let us help you surf through the currents of taxes and ensure you a smooth ride
who we are
As a dedicated and accomplished Certified Public Accountant (CPA) with over 15 years of experience in the field of taxation, Su Yin has earned a reputation for her exceptional expertise and commitment to delivering comprehensive tax solutions to her clients. Her unwavering dedication to excellence and her passion for helping individuals and businesses navigate the complex world of taxes have made her a trusted advisor in the community.
Su Yin, CPA, MSAT, EdM’s combined tax, accounting, and business knowledge and expertise obtained from both Ernst & Young LLP and a Fortunate 500 technology company provided her with a solid foundation to make her own tax practice a success. Throughout her career, she has worked with a diverse clientele, including high net-worth individuals, business owners, small businesses, multinational corporations, and non-profit organizations.
Why us?
“Big Four and Fortune 500 Knowledge. Boutique Experience”
What differentiates us from other CPAs are two things: knowledge we possess and the experience we deliver to our clients.
The biggest differentiator is the knowledge from years of experience gained from working in a Big Four Public Accounting Firm and a Fortune 500 technology company in handling complicated tax situations from high net-worth individual income tax, small business income taxes (LLC, Partnership, S Corporation), to consolidated C Corporation income taxes.
The second differentiator is the experience we deliver to our clients. Among all of our clients, we have never met 80% of them. Fortunately, we have cared about their tax needs just like our own and have solved their tax problems in a quality, consistent, efficient, and timely manner. This helped us establish a long-lasting trust-worthy relationship with them all.
Our Services
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Tax Return Preparation
Our CPA will review your prior year tax returns and current year tax documents to make sure they are in compliance with related tax laws and regulation.
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Tax Planning
We will review your business and personal financial situations to identify opportunities to improve your tax efficiency.
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IRS Representation
Our CPA will represent you and your business in front of IRS to help you apply for an abatement of tax penalties, exemption, and resolve a tax audit.
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Retirement Planning
Need help with 401(k), IRA, SEP, or solo 401(k)? We will help you set up retirement accounts according to your situation, whether you are a business owner, self-employer, an employee, or a business..
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Tax Entity Set-up & S Election
Our CPA will help you set up the right type of entity and make the right election at the right timing to help you strike a balance between protection and tax minimization.
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Life Insurance, Long-Term Care, & Annuities
Life insurance is no longer for the sole purpose of protection. It has become a versatile and flexible financial tool that provides beneficiaries with a tax-free death benefit; generate tax-deferred cash accumulation; create access to cash value; protect yourself from creditors; and create a cash source at a time of terminal illness. We also design long-term care and annuities, as needed.
free webinars
June 14, 2023
Webinar - Small Business Entity Types, Tax Treatment Differences, & S Election
We will introduce entity types from both legal and tax perspectives; present how each type of small business’ income is passed through to owners and taxed; and explain when and why to file an Subchapter S election.