ABOUT

About Ken Eremita, CPA:
I’ve been working with physicians and independent professionals since 2015, when a physician in my family introduced me to a colleague who needed tax help. That first client led to more, and over time I found myself advising people who, like me, were navigating the challenges of being independent - running a business, managing investments, and trying to make smart long-term decisions.
I earned my accounting degree from Santa Clara University in 2010 and started my career in public accounting soon after. I worked with mid-sized firms and financial institutions, where I developed deep experience in tax and investment accounting for complex businesses and portfolios. My time at PwC auditing registered investment companies like Capital Group's Funds helped sharpen that technical foundation even further.
But what makes the work meaningful for me is helping real people, especially those who’ve taken the leap to work for themselves, build something sustainable and rewarding. Clients work directly with me. I don’t outsource or pass off critical work, and I limit how many clients I take on so I can stay proactive and involved. The goal is simple: help self-employed physicians keep more of what they earn, shelter their investments from taxes, and avoid the headaches that come from reactive planning.
Outside of work, I spend most of my time with my wife, our son, and our two dogs: a golden retriever and a shepherd rescue. When I’m not joking around with my son or pulling socks out of a dog’s mouth (the "retriever"), I’m trying to sell my wife on my my next barbecue vision.
Why Choose Me?:
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Personal Connection: I work directly with every client, ensuring a deep understanding of their unique financial situation.
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Exclusive Service: With limited new client intake, my goal is best in-class service and ever-improving deliverables. My goal is to offer the most optimized and proactive service for self employed physicians.
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Technology-Driven Solutions: Leveraging modern software for workflow tracking and tax planning, I ensure precision and efficiency, allowing for real-time updates and proactive adjustments. As a high-profile boutique firm, I regularly re-assess and improve security protocols to ensure the safety of client data.
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Stress-Free Tax Planning: My mission is to take the burden of tax planning and compliance off your shoulders, so you can focus on what you do best - whether that’s intense shift work, high volume procedures, or growing your own private practice and everything in between.
Core Values:
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Proactive Planning: I don’t wait for tax season. Through regular updates and ongoing strategy sessions, we’ll ensure your finances are optimized year-round.
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Transparency: I believe in clear, upfront pricing with no surprises. You’ll always know exactly what you’re paying for.
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Exclusive, Managed Growth: As I limit my client intake, I can promise each client the personal attention they deserve without sacrificing service quality.
"Our tax law favors inheritors and investors - not earners. My goal is to help high earners put themselves in the position to become investors so they, too, can maximize the benefits of the tax code."
-Ken Eremita, CPA