CalSaver Program Overview with Frank Garcia, InsuranceKO

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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.

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!