Benjamin Lee, CPA, B.O.L. Global Founder & President
Benjamin has been a CPA since 2000 after graduating from
Griffith University in Australia with a Bachelor's in Science-his major in
Accounting & Finance. In 2002 he
began his practice as a Liberty Tax Service franchise in the beautiful Richmond
District of San Francisco, California, and has grown exponentially as a result
of creating a sterling reputation with his clients in the area of financial
advice through tax planning. As his practice grew over the last 8 years, so did
the size of his clients, and today, he specializes in supporting small to
medium sized businesses, utilizing tax strategies to promote business growth
and personal estate planning. He also serves as the Finance Director for the
Mission Economic Development Agency (MEDA), a non-profit agency dedicated to
helping low to middle income families and aspiring small business owners obtain
financing in effort to stimulate the local economy. Benjamin's philosophy when he established the
Liberty Tax franchise in 2002 is still the same as we move forward into the new
decade as B.O.L. Global:
"We're big enough to serve you, small enough to know you and
your business."
Brian Odo, General Manager, Tax Preparer/Bookkeeper
Brian has been with the firm since its inception in 2002, and
his reputation for friendly, knowledgeable service to his clients precedes
him. Brian has a wealth of experience in
tax preparation, and specializes in individual returns and filings.
Simon Law, CPA
Simon began working with the firm in 2006 and earned his CPA after
graduating University of California, Davis with a Bachelor's of Science in
Economics. His expansive knowledge in the area of tax laws has earned him the
title of "TGF" or "Tax Guy Forever" with several of his individual and business
clients as the secondary CPA here at the firm. Whether you're an individual or
a small business owner-no return is ever too complex for Simon and his clients
are often amazed at how quick and painless he is able to make their filing
experience.
Siena Perez, Senior Accountant/QuickBooks Consultant
Siena began with the firm in 2008 and her in-depth working
knowledge of QuickBooks has earned her the title of Senior Bookkeeper and QuickBooks
Consultant on staff here at the firm.
Many of our clients request her personally, as she is also highly
experienced in the areas of federal income tax preparation, payroll tax
preparation, and financial statement compilations.
Sean P. Dodd, Client Service Representative
The newest member of our team, Sean joined the firm in March
of 2010, and brings 10 years of experience in the area of Enterprise Sales and Customer
Service to the firm. Sean's primary role
is working with our clients to create lasting business relationships and add
value to our package of financial services as "the face of our firm." His professional demeanor and reliable "can-do" attitude continues to earn him a class reputation as he grows the
client base here at the firm.
