San is a Strategic Partner - is the co-founder of Ideal Accounting and Tax Services located in the City of Lake Forest. Along with his wife, Susan, San continues to provide exceptional services for individual and business tax preparations since 1997.
San is a Certified Public Accountant licensed in California since 1995 License #124746, Bachelor of Science degree in Accounting from California State University at Los Angeles. San is an Investment Advisor Representative, holding Series 7 and 66 with Avantax Advisory Services and Avantax Investment Services respectively. He is also insurance licensed (CA #4023718) and an independent California Real Estate Broker (License#1421447). San has over 30 years of experience in California managing numerous types of individual and small business clients.