Your Partner in Tax Success
Personal service backed by professional expertise since 2022
How Pacific Sunrise Tax Services Began
Founded in 2022 by Kenneth Leivan, CPA, Pacific Sunrise Tax Services was built on a simple belief: tax preparation should be personal, professional, and stress-free.
After years at large accounting firms, Kenny saw too many clients getting lost in the shuffle—passed between staff, given cookie-cutter advice, and treated like numbers instead of people. He founded Pacific Sunrise to do things differently.
Today, we serve 300-400 clients annually, each receiving the same personalized attention and expert review. No matter how simple or complex your situation, you'll work directly with Kenny—a licensed California CPA with over 10 years of experience.
Kenneth Leivan, CPA
Principal & Founder
Professional Background: Kenny earned his CPA license in California and has been practicing since 2014. He's prepared over 4,000 individual and business returns, covering everything from straightforward W-2 returns to complex multi-state corporations.
Specializations:
- Small business taxation (S-Corps, partnerships, LLCs)
- Real estate investors and rental properties
- Multi-state tax compliance
- Setup and training for QuickBooks
- IRS problem resolution
Why Kenny Started Pacific Sunrise: "I wanted to create the kind of firm I'd want to work with as a client—one where you're not just a file number, where your CPA actually knows your name and your situation, and where you get consistent, reliable service year after year."
Credentials
- ✓ California Licensed CPA (Active)
- ✓ 10+ years of tax and accounting experience (2014-present)
- ✓ 400+ individual and business returns prepared annually
- ✓ Certified QuickBooks ProAdvisor
- ✓ Member, American Institute of CPAs (AICPA)
- ✓ Member, California Society of CPAs (CalCPA)
Outside the Office: When not working with clients, Kenny spends most of his weekends outside with friends and family, playing pickleball, and walking his dog.
Drew Leivan
Operations & Client Relations
Drew ensures every client receives accurate, timely service and clear communication throughout the tax preparation process. His technical aptitude and systematic approach to document management keeps projects organized and on schedule.
What Drew Does:
- Client onboarding and communication
- Tax return preparation and document organization
- QuickBooks bookkeeping and reconciliation
- Workflow automation and systems management
- Technical troubleshooting and client support
Experience: Drew has been with Pacific Sunrise for three tax seasons, preparing hundreds of returns under Kenny's direct supervision and review. His practical expertise in tax software, bookkeeping systems, and client workflow has been instrumental in maintaining quality service as the firm has grown.
Outside the Office: Besides being Kenny's younger brother, Drew enjoys pottery on the weekends, where he's building an impressive collection of vases, plates, and other home décor.
What Makes Us Different
Personal Attention
Every return is personally reviewed by Kenny. You'll never be passed to junior staff or seasonal preparers.
Proactive Planning
We don't just file returns—we help you plan throughout the year to minimize your tax liability.
Virtual Convenience
Work with us from anywhere. No office visits required, just secure document sharing and video calls.
Year-Round Support
Tax questions don't only happen in April. We're available throughout the year when you need us.
Transparent Pricing
Know what you'll pay upfront. No surprise fees or hourly billing uncertainty.
Long-Term Relationships
We build relationships, not transactions. Most clients stay with us year after year.
What We Stand For
Integrity First
We prepare returns accurately and ethically. Aggressive isn't the same as illegal, and we'll always tell you when something crosses the line.
Clear Communication
Tax jargon can be confusing. We explain things in plain English so you understand your tax situation and options.
Client Empowerment
Our goal isn't just to file your return—it's to help you understand your taxes so you can make informed financial decisions.
Continuous Improvement
Tax laws change constantly. We invest in ongoing education to stay current and serve you better.
Responsiveness
We respond to emails within 24 hours (usually faster) and return calls the same business day.
Our Track Record
10+
Years in Business
300-400
Clients Served Annually
4,000+
Returns Prepared
50
States Served
95%
Client Retention Rate
24hr
Avg Response Time
How We Work
Our Technology Stack
- Lacerte: Professional tax preparation software used by CPAs nationwide
- QuickBooks Online & Desktop: For bookkeeping and financial management
- Jetpack Workflow: Project management to keep your work on track
- Google Workspace: Secure file sharing and communication
- Custom Upload Portal: Easy, secure document submission
Security & Privacy
Your financial information is sensitive, and we treat it that way:
- Encrypted file transfers and storage
- Password-protected documents
- Secure video conferencing
- Regular data backups
- Confidentiality agreements
- Compliance with IRS security standards