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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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



As a CPA firm specialized in serving entrepreneurs, we admire those who take bold risks, are purpose-driven and believe in better outcomes for themselves and others. Being an entrepreneur, it is okay to ask for help!

We offer three main services for entrepreneur:

  1. Company Setup: You'd like to form a company for your business idea. What legal 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 figure out 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!


Individual Clients


Business Clients


Tax Refund


SBA Loans


Meet your Yogi CPA Team

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Founder & CEO, MPA, CPA

✧ 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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Operations Lead, BBA, MBA Candidate

✧ I graduated from Business Administration and am currently working on 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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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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Tax Partner, CPA
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Executive Assistant

✧ I am a Sophomore majoring in Accounting, joining Yogi CPA with the hope to explore my path in the Accounting industry and get involved in a professional working environment early.

✧ As a beginner in the field, I am grateful to be given a chance to learn and challenge myself, begin to gain accounting knowledge as well as professionalism in the working environment, along with supporting Zunie within my best capabilities.

✧ My inspirational quote is "You gain strength, courage and confidence by every experience in which you really stop to look fear in the face. You are able to say to yourself, 'I have lived through this horror. I can take the next thing that comes along.' You must do the thing you think you cannot do" - Eleanor Roosevelt.

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Cloud Accountant Intern

✧ 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


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.

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CA Tax Deadline Special Updates

CA Tax Deadline Special Updates

The tax deadlines for California Taxpayers in 2023 have been updated

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Digital CPA 2022 Conference Event

Digital CPA 2022 Conference Event

Recap: Digital CPA 2022 Conference with our CEO - Zunie Nguyen

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“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 L.


"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 P.


“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 P.


"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 Z.

Business Partner

"Yogi CPA is an EXCELLENT CPA who is very detail-oriented. She helped me navigate this confusing world of business financials and taxes while helping me structure my business to ease the accounting burden so I can focus more on doing what I do best - work!"

Linda N.


"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 N.


“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 R.


"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 T.


"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 Q.

"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 P.

"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 G.

"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 N.