David Y Rhee

Rhee + Company is a certified public accounting firm that specializes in meeting the needs of successful businesses, individuals, and families. We are committed to delivering highly personalized services in tax planning, preparation and filing; business services and consulting; and financial planning, wealth management and other comprehensive financial services. Our goal is to help our clients preserve and grow their wealth by providing expert advice and comprehensive service.

Our Expertise: Personal Advisory

Managing your finances can be complicated, confusing, and time-consuming. At Rhee + Company, we understand the challenges of managing personal finances and the importance of staying on top of changing tax rules. That's why we offer personalized financial planning services to help our clients make informed decisions about their financial future. Our certified financial planners work closely with our clients to build sound, proactive financial plans to protect them and their families. We also provide guidance during unexpected life events that come with financial implications, such as inheritance, marriage, or birth.

Our Expertise: Business Advisory

At Rhee + Company, we offer expert business advisory services to help our clients optimize operational efficiency and resource allocation. Our extensive experience in corporate accounting, tax & audit, and business advisory makes us a one-stop source for all your tax, financial and legal advice. We provide a complete picture of our clients' businesses, helping them to make informed decisions and focus on running their businesses.

Our Expertise: Wealth Advisory

Acquiring and preserving asset wealth requires carefully coordinating all facets of your financial profile, personal and business. At Rhee + Company, we take a holistic approach to wealth management by evaluating our clients' entire portfolio as it relates to their individual goals and ambitions. Our certified financial planners work hand in hand with our clients to secure all aspects of their legacy, including gifting plans, trusts, and inter-generational succession planning. We help our clients keep what they spent their life working hard to build.

Our Team

Rhee + Company is proud of our team of experienced and dedicated professionals. Our team includes certified public accountants, certified financial planners, and business advisors who are committed to delivering personalized service and expert advice. We are proud of our commitment to our clients and our community, and we are dedicated to helping our clients achieve their financial goals.

Contact Us

Thank you for considering Rhee + Company for your tax, financial, and business advisory needs. We welcome the opportunity to work with you and help you achieve your financial goals. Please contact us at 508-960-2169 or 508-655-1185, or by email at contact@dyrhee.com to schedule a consultation.