I believe you can be

Financially Independent

& live the life you choose

Professional Award

Innovative Practitioner of the year 2021

Awarded by CPA.com (AICPA subsidiary)

I am Yogi CPA & I practice financial mindfulness.

My three-part approach to your ZEN FINANCIAL STATE:

  • Part 1: Tax Strategy: Proactive tax planning for high income earners to optimize your financial decisions
  • Part 2: Entrepreneurship: Consulting on setup, operations & tax strategy, building foundation for a successful entrepreneur
  • Part 3: Building Wealth: Consulting on long-term wealth goals, achieve financial independence & live the life you choose
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OUR SERVICES

We've got your Finances under Control!

Tax Strategy

Tax Strategy

As you progress in your career and business, your income increases, you are also faced with an increase in taxes due to our progressive U.S. tax system. The more income you make, the higher your tax bracket will be.

We offer proactive tax planning services with the goal to support and optimize your personal finance decisions such as growing retirement funds, investing in property/stock, exercising stock options, and becoming an entrepreneur. 

With this tax strategy in place, we execute your tax return filing and capture these savings through tax credits and deductions after year end. Get taxes done right and done smart!

Tax Strategy

Entrepreneurship

Entrepreneurship

As a CPA firm specialized in serving entrepreneurs/first-time business owners, we admire those who take bold risks and believe in better outcomes for themselves and others. It is okay to ask for help on what you don't know well!

We offer three main services for entrepreneurs/first-time business owners:

  1. Company Setup: You'd like to form a company for your business idea. What corporation structure should you choose to maximize tax benefits and grow your company?
  2. Accounting Automation (Bookkeeping, Payroll, Bill Payment & Expense Management): Let us help you choose the right bookkeeping software, automate your bookkeeping, and review financial statements with you. Is your business in good financial health and ready to scale up?
  3. CFO Services - Loan/Funding Service, Cash Flow Planning: As your company grows, you will need cash. Efficient and effective allocation of cash is an important driver of success. Let us work on the details and plan it out for you!

Building Wealth

Building Wealth

As you execute your tax strategy and master your business finances, you are ready for the next stage: building wealth - beyond the financial balance.

We take a deeper look into your financial & life goals. Financial decisions revolve around the things you care the most about. 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 you to better versions of yourself. Let Yogi CPA be your guide through this journey!

78

Individual Clients

36

Business Clients

382,867

Tax Refund

9,778,672

SBA Loans

OUR TEAM

Meet your Yogi CPA Team

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ZUNIE NGUYEN
Founder & CEO, MPA, CPA/PFS

✧ I’m a CPA licensed in Texas and California. Alumnus of Deloitte and EY, former Auditor and Consultant!

✧ Observing a lack of professional service and financial guidance for high-income earners and aspiring entrepreneurs, I founded Yogi CPA.

✧ My motto in life is “Follow your Bliss“ (Joseph Campbell)  in which you take time to find your purpose and take a leap of faith to pursue it. 

(Check out my full bio in About us: Our Story)

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VAN NGUYEN
Operations Lead, MBA

✧ I graduated from Business Administration and recently completed my MBA.

✧ The opportunities I have been given at Yogi CPA have helped me grow in areas that are passionate to me, which is financial independence. There is a lot of variety in the job. Each day brings new challenges that I have never experienced before, but it also provides me with an opportunity for growth and career advancement.

✧ My inspirational quote is “The greatest discovery of all time is that a person can change his future by merely changing his attitude” - Oprah Winfrey

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SON TRUONG
Community Associate

✧ I graduated with a degree in Commercial English, I have a passion for working with people and experiencing life.

✧ As a person who wants to learn new things, I look forward to working at Yogi CPA to gain more start-up experience and develop myself.

✧ My inspirational quote is "The only person you should try to be better than is the person you were yesterday" - Matty Mullins, which I think we should never stop dreaming and growing.

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MELANIE LUU
Cloud Accountant

✧ I am a Sophomore studying Applied Finance and I am pursuing Finance career.

✧ I am ready to start my career path as an intern at Yogi CPA, as I am always curious how can the remote and oversea team can work well with each other. I also am looking forward to learning new skills and getting experiences and applying my knowledge in working, especially developing my mindset.

✧ My favorite quote is “Someone’s sitting in the shade today because someone planted a tree a long time ago.”– Warren Buffett

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ANNE-MARIE NGUYEN
Cloud Accountant, BBA

✧ I am American born in California. I am a graduate of California State University, Fullerton, where I completed my Bachelor’s degree in Business Administration with emphasis in Accounting in 2021.

✧ I am particularly drawn to Yogi CPA due to its reputation, commitment to excellence and dedication to providing valuable financial services to its clients. I admire the company’s mission and values, I believe my skills and enthusiasm align well with the requirements of Yogi CPA.

✧ My personal motto is “Courage is not the absence of fear, but the triumph" - Franklin D. Roosevelt

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BENJAMIN NGUYEN
Project Analyst Intern

✧ I am a rising sophomore pursuing a dual degree in mathematical economics and finance at Boston University.

✧ As a project analyst, I will leverage my data and analytical expertise to inform real business decisions. I thrive in dynamic, open-minded environments like Yogi CPA, where growth and energy are encouraged.

