Services: * Tax Preparation * Bookkeeping * Payroll * e-File tax forms B. Special Request Services * IRS Tax Problem Resolutions. * Compilation. * Analyses: Cost or others; mergers/acquisitions. * Outsourced Accounting / CFO. * Accounting / Business Research Project. C.Insurance / Financial Services (under CA Lic.0I20335 and affiliates) * Health insurance for individuals (On/off exchange, short term health plans, travels / global / expatriate plans). * Group Health Insurance (from 2+ employees) * Worker's Compensation * Medicare (Part C, D and Supp) * Supplemental Insurance * Life Insurance: Term (with Living Benefits), Permanent (UL, IUL), Whole Life (Financial Expense). * Long-term Care * Retirement Accounts (IRA, SEP, etc.)

Daven Sharma is the owner of Strategic Advisors, Inc., a Bay Area financial planning and wealth management firm.Daven works with people of all ages, including those who are just starting their careers. At the outset, a customized financial plan is