San Dimas, CA Meeting: In-Person Only
Language(s): Spanish

Hello there my name is Xuong but go by Sean, I am a charismatic and patient professional in taxation and real estate, seeking clients in need of accounting and financial services. I believe that all people can learn, blossom, and achieve the American dream. I can work in chaotic situations with real estate contract dates, deadlines, and tax filing deadlines.  I can establish an instant relationship with clients, professionals, and agents from real estate to anything IRS related.

As a father of one, I enjoy educating my son with the wisdom, skills, and a positive mental attitude to be the next Mark J Kohler of the future.  (Got to start them young!)

With over 15 years of experience, I specialize in comprehensive financial services, including personal finance management, tax planning, mortgage advising, and real estate transactions. As the owner of Chumerica Financial Alliance, I guide clients in aligning their financial goals with tailored solutions. I am a licensed and certified professional in multiple fields, including tax, mortgage lending, insurance, and real estate, committed to delivering expert guidance, maintaining industry certifications, and helping clients navigate complex financial landscapes with confidence.

Licensing & Credentials

CPA - Certified Public Accountant EA - Enrolled Agent CFP - Certified Financial Planner

Services Offered

Accounting/Bookkeeping Payroll Sales Tax Insurance Tax Resolution

Tax Specialties

Small Business Real Estate