Our Team
Our Story
Founded in 2004 by Kim Kastl under the name Secure Taxes, Inc., the company has experienced considerable growth over the years.
After providing top-level tax services to clients, Kim has decided to retire from her roles as a full-time tax professional and business owner to enjoy her personal life more.
In 2023, Joon Um has joined Kim to assist clients with their tax and accounting needs. Although Kim is retiring as a full-time professional, she plans to continue supporting both the company and its clients as needed.
We understand that each client's situation is unique. Not only do we continue to provide top-level tax services, maintaining the high standards set by Kim, but we also proactively help clients develop tax plans. These plans aim to minimize tax liabilities and address financial goals and objectives using the most efficient methods available.
Cora Julian
Office Director
Glenda Yang
Tax Advisor (CPA, CFA®)
Jennifer Park
Remote Director
Jessica Choi
Tax & Accounting Advisor (CPA)
Joon Um
Tax Advisor (Enrolled Agent, CFP®, CLU®, ChFC®)
JP De Luna
Accounting Manager (CPA)
Kim Kastl
Legacy Advisor (Enrolled Agent)
Salman Latiff
Tax Manager