Partner
Leena Gupta
Tax
- San Jose
- 408-494-1249
Giving your passions 100% yields the greatest impact.
Giving your passions 100% yields the greatest impact.
Bio
Leena has over 23 years of public accounting experience, including four years within Big Four firms. Leena possesses extensive knowledge and experience in accounting and tax services involving closely held businesses, trusts and estates and high net worth individuals. Her expertise in tax planning, consulting and compliance services helps clients scale from start-up to going public and from simple returns to multigenerational estate planning. She also works closely with executives and employees to provide stock option consulting and compliance.
Experience
The quality and depth of people. We have so many great minds and these minds are essentially internal resources that we’re able to use to better serve our clients.
I moved from India to the United States because this is where my husband is from. I had to leave my family and friends and completely start over and learn an entirely new culture. As a consequence, I was treated differently but overcame those hurdles and have built a wonderful life here.
I work with a lot of high net worth individuals and the ones I enjoy the most are very grateful for what they have, passionate about helping others and their communities and take their means to make the world a better place.
Professionally, becoming partner because I came into this profession from India and proved to myself that I could achieve my ultimate goal despite the adversity I faced. Personally, it’s when I see my children making a difference in people’s lives. Both of my children are pursuing careers in the medical field because they are so passionate about helping others.
In order to succeed, you have to be passionate about what you do.
My clients and the challenges they bring to the table. They make my work interesting, and I know my solutions can help improve their lives.
