Tim Ulen, CPA
Tim Ulen is a Partner with PP&Co. Tim has been with PP&Co since 2012, becoming a partner in 2019. He has a Bachelor of Science in Business Administration from Miami University and received his Juris Doctorate from the University of San Francisco School of Law.
As a PP&Co Partner, Tim specializes in tax planning and compliance for closely held businesses and high net worth individuals, strategic business structuring and planning, transaction consulting, accounting system design and implementation, and IRS and State audit representation. In addition, he chair’s the Firm’s Real Estate practice group. Tim splits time between our San Jose and Santa Cruz offices.
We asked…Tim Answered
When you’re considering partnering with another person or business, what factors are most critical to the success of the partnership?
A successful partnership requires a shared vision, a mutual commitment, trust, and respect. Without these things you’re in for a bumpy ride.
What keeps you motivated?
We have a uniquely strong sense of community at our firm amongst both coworkers and clients. When you have deep relationships and everyone is pulling in the same direction for the same goals, you stay motivated to be better not just for yourself, but the people around you.
How do you measure success?
My goal is to be the one of the first people clients reach out to when they need advice. When that happens, I know that I’ve succeeded in building the type of enduring relationship that makes our work so fulfilling.
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
- SPUR San Jose
- Board Member, Hospice of Santa Cruz County
- Member, Santa Cruz Sunrise Rotary
- Leadership San Jose, Class of 2018, Silicon Valley Organization