CPA-Led Tax Planning for Real Estate Agents & Business Owners
You work hard to earn your money. Your CPA should do more than prepare your tax return. We help real estate agents and business owners understand their numbers, plan ahead, reduce taxes legally, and put the right strategies into action.
Schedule Your Free ConsultationThe initial consultation is free.
Who We Help
We work especially well with real estate agents and other business owners who earn 1099 income, have growing businesses, or have complicated financial situations.
You do not need to know everything about taxes. You need someone who understands your business well enough to help you make better decisions.
The Problem
A tax return tells you what happened. It does not tell you what you should do next.
If your income is growing, your business is changing, or you are tired of tax surprises, you need a plan before the year is over, not another scramble at tax time.
How We Help
We help clients in three important areas: proactive tax planning, tax problem resolution, and financial planning.
The goal is not simply to prepare forms. The goal is to understand where you are, identify what needs to change, and help you take the next step.
Tax Planning
Tax planning looks at your expected income, business structure, deductions, retirement planning, and other opportunities before the year is over.
We help you identify strategies that may legally reduce your tax liability and then help you implement them correctly.
See How Tax Planning WorksTax Resolution
IRS notices, back taxes, payment problems, audits, and unresolved tax issues can become overwhelming when you do not know what to do next.
We help you understand the situation, determine the available options, prepare the necessary information, and work through the resolution process.
Discuss My Tax ProblemFinancial Planning
Reducing taxes is only one part of the picture. The bigger question is what you do with the money you keep.
Financial planning can help connect your business income, tax strategy, retirement savings, and long-term financial goals.
Explore Financial Planning
Our Approach
Every business has a story behind the numbers. We want to understand how you make money, where your money goes, what is holding you back, and what you want your business and personal finances to accomplish.
Then we build a plan and work through the steps together.
About Zheng YangHow It Works
The first conversation is about understanding your situation.
We build a plan based on your situation and your goals.
We put the plan into action and work through the steps together.
Reduce tax surprises and gain better control of your business finances.
Client Reviews
Tailored Solutions
"Hands down the best personalized tax service I've ever used! From the moment I reached out, I felt like a valued client. Zheng took the time to understand my unique financial situation and provided tailored solutions that exceeded my expectations. He was thorough, efficient, and incredibly responsive to all my inquiries. With his expert guidance, I was able to navigate complex tax regulations with ease. If you're looking for a personalized approach to your tax needs, look no further. Five stars all the way!"
Professionalism
"I recently used Yang Financial Services for my tax preparation and was thoroughly impressed by his knowledge and expertise. As a real estate agent with a complex financial situation, and my wife owning her own business, we needed a tax service that understands the intricacies of our professions. Zheng delivered exactly that. His deep understanding of tax laws relevant to real estate and small business ownership helped us navigate through tax season smoothly, uncovering deductions and credits we weren't aware of. His professionalism and ability to simplify complex tax concepts made the process stress-free. I highly recommend Yang Financial Services for his exceptional expertise in handling specialized tax situations."
Proficiency
"I couldn't be more pleased with the services provided by Yang Financial. His proficiency in the field is truly commendable. Always thorough and meticulous, he consistently goes above and beyond to ensure the accuracy of our financial matters. What sets him apart is his commitment to providing well-informed advice. Before any decisions are made, he takes the time to share his extensive knowledge, ensuring that we not only maximize tax benefits but also adhere to legal standards. This approach has been instrumental in making sound financial decisions. I highly recommend Yang Financial for his exceptional skills, dedication, and commitment to ensuring his clients' financial success. Five stars well-deserved!"
Shared with each client's permission. Every client's situation is different.
Client Fit
You may be a good fit if you own a business, want to be more proactive about taxes, want better control of your cash flow, or feel like your current tax process is too reactive.
You do not need to have everything organized before you talk with us. That is part of what we help with.
The first conversation is about understanding your situation. If we believe we can help, we will explain how. If we are not the right fit, we will point you in the right direction.
Schedule Your Free ConsultationThe initial consultation is free.