Operating in the Bay Area for 15 years has allowed us to build a network of strong partnerships with highly competent, service-minded people. They have helped a number of our clients through the years and we are appreciative of the excellent service and care they provide. From real estate to tax planning to debt management help, here are our most trusted partners categorized by industry:
Real Estate
Spencer Hsu
San Francisco Bay Area
A native of San Jose, Spencer has established a prominent presence in the real estate sector through the formation of a dedicated team alongside his wife, Vivian, a seasoned lending professional. Over the past five years, Spencer has orchestrated transactions exceeding $250 million, a testament to his commitment to excellence and the establishment of enduring relationships with clients and partners.
Also, be sure to check out Spencer’s YouTube channel – the most popular real estate channel in the Bay Area!
Email: spencer@spencerhsu.com
Phone: 408 – 223 – 5493
Cliff Tsang, willowmar real estate
San Francisco Bay Area, Los Angeles
Cliff Tsang focuses on providing clients with exceptional service and helping them achieve their real estate goals, whether that’s discovering the house of their dreams or finding a lucrative investment property. His years of immersing himself in the ever-changing real estate market give him a 360 view of what it takes to succeed in a dynamic, fast-paced market like the Bay Area. Cliff is known for his hustle, hospitality, and strategic approach to making things happen from start to finish.
Email: cliff@willowmar.com
Phone: 909 – 575 – 9101
Tax Planning/Accounting
Asma Hoque
Work Wise CPA’s, Inc.
Asma Hoque, CPA, is the founder of Work Wise CPA’s, Inc.. Asma is an expert in providing cutting edge tax and accounting services. She specializes in stock option compensation and scenario modeling. She is dedicated to providing high-quality tax preparation and planning services to her clients. With over 7 years of experience in the public accounting world, she has the knowledge and expertise to ensure professional, accurate, and timely service. She handles complex tax matters so you can focus on what matters most to you!
Email: AsmaHoqueCPA@gmail.com
Phone: 714 – 512 – 2110
Harshita Pujara E.A.
STAR Tax Solutions, LLC
Harshita Pujara E.A., owner of STAR Tax Solutions, LLC, is an Enrolled Agent with over 20 years of tax preparation experience. She specializes in preparing tax returns for self-employed individuals, small businesses, partnerships and LLCs, while also servicing clients seeking tax advice on unique topics like stock options, real estate rentals, vacation homes, etc. She is an expert in preparing tax returns for non-U.S. Citizens living in the U.S. and is an IRS-authorized Acceptance Agent. She has resolved various tax matters with the IRS and state-taxing agencies for her clients.
Email: startaxsolutions@gmail.com
Phone: 949 – 208 – 4546
Debt Management and Loan Origination
Sora Finance
Rohit Agarwal & Siddhartha Oza
TWPA is proud to partner with Sora Finance to manage and optimize client liabilities. Sora’s software onboards mortgages, auto loans, student loans, and other lines of credit and scans for opportunities to save on interest payments. TPWA also uses Sora to help find the best rates for any new loans. This includes all consumer loans (home, auto, personal, SBLOC) and business loans (SBA, commercial real estate, and working capital). If you need support with any new loan or refinance, please don’t hesitate to reach out!
Email: lending@sorafinance.com
Looking for more? Check out our other suggested resources below, and do not hesitate to ask us for an introduction:
