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  • Home
  • About Us
  • Services Offered
    • Tax Planning & Strategy
    • Tax Preparation
    • Business Tax Advisory
    • Entity Structuring & Optimization
    • IRS Support & Representation
    • Tax Resolution & Compliance Cleanup
  • Our Network
  • Contact Us

About Us

At Curated Tax Advisory, we believe tax services should go beyond compliance. Our focus is on helping clients proactively manage their tax position, reduce liabilities, and make informed financial decisions.

About Us

A Smarter, More Strategic Approach to Taxes

Curated Tax Advisory was built on the belief that tax services should be more than just filing forms, they should be a strategic advantage. We work with individuals and business owners who want clarity, confidence, and control over their financial future. Our role is to simplify complex tax situations and provide proactive strategies that align with your long-term goals. Unlike traditional tax firms that focus only on compliance, we take a forward-thinking approach. We look ahead, identify opportunities, and help you make informed decisions throughout the year—not just during tax season.

36

Years of experience

15K

Satisfied clients around the USA

642

Businesses serviced in 12 states.

The Team

Meet Our Team

Sun Mi “Anne” Shim

Financial Planner Advisor and Vice President

Sarah Whi

Administrative Bookkeeping Specialist

Lauren M. Kim
Tax Associate

Michelle Adams
Creative Marketing Manager and Client Relations
 

Ready to turn your tax strategy into a competitive advantage ?

Contact us today to schedule a consultation or to learn more about our services.
Call Us Now

STRATEGIC TAX ADVISORY BUILT AROUND YOU.

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  • About Us
  • Our Network
  • Contact Us
Services
  • Tax Planning & Strategy
  • Tax Preparation
  • Business Tax Advisory
  • Entity Structuring & Optimization
  • IRS Support & Representation
  • Tax Resolution & Compliance Cleanup
Address

7474 North Figueroa St 
Los Angeles, CA 90041

Phone: (323) 254-3072 
Toll Free: (888) 988-401K 

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