Our firm specializes in meeting the needs of successful businesses, individuals, and families requiring highly personalized services in tax planning, preparation and filing; business services and consulting; financial planning, wealth management and other comprehensive financial services. We engage with our clients to chart, develop and execute individually tailored plans to meet the unique requirements of each client.
For more details about our service offerings and to experience the next level of personalized service please contact us at 508-960-2169 or 508-655-1185. You can also reach us by email at contact@dyrhee.com. Acquiring and preserving asset wealth requires carefully coordinating all facets of your financial profile personal and business.
For more details about our service offerings and to experience the next level of personalized service please contact us at 508-960-2169 or 508-655-1185. You can also reach us by email at contact@dyrhee.com. Acquiring and preserving asset wealth requires carefully coordinating all facets of your financial profile personal and business.
Services
About
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David Rhee started his firm in 2001 with the goal of delivering highly personalized tax and financial advice to his clients. He has in-depth tax and financial expertise and experience in a broad range of industry sectors such as technology, construction, health care, and retail. David's education includes a B.S. in Engineering from University of California at Berkeley, and both S.M. and Ph.
Our Expertise
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Acquiring and preserving asset wealth requires carefully coordinating all facets of your financial profile personal and business. Our holistic approach involves evaluating your entire portfolio as it relates to your individual goals and ambitions. Then, we work hand in hand with you to secure all aspects of your legacy, including gifting plans, trusts, and inter-generational succession planning.
Business Advisory
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Rely on our expert counsel to keep you on top of all the financial issues related to your business. We'll give you a complete picture of your business, helping you to optimize operational efficiency and resource allocation. With our extensive experience in corporate accounting, tax & audit, and business advisory, we'll take care of you and your business.
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