- Certifications: CPA
- Education: Bachelor’s, Business, California State University at Fullerton
- Services: Business Tax and Taxes for High-Net-Worth Individuals
- Languages: English & Korean
A fun-loving and fun-seeking person, James focuses on helping clients with all their business needs. From the routine aspects of business operations to the special situations that occur from time-to-time, he is consistent in his approach and avoids surprises.
Before joining Kim & Lee in 1990, James spent two years at an international accounting firm where he was a member of the audit team. Today, James works with domestic small businesses, where he prepares financial statements and tax returns and consults on a variety of business issues. He also helps high-net-worth individuals with tax planning and preparation. Whatever a client needs, he strives to solve problems and meet expectations.
The Seoul, Korea, native, currently resides in Fullerton with his spouse and their son. He’s also close to his two siblings and parents.
Delivering Success: Reduced taxes on the sale of a business
When a long-term client decided to sell his retail business, James wanted to find ways for the client to reduce taxes owed as a result of the sale. He suggested a presale trust and connected the client with legal and financial professionals who assured the client this was both a legal and beneficial strategy. Now, the trust pays the client annually a portion of the sale. Funds are secure since the client has control over the trust, and the client has experienced significant tax savings as a result.
- Arirang Community Foundation, board member
- Watching TV
- Physical activities
- Attending parties with family and friends
- My parents who are still thriving in their late 80s
- Hiking Mt. Baldy
- Golfing at Pebble Beach