are the ones who do the work
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 across New Jersey, New York, and Washington State. Every return that leaves the practice is prepared or reviewed by William personally.
B.S. in Accounting, Central Washington University.
Claudia is an Enrolled Agent (EA) working alongside William, supporting clients with tax and financial matters through careful analysis and close attention to detail. She works collaboratively with William on research, document review, account and figure verification, and client communication.
She approaches each matter with a fresh perspective, carefully reviews the relevant information, and strives to understand each client's individual circumstances and needs in order to provide a more organized, attentive, and comfortable service experience.
B.A. & M.A., Hunter College, CUNY.
You work directly with your preparer
No hand-offs to junior staff. The CPA or EA who meets with you is the one who prepares and reviews your return.
Secure document handling
All client documents are exchanged through an encrypted secure portal — never by plain email. Compliant with IRS Pub 4557 and the FTC Safeguards Rule.
Year-round availability
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.
Transparent pricing
Starting fees are published. Final quotes are confirmed before any work begins — no surprises on the invoice.
