About Us
For more than three decades, we have provided accounting, tax, and management advisory services tailored to the unique needs and circumstances of each client.
As our clients' financial needs have evolved, so has our practice. Today, we work with individuals, business owners, families, expatriates, and clients with complex domestic and international financial interests. Our experience allows us to address both traditional tax and accounting needs as well as more specialized matters involving cross-border taxation, multi-state compliance, and international financial activities.
After decades of serving our clients, our commitment remains the same: to provide knowledgeable, dependable, and personalized accounting, tax, and advisory services built on trust, integrity, and long-term relationships.
Meet Our Team
Ivy H. Lee, CPA
Senior Tax Advisor & managing partner
Ivy holds a B.S. in Accounting and brings more than 25 years of experience in private tax practice. She specializes in providing thoughtful tax guidance to individuals and closely held businesses, helping clients navigate complex tax matters with clarity, confidence, and personalized attention.
Augustine S. Choi, CPA
Founder
Augustine holds a B.S. in Business Management and founded the firm in 1988. He specializes in international and expatriate tax services and brings extensive experience in federal compliance and financial matters, including prior work supporting U.S. government agencies.
Helen Choi, CPA
Assurance & Risk Advisor
Helen holds B.S. degrees in Accounting and Business Management and brings experience in assurance, internal audit, and risk management. Her professional background includes supporting KPMG’s internal audit and risk compliance services and serving as a manager within Ernst & Young’s assurance practice.