Kim is a partner at DZH Phillips LLP. Her 33 years of professional experience provides a full range of tax planning and compliance services to corporations, partnerships, individuals, trusts and estates as well as clients in the nonprofit sector. Much of Kim’s experience has been in services related to real estate partnerships, as well as small and family-owned businesses. These services typically draw on Kim’s deep understanding of personal and business tax planning and compliance, including issues relating to trusts, estates, international operations and hedge funds.
Kim began her career with Deloitte, Haskins & Sells (now Deloitte & Touche). She later became a tax partner with Wilson, McCall & Daoro of San Francisco and subsequently, a partner with Daoro Zydel & Holland. When DZH merged with Smith, Lange & Phillips, Kim continued her role as a tax partner with the newly formed DZH Phillips. Kim received her Bachelor of Science in accounting from California State University at Long Beach and her Master of Science in taxation from Golden Gate University, and has pursued courses in certified financial planning at U.C. Berkeley. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Public Accountants (Cal CPA), and has served on the tax review team for CPAmerica, International. Kim actively participates in industry seminars and teaches tax seminars for DZH Phillips’ professional staff and clients.
Kim takes a detailed-oriented approach to accounting and has assisted clients in adopting more advantageous tax positions, including change in accounting methods, business structure, like-kind exchanges and use of installment sales reporting. She is particularly keen on working with high net-worth individuals and helping them to plan for their tax needs. With her dedication to serving her clients’ specific needs and goals, Kim builds long-lasting relationships with clients as she helps them continue to grow. When she’s not in the office, Kim enjoys biking, especially along the trails in the Marin headlands.