We are a team of highly accomplished, professional accountants working to provide comprehensive personal and business tax advisory services. 

Our experienced team of partners, managers, specialists, and support staff are able to offer a boutique level of personalized client service. Our clients tend to be high net worth individuals and/or company principals located on the US West Coast. We have particular experience in serving individuals who have both personal (family) needs as well as business entity needs.

We are here to help our clients realize their potential, realize their legacy, realize their business goals, and realize peace of mind.

To win a regatta, a rowing team must work collaboratively to steer
and power the boat quickly and efficiently to the finish.
Independently, each rower is powerful, but it takes a collective effort working in harmony to achieve the goal.
Realize can provide the balance, precision, and expertise you need to reach your goals.
You know where you want to go. Let us help you get there.

Accounting

Realize CPA, LLP (fka Eichstaedt & Lervold, LLP)

Realize CPA, LLP (fka Eichstaedt & Lervold, LLP)'s headquarters in San Francisco, CA, United States

Stephen Duprey

Tracy Hom

Kyle Vineyard

Anuj Chibber

Ping Wang

Minerva Tottie

Greg Biagini

Samuel Jue

Justin Stuhaan

The Accounting Team at Realize CPA, LLP specializes in offering personalized tax advisory and accounting services to high net worth individuals and company principals on the US West Coast. Comprising senior accountants, associate accountants, and specialists like the Client Accounting Services Manager and Senior Tax Resolutions Specialist, the team works collaboratively to manage both personal and business entity needs. They focus on providing expert guidance to help clients achieve their financial goals and maintain peace of mind.

Accounting Team

The Operations and Client Services team at Realize CPA, LLP ensures the seamless execution of both internal processes and client interactions. This team manages the firm's operational efficiency, handles client communications, schedules appointments, and provides administrative support to maintain high standards of client satisfaction. Their combined efforts streamline workflows, support the accounting team, and enhance the overall client experience by providing responsive and personalized service.

Operations and Client Services

The Tax Team at Realize CPA, LLP focuses on providing personalized tax advisory services for high net worth individuals and business principals. The team, comprised of partners, managers, supervisors, and specialists, collaborates to offer expert guidance on complex tax matters, ensuring clients achieve both personal and business financial goals while maintaining compliance and optimizing tax efficiency.

Realize CPA, LLP (fka Eichstaedt & Lervold, LLP)

Org chart

Teams

Accounting Team

Operations and Client Services

Tax Team

Offices

Realize CPA, LLP (fka Eichstaedt & Lervold, LLP)

Org chart

Teams

Accounting Team

Operations and Client Services

Tax Team

Offices

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