Will provides tax compliance, planning, and consulting services for high net worth individuals and families. While he primarily works with individuals, he has experience serving clients in the professional services, healthcare, real estate, and technology industries, among others. He’s particularly skilled at helping clients asses the tax implications of stock options and other forms of alternative compensation.
Will enjoys the personal aspect of communicating with and assisting his clients. He likes to learn about what makes every client’s tax situation unique, and get to know them and their story. Will is also fluent in Korean, and has experience working on multi-state tax issues.
Professional & Business Affiliations
American Institute of Certified Public Accountants
Washington Society of Certified Public Accountants
Education
Bachelor of Science in Accounting, University of Oregon
Professional Certifications
Certified Public Accountant
Will enjoys spending time with his family and collecting a range of different things, such as sports cards and whiskey. He loves sports, basketball in particular, and is a big fan of the Oregon Ducks and the Portland Trailblazers. He hopes to travel to Europe with his family, as well as go on a Caribbean cruise. Will’s wife is a CPA as well!
