Inspiring Conversations with JUSTIN OH of SW CPA INC

Today we’d like to introduce you to JUSTIN OH.

Hi JUSTIN, thanks for sharing your story with us. To start, maybe you can tell our readers some of your backstory.
I began my career in public accounting more than 15 years ago after studying economics and accounting. Early on, I noticed that many individuals and small business owners were receiving fragmented financial advice; one professional for taxes, another for investments, and someone else for financial planning. That experience made me interested in building a more integrated approach to helping clients manage their financial lives.

To better serve clients in a holistic way, I continued expanding my training beyond traditional accounting. In addition to becoming a Certified Public Accountant (CPA), I pursued credentials in financial planning and valuation, including the Certified Financial Planner TM (CFP®) designation and Accredited in Business Valuation (ABV). I also completed the CFA Level II exam as part of my broader interest in investment analysis and portfolio management. These experiences helped me develop a more comprehensive perspective on taxes, business strategy, and long-term financial planning.

Eventually I founded my own firm, SW CPA, where we focus on helping entrepreneurs, professionals, and families navigate taxes, business finances, and long-term planning. Many of our clients are small business owners building something meaningful, and it’s rewarding to help them grow and plan for the future.

Today my work continues to evolve as we expand services that combine tax strategy, financial planning, and business advisory. What motivates me most is helping clients gain clarity and confidence about their financial decisions so they can focus on growing their businesses, supporting their families, and building long-term stability.

We all face challenges, but looking back would you describe it as a relatively smooth road?
Overall the journey has been relatively smooth. One of the interesting challenges today is adapting to how quickly technology, especially AI, is changing the accounting and financial advisory profession. Rather than seeing it as a threat, I see it as an opportunity to improve efficiency and deliver better insights to clients. Our focus has been on thoughtfully incorporating new tools and technology while continuing to provide the judgment, strategy, and personal guidance that technology alone cannot replace.

Alright, so let’s switch gears a bit and talk business. What should we know?
SW CPA INC is a CPA and advisory firm focused on helping entrepreneurs, professionals, and growing businesses navigate taxes, financial planning, and long-term strategy. While many firms focus only on tax compliance, we take a more integrated approach that combines tax planning, financial planning, and business advisory so clients can make better financial decisions over time.

Our clients range from small business owners and professionals to families who want a clearer long-term financial roadmap. One area we are particularly known for is helping business owners think beyond annual tax filing and focus on broader questions such as business structure, profitability, and long-term wealth planning.

What sets us apart is our commitment to continuous learning and a multidisciplinary perspective. In addition to being a CPA firm, our background includes financial planning, valuation, and investment analysis, which allows us to approach client situations from multiple angles. At the end of the day, what we are most proud of is building long-term relationships with clients and helping them grow their businesses and financial stability over time.

What are your plans for the future?
Looking ahead, I’m excited about continuing to grow the firm and reaching more entrepreneurs and families who could benefit from thoughtful financial guidance. One of the things I’m currently planning is expanding with a second location in the Buena Park area so we can better serve clients in that community as well. I’m also investing more into outreach and marketing to connect with more business owners who may not realize how much the right tax and financial strategy can impact their long-term success. Ultimately, the goal is simply to serve more people while continuing to provide the same level of personal, relationship-driven advice that our clients value.

Contact Info:

• Website: https://www.sunwoogroup.net
• LinkedIn: https://www.linkedin.com/company/sw-cpa-inc/
• Yelp: https://www.yelp.com/biz/sw-cpa-glendale-2