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As an entrepreneur, choosing how you will operate is the first important tax strategy. There are 7 major entity choices, each has advantages, disadvantages, risks & rewards that can affect your long-term success. The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Not sure which one to choose? Schedule an appointment with us!

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Tax Strategy

Be proactive and develop a strategy to manage your taxes. Know your high-income brackets and plan your taxable income accordingly.

Financials Check-in

Financial statements are an important tool for management decision making. Is your business in good financial health and ready to scale up?

Accounting Automation

Let us help you choose the right bookkeeping software, automate your bookkeeping, and optimize the month-end processes.

OUR MISSION

Beyond your financial balance

At Yogi CPA, we have developed a three-part journey to your ZEN financial state: tax strategy, entrepreneurship, building wealth. As you master your tax strategy and entrepreneur pursuits, you are now ready to move beyond your financial balance.

Yogi CPA believe in a holistic approach to work and life, and take a deeper look into your financial and life goals. Financial decisions revolve around the things you care the most about, as career aspiration and life inspiration often meet. As a purpose-driven firm, we help clients move beyond the financial balance and design a financial independence lifestyle tailored to your own method of building wealth.

Financial independence is a goal that elevates each of us to become better versions of ourselves, and in turn we create better value for others. Let Yogi CPA be your guide through this journey!

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