Clear, reliable tax guidance — explained in English and Korean. by William (Sang Y.) Lee, CPA, serving individuals and small businesses across the greater NY/NJ area.
From a straightforward W-2 return to a complex small business — every engagement handled with the same precision and personal attention.
W-2 filers, self-employed (Schedule C), rental income, K-1s, capital gains, multi-state, and foreign income including FBAR and Form 8938.
S-Corporation (1120-S), Partnership (1065), and C-Corporation (1120) returns, owner K-1s, state filings, and new-entity setup guidance.
Monthly QuickBooks Online bookkeeping, reconciliation, and financial statements. Catch-up and cleanup for behind or disorganized books.
Payroll processing, quarterly 941 filings, year-end W-2s and 1099s, and state sales & use tax filings on a monthly or quarterly schedule.
Notice review and plain-language explanation, written response preparation, and representation under Power of Attorney (Form 2848).
Quarterly estimated tax strategy, year-end planning, and ongoing advisory so tax season has no surprises. Entity formation and setup guidance.
A bilingual (Korean / English) Certified Public Accountant with over 10 years of taxation experience across New York, New Jersey, and Washington State. Prior professional background includes mortgage and real estate lending at Wells Fargo and Boeing Employees Credit Union (BECU), and financial planning & analysis at Shinhan Bank America in New York City.
Founded Insight Tax Pro LLC to bring precise, plainly-explained U.S. tax and accounting services to individuals and the small-business community in Bergen County and the greater NY/NJ area. When you work with Insight Tax Pro, you work directly with William — the CPA who prepares and reviews your return.
B.S. in Accounting, Central Washington University.
No hand-offs to junior staff. The CPA who meets with you is the one who prepares and signs your return.
All client documents are exchanged through an encrypted secure portal — never by plain email. Compliant with IRS Pub 4557 and the FTC Safeguards Rule.
Financial questions don't wait for April 15. Reach out year-round for guidance on payroll, a sales-tax question, or a letter from the IRS.
Starting fees are published. Final quotes are confirmed before any work begins — no surprises on the invoice.
한인 스몰비즈니스 사장님과 미국에 진출한 외국인 소유 법인을 한국어와 영어로 정확하게 도와드립니다.
Tax and accounting explained clearly in both English and Korean — so nothing gets lost in translation.
모든 세금보고와 회계 서비스를 한국어로 진행합니다 — 번역 없이 정확하게
S-Corp, LLC, 개인 사업자 — 업종과 사업 형태에 맞는 세무 처리
장부 정리부터 월별 컴플라이언스까지 — 한 곳에서 일괄 처리
4월 15일만 있는 게 아닙니다 — 언제든 질문하세요
Current on tax law, credentialed in both NY and NJ, and using modern technology to ensure accurate compliance and forward-looking strategy — not just a filed return.
Mid-year payroll question, a sales-tax notice, a letter from the IRS — you get a clear answer without unnecessary delay, year-round, not just in tax season.
You deserve more than a quick answer. Persistent and resourceful on complex issues, with strong research skills and a network of professionals for specialized questions.
Transparent pricing, honest communication, and recommendations built around your best interest — not a rushed filing or an inflated bill.
Ready to get started or have a question? Send us a message and we'll get back to you within one business day.
| Monday | By appointment |
| Tuesday | By appointment |
| Wednesday | By appointment |
| Thursday | By appointment |
| Friday | By appointment |
| Saturday | By appointment |
| Sunday | Closed |