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Tax & Accounting
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Financial Planning
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Quickbooks Setup
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Yes, I can help you with your tax and
financial problems. As a CPA & a Certified
Financial Planner, I combine over 13 years of
experience in tax and financial planning to help
clients achieve their financial goals.
As a sole practitioner, my practice focuses on
individuals and small businesses who are often
over looked by larger firms. I provide
personable and attentive services many bigger
firms cannot. Unlike seasonal firms who only
keep their office opened 2 months a year, I am
available year round and responsive to your
needs.
I graduated from University of Hawaii in 1996
and became a CPA in 2000 and a CFP® in 2003.
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James Wai, CPA/CFP
jw@JamesWaiCPA.com
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950 John Daly Blvd,Ste 200
Daly City CA 94015
415-812-4249
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