I'm David Oh, a licensed CPA with over a decade of experience at Big 4 and other leading firms in Orange County. Throughout my career, I've advised real estate investors and high-net-worth individuals on complex tax strategies. That experience gave me a front-row seat to how strategic investors intentionally structure their portfolios to preserve capital, minimize tax exposure, and accelerate long-term wealth.
Today, I lead a boutique advisory firm committed to delivering that same strategic advantage to real estate investors, entrepreneurs, and growth-focused business owners. Our work goes far beyond compliance. I serve as a year-round strategic partner, not just the person who files your return in April.
My focus is simple: to help clients reduce tax liability with intention, protect assets with precision, and build generational wealth with clarity and purpose.
David Oh, CPA
Ready to partner with a CPA who works as hard for your business as you do?
See My Services →The hallmarks of working with Oh & Co., CPA.
You shouldn't have to chase your CPA. My clients get clear communication and defined response times, not radio silence until the extension deadline.
Quarterly meetings, estimated payment schedules, and year-end strategies built before the year closes. Not after.
Tax law is complicated. My job is to translate it into clear decisions. If you leave a meeting confused, I've failed at the most important part of this job.
We use enterprise AI tools with SOC 2 Type II compliance and commercial data processing agreements. Your tax information is never used to train AI models or shared with third parties. Those are contractual guarantees, not just policies.
