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Magnolia Group LLP - Katie Sims Magnolia Group has been providing income tax and forensic accounting services in the Bay Area since 2005. Our founding partners and professional team bring a personal approach to complex financial issues.
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Magnolia Group provides high quality tax planning and forensic accounting for high net worth individuals, with a focus on issues found in Silicon Valley, including stock options and real estate. Magnolia Group provides income tax preparation and planning services for individuals and their related entities, including trusts, partnerships, LLC's, closely-held corporations and private foundations.
The founders have over 30 years combined experience and are skilled in navigating the financial complexities facing high net worth individuals. In addition to providing accurate and strategic tax planning, we work closely with your team of professional advisors, from estate attorneys to financial advisors.
In 2005, Alice Kim co-founded Magnolia Group, LLP. Today, she has over nineteen years of experience in public accounting, with a special focus on tax consulting for high net worth individuals and corporate executives. Prior to founding Magnolia Group, Alice worked at KPMG, Ernst & Young, Frank Rimerman & Co and Burr Pilger & Mayer.
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