Sue Yen Leo has been a certified public accountant serving Southern California for the past 40 years. She formed her own firm in 1985 serving audit and tax clients of all sizes. Her expertise in tax planning as well as her strong knowledge of tax and business law ensure her clients get the biggest refunds and the lowest effective tax rates.
As a JD and Tax Attorney, Sue Yen is an expert in estate tax planning as well as international tax planning. She routinely scopes complex real estate transactions including 1031 exchanges, Opportunity Zone gain deferrals, and family office planning.