Magnolia Group LLP

At Magnolia Group LLP, we pride ourselves on providing high-quality income tax and forensic accounting services to individuals and their related entities. Our founding partners and professional team bring a personal approach to complex financial issues, focusing on issues found in Silicon Valley, including stock options and real estate. We understand that your financial questions don't occur only during tax season, which is why you'll have access to our senior partners year-round.

Income Tax Services

We provide income tax preparation and planning services for individuals and their related entities, including trusts, partnerships, LLC's, closely-held corporations, and private foundations. Our services include income tax planning, stock option planning, income tax return preparation, gift and estate tax preparation and planning, IRS and FTB representation, and more. We help our clients maximize tax saving opportunities while ensuring compliance with the ever-changing rules and regulations.

Family Law Forensic Services

In complex divorce cases, we work with your attorney(s) to act as experts for one or both parties, or as joint/neutral experts for the Court. We are recognized by the courts as forensic accounting experts in family law cases and work closely with your lawyers and team of related professionals. Our services include separate property tracing, post-separation accountings, stock option allocations, retirement account allocations, and income available for spousal and child support.

Our Expertise

Our founders have over 30 years combined experience and are skilled in navigating the financial complexities facing high net worth individuals. We work closely with your team of professional advisors, from estate attorneys to financial advisors, providing accurate and strategic tax planning. We're committed to helping you understand the story behind the numbers and ensuring your financial success.

Meet Our Team

Our team includes Alice Kim, CPA, Partner, who has over nineteen years of experience in public accounting and specializes in tax consulting for high net worth individuals and corporate executives. Katie Sims, CPA, Partner, has over fifteen years of experience preparing tax returns for high net worth individuals and closely-held entities. Connie Buenrostro serves as our Office Manager, and Ethan Tsui is our Staff Accountant. Renae Lisec is our Administrative Assistant, and Wanda Ginner, CPA, is a Consultant. Wendy C. Bastis, CFA, is our Litigation Manager.