Introducing New Service The Mindful CFO
✨ THE MINDFUL CFO Launched! ✨
Financial Mindfulness and Values-Based Decisions Making
Financial Mindfulness and Personal Finance Trends
Launching Mindful Tax Relief tool by Yogi CPA
Launching Mindful Tax Relief tool by Yogi CPA! Our new OCR-enabled Tax Tool will help you solve common issues in a Tax Notice & save you on tax.
New OCR-enabled Tax Tool - Mindful Tax Relief
Check out our new OCR-enabled Tax Tool - Mindful Tax Relief by Yogi CPA! An easy way to solve your problems without complicated processes or long waits.
Financial Mindfulness 2024 - IN with Good Habits
Seeds of good habits, #FinancialMindfulness blooms. Scan the QR code and embark on a journey of conscious spending and financial well-being.
Financial Mindfulness 2024 - OUT with Bad Habits
Break free from bad habits, cultivate intentional financial habits. Scan the QR code to let us guide your seeds to success and watch your financial well-being bloom.
Optimize Your Retirement
Explore tax-advantaged retirement accounts
Summer 2024 Check-in
Summer 2024 Check-in with Yogi CPA!
Liquidity Event Debunked
Debunking the term Liquidity event with Yogi CPA!
Equity Compensation
Equity Compensation with Yogi CPA part 2!
Our Passion: Serving our Clients
Why we are Passionate about Serving our Clients
Gen Z Interview Parody
Gen Z Interviews At Yogi CPA
OBBBA Special Update
New One Big Beautiful Bill Act (OBBBA) Update!
Part 2 of OBBBA Tax Bill
Part 2 Update on the New OBBBA Tax Bill
Transcend NY Introduction (English version)
Introducing Transcend New York, by Yogi CPA (English Subtitles)
Giới Thiệu Transcend NY (tiếng Việt)
Giới thiệu Transcend New York, bởi Yogi CPA (phụ đề tiếng Việt)
The Relationship Between Money & Mental Health
The Relationship Between Money & Mental Health by Transcend NY
From Tax Planning to Life Planning
Welcome to Transcend financial plan by Yogi CPA
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!
Yogi CPA is a Yogi and Certified Public Accountant. Her mission is to teach financial mindfulness to the world.