Samuel Jue is a Tax Manager at Realize CPA, LLP, where responsibilities include assisting high-net-worth individuals with tax needs and creating tax projections for estimated quarterly payments. Previously held roles include Tax Supervisor, Senior Associate, and Tax Associate at the same firm. Earlier experience includes serving as a Business Lending Associate at TMC Development Working Solutions, where Samuel was the first point of contact for clients seeking microloans, and as an Income Tax Assistant with the IRS through the VITA program, providing free tax filing assistance to low-to-moderate-income families. Additionally, Samuel completed a Finance/Accounting internship at La Jolla Playhouse, handling accounts receivables and payables. Education includes a Bachelor of Science in Mathematics and Economics from UC San Diego and ongoing studies for a Masters of Taxation at Golden Gate University.
Realize CPA, LLP (fka Eichstaedt & Lervold, LLP)
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.