Years Of Experience
Joined Hamilton Tharp
Taxation, Accounting, Family Office Services, Sports & Entertainment; Professional Services
San Diego State University
Sports, Family, Golf, Volunteering
SDSU Alumni Board Member, SDSU Intercollegiate Athletics Committee Member, Aztecs Going Pro Volunteer
SDSU Alumni 2023 Rising Aztecs
"I am passionate about offering clients the best service and taking great pride in using a proactive approach to not only save taxes but seeing the importance of the overall financial picture to assist clients with making sound professional decisions."
Passionate about offering the best service, Kim takes great pride in using a proactive approach to serve clients. Her hard work and dedication to putting clients first set the foundation for her success working with small business owners, high net worth individuals, professional athletes, partnerships, corporations, trusts, and more! In the profession for more than a decade, Kim has developed expertise in serving professional service businesses, specifically physicians, in stock options, multi-state taxation and residency issues, advanced tax planning strategies (CLAT, NING, CRUT), real estate sales and exchanges, taxation of income earned overseas, entity selection, strategies for a business sale, and retirement plan set up.
A licensed CPA, Kim helps her clients achieve their financial goals by being available to answer questions and taking a step back to look at the bigger picture, suggesting creative solutions for her clients’ tax and life-long wealth planning. To act as a true business advisor to her clients, Kim has a very in-depth knowledge of the accounting related to the financials of business owners to not only help them minimize taxes but maximize profit. She is passionate about her work and highly values the client relationships she has developed.
She enjoys providing leadership and mentorship to up-and-coming accountants at the firm to try and inspire them to be great at what they do. Born in Merced, California, Kim moved to San Diego in 2006 upon attending San Diego State University. As a four-year letter winner for the SDSU women’s basketball team, Kim graduated with a bachelor’s degree in accounting in 2010. She was named to the Mountain West Conference All-Academic team and Dean’s list for the 2007 – 2008 season and received the SDSU Scholar-Athlete award seven out of eight semesters.
She began her accounting career at a San Diego accounting firm for the first eight years and worked her way up to manager before joining Hamilton Tharp, LLP. She is a licensed CPA in California and a member of the AICPA and Aztec Varsity Club. Kim serves on the Alumni Board and Intercollegiate Athletics Committee at San Diego State University. She previously volunteered for Rebuilding Together San Diego and Home of Guiding Hands Audit Committee. She is often at the forefront of recruiting for the firm and is part of the Aztec Mentoring Program, acting as a mentor to students of all majors at the university. Kim was recently honored with the distinction of being named one of ten 2023 Rising Aztecs in recognition for her leadership and dedication to San Diego State University Alumni.
Kim is an avid fan of all sports and is often found at sporting venues across the country and, most notably, at Aztec basketball and football games. You can find Kim riding her Peloton, spending time on the golf course, or enjoying time with her wife, Michelle, and their two Labradoodles, Callie and Jax.
Do you and your spouse together operate a profitable unincorporated small business? If so, you face some challenging tax issues. The Partnership Issue An unincorporated business with your spouse is…
The Tax Cuts and Jobs Act liberalized the rules for depreciating business assets. However, the amounts change every year due to inflation adjustments. And due to high inflation, the adjustments…
In business, where every decision can tip the scales of success or failure, a robust financial strategy is imperative. Enter Financial Planning & Analysis (FP&A) – an often underappreciated yet…
Inheritance brings its own set of challenges. Within the vast world of financial legacies, inherited Individual Retirement Accounts (IRAs) stand out thanks to their annual withdrawal requirements, also known as…