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
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.
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.
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.
Reviews (3)
Drs Persky & Battaglin
Jan 07, 2020
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David Rhee and his team are AWESOME! David is a top notch CPA, listens to your needs and works with you to do your business accounting, your personal and business taxes, your corporate "stuff" and in between all that David oversees a non profit orphanage in Haiti! Want to do yourself a financial favor...visit David Rhee and Company....your wallet will be happy!
Captain Picard
Aug 27, 2019
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David and Peter are consummate professionals and accounting gurus. They will fight for you using everything legally at their disposal to make sure you get the biggest refund possible. They also work as great financial advisers providing practical advice that's actionable.
Perhaps most importantly - they are great people. A sincere team that really cares about you and your family. Highly recommend.
Perhaps most importantly - they are great people. A sincere team that really cares about you and your family. Highly recommend.
Christina Keast
May 09, 2019
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We have been working with David for the past few years and continue to be impressed every time we meet with him. He is extremely knowledgable, reliable and patient, which has made filing taxes much easier for our family. He takes the time to explain each step and makes recommendations along the way. David is an all around great guy who is easy and fun to talk to - I highly recommend him and the team at Rhee + Company!
