Your Tax and Financial Team

Kiak Tae, CEO

Kiak Tae received a Bachelors of Arts degree in Economics from Haverford College in Pennsylvania. His experience stems from major financial institutions such as J.P. Morgan and AIG.  Kiak has been serving clients within the financial industry for over 10 years.  He is an Enrolled Agent with the following licenses: CA Real Estate Broker, NMLS Mortgage, CA Life and Health, and CA Property and Casualty.  During his spare time, he enjoys writing articles and giving financial (and tax) advice to consumers.

"Kiak is a very knowledgeable and educated person. About two weeks ago my wife and I did our taxes with him and he went beyond our expectations.  The customer service we received from Kiak and his staff was great! I highly recommend ITSFG for your next tax resolution. Thank you Kiak! We will definitely come back next year! Your review helps others learn about great local businesses." --Eduardo R.

David Harned, Partner

Over 50 years ago, David Harned started his tax practice in Lomita, CA.  In 2003, ITS Financial Group Inc began to serve clients in in the San Fernando Valley in 2003.  The two tax firms merged in 2014 to become ITS Financial Group Inc.

"Integrated Tax Services was the greatest choice for tax preparation I could find.  Kiak is extremely knowledgeable with all facets of finance - the tax preparation I needed as well as helping with growing my financial assets properly and wisely.  Not only did I receive a larger refund than in previous years, but I was given a complete breakdown as to why and how I was able to receive such a refund - they don't make you feel inferior if you're not sure about what's going on. --Manuel Z.

"Last year, our taxes were a mess. We had my fiancee's taxes, plus mine, PLUS a random LLC that I decided to open in 2014 not knowing how it'll affect my taxes. What I like about Kiak and his team is that they're EXTREMELY thorough. He's straight to the point, will tell you like it is, what EXACTLY you're looking at, and help you figure it out. He explained why I shouldn't have opened that LLC and how it would affect my tax situation...We took his tax advice, closed my LLC, and saw him again [the following year]...We got a great return on this year's taxes filing..." --Tony A.

 

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Katie Hsu, CFO

Katie Hsu obtained her Bachelors Degree in Business Economics and Psychology from the University of California, Santa Cruz.  As an undergraduate she interned at Deloitte & Touche and was offered a full-time position immediately afterwards.  A few years later, Katie decided that she wanted to focus more on consulting and developing relationships with clients.  She joined Cohen Miskei & Mowery as a forensic accountant for several years. As a forensic accountant, Katie has extensive experience in preparing taxes for individuals and businesses.

"This place is just amazing, very professional people that know the business very well. The person that help me do my taxes was Katie. She was very outstanding with plenty of knowledge. She answered all my questions and doubts I had and helped me out to get the most out of my taxes. I definitely highly recommend this place to everyone." --Fernando D.

"...Katie helped me through the tax process and was phenomenal. She was fast paced and efficient. She cares about my time and is a people person. Definitely recommend this place to someone who enjoys information and a timely manner. Will be coming back!" --Ricky P.

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Jennifer Tae, Realtor

Jennifer Tae earned her Bachelor of Arts in Business Economics from the University of California, Santa Cruz.  Prior to joining ITS Financial Group, Inc in 2014, Jennifer worked at The Walt Disney Company in the Finance Department.  Later, Jennifer worked at Warner Brothers in the Marketing Department.  Currently, she helps ITS Financial Group, Inc clients with other services.

"I hardly write recommendations on Yelp, but I need to for Jennifer...because [she was] phenomenal.   Jennifer is the absolute BEST and trust me, she will get you your dream home guaranteed.  Jennifer ALWAYS took time to explain every question we had and get us answers.  Basically EVERYTHING you need to buy a house from start to finish you can find under one roof which makes things infinitely easier.  --Vicki H.

"We found a home we loved faster than we imagined and Jennifer and her team worked on hyper speed to collect paperwork and help us win the bid - and we did!! All thanks to the speed of their internal processes." --Vicki H.

"I have recommended Jennifer to all my friends as they start looking to buy. Jennifer gets it done and gets you a dream house!!" --Vicki H.

 

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Anthony Ly, Office Manager

Anthony joined ITS Financial Group Inc. in December 2016 as our Office Manager.  He supports our team with all administrative and technical issues, including customer service.

"First of all Katie and Kiak are such a wonderful team.  They are a plethora of knowledge and sound advice.  Even during the busy tax season, they spend the necessary time with each client and never make you feel rushed.  They are extremely thorough and patient.  Most of all I am impressed with how much they genuinely care about their clients individually and the community in general.  It's obvious that they want to make a difference in today's economy.  They believe in trying to help their clients not only stay out of debt, but get them to a point of financial stability.  Thank you, Katie and Kiak for helping me with my taxes.  I look forward to a lasting relationship with you both."  --Lei W.

"I had a big tax issue as well as financial issues which they were able to help me with.  Kiak and his team have a wonderful depth of knowledge and empathy for you're situation.  They go out of their way to make you feel secure and work with you to ameliorate your tax issues."  --Andrew S.

 

 

 

 

 

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Mauro Rodriguez, Executive Assistant & Tax Associate

Mauro Rodriguez began his tax career with Liberty Tax Service over 7 years ago.  He has a passion for helping clients save their hard earned money by minimizing their tax liabilities.  Mauro joins ITSFG in his new dual role as a Tax Associate and an Executive Assistant.