✧ My favorite quote is “The cost of procrastination is the life that you could have lived". I love this quote because it always helps me stay motivated to become rich and financial independence.

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AMELIA DO
Information Technology Intern

✧ My name is Amelia (Tram Anh) Do, and I'm currently a rising junior at Gettysburg College, pursuing a Bachelor of Science in Computer Science with minors in Data Science and English. 

✧ I have a deep compassion for people, which drives me to work and live in a way that benefits those around me. I chose to study Computer Science because I am passionate about innovating and creating technologies that can enhance people's lives. 

✧ One of my favorite quotes is: "Life shrinks or expands in proportion to one's courage."

OUR BLOG

QuickBooks Connect Event

QuickBooks Connect Event

QuickBooks Connect event in Las Vegas

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How to Save your Taxes (Part 2)

How to Save your Taxes (Part 2)

In this blog, we will continue to explore how the decisions you make can have a significant impact on your tax liability.

read more

“Fast response time. Yogi CPA responded to my questions very quickly!

Simple, not stressful. This is the easiest tax filing I've done ever."

Van

Client

"Yogi CPA has been amazing at not only executing the tax preparation and planning well but also following through. She makes sure the IRS gets what it needed documentation-wise, even if she has to frequently follow up with me for required documents."

Quan

Client

“This is my first time using Yogi CPA service and it was excellent. I had multiple tax forms and she explained it clearly which was helpful for me. We mostly discussed through phone and email due to COVID-19 and the process was quite easy and quick. I got my tax refund within 2 weeks which was faster compared to others; definitely will come to her business more for personal financial services.”

Thuy

Client

"It is a big pleasure working with Zunie and her firm. We worked with Yogi CPA as business partners to help clients with their financial need during COVID-19. She is an excellent CPA who understands the rules and helps clients with great patience and care. She is very organized and detail-oriented. She puts client's need first and always makes herself available to answer questions and solves problems"

Stella

Business Partner

"I had a wonderful experience working with Yogi CPA this year and feel very grateful for their support with filing my taxes and getting two new businesses up and running. Zunie and team have been kind, patient and thorough in responding to any questions that I have and made the process of preparing and filing my tax returns as smooth and easy as possible. I would highly recommend them to any new business owners as well as anyone who is interested in getting extra support around personal or business finances."

Christine

Client

"My husband and I were working with another firm for our 2021 taxes. After 6 months of little to no communication, I was desperate to find a new firm. My brother recommended Yogi CPA, so I reached out in September for services to file by October. Working with Yogi CPA was such a relief! Yogi CPA is professional, detailed, thorough, organized, and very easy to communicate with. She filed our taxes on time (incredible!) and helped us understand very complicated requirements by the IRS to avoid penalties. Yogi CPA is amazing and I’ll be coming back next year!"

Catherine

Client

“Yogi CPA was amazing and extremely knowledgeable on a complex tax return. She saved us money based on her expertise. Yogi CPA exceeded our expectations.”

Judith

Client

"I had the pleasure of working with Zunie and the Yogi CPA Tax Team for my personal and small business 2021 taxes. From the beginning, I knew it was going to be a great partnership because of how well she and her team carried herself as well as how easy it was to communicate. Zunie and her team are very knowledgable and took their time to educate me on various steps of the tax procedure. I greatly appreciated that they informed me of the most optimal tax filing options and did everything they could to ensure I was getting the most out of my returns. I look forward to working with them for the foreseeable future and growing my business with theirs. I 100% will recommend them to all of my friends and family! Thank you so much!"

Ryan

Client

"I had a great experience working Zunie and her team at Yogi CPA over the past two years! They are professional, efficient and always willing to provide the necessary guidance to make sure I'm well-informed and confident about my financial health as a client."

Hieu

"I did my taxes with them for 2 years, all great communication and service as a remote customer.

They also help with out of state investment taxes and make the process easy, not to mention coordinate with other tax teams in case you're filing something jointly with a biz partner.

Thanks for your help these past few years. I'll be back next year :)"

Dolly

"I've been working with Zunie and the team for three years in a row. Aside from the amazing customer experience, it is evident that Zunie and her team are strong tax professionals. Over the years, they have helped me tremendously optimize my taxes and be smart about how I manage my money.

Can't recommend enough!"

Daniella

"Zunie and the team are great. She helped me, my parents, and their company filing 2021 and 2022 tax return. The process is thorough and transparent. We're just a small business but her team gives us time and effort as much as her other big clients."

Hieu

Client

"Zunie and Team Yogi CPA are the best - attention to detail, communication, professionalism, and friendliness are all the best in the business - would recommend to anyone!"

Hugh

Client

"Innovative and forward thinking CPA firm that is a pleasure to work with. I've seen them help numerous businesses navigate challenging times and they are well suited to help alleviate a lot of the stress that comes with running a business. I highly recommend!"

Brad

Business Partner

"I have had the pleasure of working with the Yogi CPA team for the past 2 years. They are a very knowledgeable team consisting of driven individuals and have helped me navigate business taxes as well as ways to grow my small business. Tax time can be very stressful but the team at Yogi CPA removes that factor by exceeding what is expected of them. I look forward to working with them for the foreseeable future. I highly recommend reaching out to Yogi CPA for all of your business and tax needs."

Ryan

Client