Bob Soonthornchai

Bob Soonthornchai, CPA
Principal
540-687-6381 (Middleburg)
bob.soonthornchai@yhbcpa.com

Bob Soonthornchai

Bob Soonthornchai, CPA
Principal
540-687-6381 (Middleburg)
bob.soonthornchai@yhbcpa.com

“My primary goal in serving wealthy clients is to help them maintain family relationships from generation to generation. Too often, when the parents pass on, the children are forced to sell the business or other assets to cover estate taxes, or end up fighting over how to share the wealth. With good estate planning, it doesn’t have to be that way, and it’s my job to make sure that it’s not, so families can enjoy their wealth to the fullest.”

“My primary goal in serving wealthy clients is to help them maintain family relationships from generation to generation. Too often, when the parents pass on, the children are forced to sell the business or other assets to cover estate taxes, or end up fighting over how to share the wealth. With good estate planning, it doesn’t have to be that way, and it’s my job to make sure that it’s not, so families can enjoy their wealth to the fullest.”

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Bob Soonthornchai, CPA


Advice that helps you enjoy your wealth

Experience

A trusted advisor to many high net worth families in the area, Bob began his career at Yount Hyde Barbour in 1974. He has extensive experience in individual and corporate taxation, estate planning, estate and trust administration, and financial and business planning. He has also provided family office services to many clients and assisted with land conservation easements and business sales. In addition to serving on YHB’s board of directors, Bob is a key member of our Family Wealth Services Team.

Expertise

Bob specializes in helping YHB clients enjoy their wealth by overseeing their financial matters and working with them to develop tax efficient asset protection and wealth transfer strategies. He is highly knowledgeable about how to use various types of trusts, such as marital, dynasty and charitable, to achieve a client’s financial objectives. In addition, because he serves as executor and trustee for many clients, he has hands-on expertise in trust taxation and administration. Bob also excels in assisting business owners with buy-sell negotiations and with establishing and administering private foundations.

Approach

For Bob, the key to delivering effective service is developing a good relationship with a client. To this end, he thoroughly discusses the client’s business, family situation, finances, and objectives before making his recommendations. He then custom-tailors his services to a client’s needs and offers a number of alternative solutions, so clients can select the one that best matches their preferences. In developing financial plans or providing family office services, Bob always proactively looks for ways to better achieve the client’s objectives and maximize the client’s financial well-being.

Involvement and Memberships

  • American Institute of Certified Public Accountants, Member
  • Virginia Society of Certified Public Accountants, Member and Past Committee Chair
  • Loudon County Chamber of Commerce, Board Member and CFO
  • Clarke County Parks and Recreation Center Board of Advisors, Former Member
  • Clarke County Youth Soccer, Commissioner

Education

  • B.S. degree cum laude in business administration (concentration in accounting) from West Virginia University

Other interests

  • Enjoying time with his wife and son
  • Canoeing and kayaking on the Shenandoah River
  • Watching and playing soccer
  • Traveling to visit historic sites and cities

Bob Soonthornchai, CPA


Advice that helps you enjoy your wealth

Experience

A trusted advisor to many high net worth families in the area, Bob began his career at Yount Hyde Barbour in 1974. He has extensive experience in individual and corporate taxation, estate planning, estate and trust administration, and financial and business planning. He has also provided family office services to many clients and assisted with land conservation easements and business sales. In addition to serving on YHB’s board of directors, Bob is a key member of our Family Wealth Services Team.

Expertise

Bob specializes in helping YHB clients enjoy their wealth by overseeing their financial matters and working with them to develop tax efficient asset protection and wealth transfer strategies. He is highly knowledgeable about how to use various types of trusts, such as marital, dynasty and charitable, to achieve a client’s financial objectives. In addition, because he serves as executor and trustee for many clients, he has hands-on expertise in trust taxation and administration. Bob also excels in assisting business owners with buy-sell negotiations and with establishing and administering private foundations.

Approach

For Bob, the key to delivering effective service is developing a good relationship with a client. To this end, he thoroughly discusses the client’s business, family situation, finances, and objectives before making his recommendations. He then custom-tailors his services to a client’s needs and offers a number of alternative solutions, so clients can select the one that best matches their preferences. In developing financial plans or providing family office services, Bob always proactively looks for ways to better achieve the client’s objectives and maximize the client’s financial well-being.

Involvement and Memberships

  • American Institute of Certified Public Accountants, Member
  • Virginia Society of Certified Public Accountants, Member and Past Committee Chair
  • Loudon County Chamber of Commerce, Board Member and CFO
  • Clarke County Parks and Recreation Center Board of Advisors, Former Member
  • Clarke County Youth Soccer, Commissioner

Education

  • B.S. degree cum laude in business administration (concentration in accounting) from West Virginia University

Other interests

  • Enjoying time with his wife and son
  • Canoeing and kayaking on the Shenandoah River
  • Watching and playing soccer
  • Traveling to visit historic sites and cities