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If you have any problem or concerns of ESPP/RSU, don't hesitate and just go to this guy and get a consultation.
I'm lazy person so usually I don't leave any comment even if I get satisfied with some services, but I'd like to say thank you on his professional service and help for my tax problem.
Recently I have moved to US office from Korean branch.
Since I worked in Korea, I have 2 RSU/ESPP accounts. one was open when I was in Korea and which is international account, the other is after I moved to US.
I didn't know I had to move the shares in international account to US, which is OK and not illegal.
and then 2016, my company merged with another company and the problem happened there.
as a part of merge, ESPP/RSU were sold automatically and ISR withheld 30% of total of ESPP/RSU unconditionally, not just gains.
I've contacted with 2 CPAs who have very good score/review in SFKOREA.. but they are very rude, arrogant, unprofessional and one guy told me even he doesn't know RSU/ESPP. and they didn't even try to understand my situation.
Eventually I met Mr. Lee. He understood my problem immidiately,
very professional/kind/listening to me and haha, yes, I got refunded my money back from IRS.
Don't waste your time with other CPAs if you have any complex Tax concerns, just go to him.
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Jee
2016-09-17 14:55:13 |
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I have been received my company stock options, RSU, and ESPP but my previous tax preparer could not explain about these stuff well, so I was looking for someone who can explain my financial situation and any tax advice. I found Sean because he is a CPA and CFP. He analyzed my tax situation and guided me through the financial planning. I believe Sean has lots of knowledge about ESPP and Stock Options planning and is thought provoking toward my investment planning. I was very satisfied with his quality of service and definitely recommend his tax prep and financial planning. Sean has been made my entire financial life easy and painless. |
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jae
2014-07-08 08:58:29 |
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이성준회계사를 통해 복잡하고 까다로운 미국세법에 눈을 뜰 수 있었습니다. 제가 뉴욕에 살아서 시차가 있는데도 상담시간을 맞추어 전화도 해주시고 작년 세금보고 기록과 올해 기록을 비교분석해 주시면서 앞으로 나아가야 할 부분을 짚어주실 정도로 최선을 다하셨습니다. 개개인의 상황에 맞는 디테일한 상담을 하신다는 것을 경험으로 알 수 있었습니다. 이성준회계사님께 저는 세금보고와 개인재정상담을 받았습니다. 아주 만족합니다. |
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