SUPPORT@ymmdcpa.com
571-310-5738
Calmer days. More Value!
Your one-stop shop for tax, accounting, and personal financial service needs
Calmer days. More Value!
Northern VA CPA firm Serving McLean, Vienna, and Greater Washington DC Metro Area
Northern VA CPA firm serving Washington DC Metro area
No more stress over the tax filings! No more confusion over the tax forms! No more fear upon tax notices and audits!
We help lower your risks and keep more hard-earned cash in your pocket.
Accurate accounting books at your fingertips. Guaranteed.
We would like to see you focus your passion and energy on your growing business, unless you are passionate about bookkeeping as we are.
Being there, done that. We understand your pain and stress in the darkest moment of the life.
We will help you achieve a fair and equitable divorce financial settlement at an affordable price.
We help allocate financial resources to where is most important to you.
We will help you budget, monitor, adjust to a specific life stage or life event, and turn that feeling of scarcity to security.
No more stress over the tax filings!
No more confusion over the tax forms!
No more fear upon tax notices and audits!
We will help lower your risks and keep more hard-earned cash in your pocket.
Accurate accounting books at your fingertips. Guaranteed.
We would like to see you focus your passion and energy on your growing business, unless you are passionate about bookkeeping as we are.
Being there, done that. We understand your pain and stress in the darkest moment of the life. We will help you achieve a fair and equitable divorce financial settlement at an affordable price.
We help you allocate financial resources to what is most important to you. We will help you budget, monitor, adjust to a specific life stage or life event, and turn that feeling of scarcity to security.
Meet your CPA
Yan Zhang, CPA/PFS, CDFA, MAcc
MEET YOUR CPA
Yan Zhang, CPA/PFS, CDFA, MAcc
I’m a CPA who takes great pride in offering my clients the highest level of service in order to assist them in achieving their business and financial goals.
My vision is to empower small business owners to change lives – first making their own calmer and then those they serve and care. I want to go beyond traditional tax and accounting services and add value to people’s lives.
As a current member of AICPA and in good standing with the Virginia Board of Accountancy since 2005, you are assured that I keep my skillsets updated with continuing professional education, carry professional liability insurance, and conduct business under a strict code of ethics.
I spent more than 15 continuous years in public accounting including more than 7-year tax director/Senior tax manager work experience with two of the top 6 global accounting firms. You will be able to enjoy the same quality tax and accounting services as provided to the ultra-fortunate at an affordable price.
What truly sets me apart from my peers is the seamless integration of financial advisory services with tax/accounting services. We identify and provide solutions to the questions that our clients frequently encounter, including but not limited to budgeting and cash flow projection to help maintain a good financial “blood” circulation, identifying the low-hanging fruits to improve the overall profitability, using tax deferrals and accelerations to take advantage of different tax brackets at different life stage, effectively managing risks to protect your family and asset, implementing strategies to secure education and retirement funding, estate planning to ensure you hard-accumulated wealth flow to the intended. Most of the CPAs are not trained on personal finance topics; CFPs and other financial advisors are just not in your life frequently enough to be able to spot the real problems, thus their solutions may not be the one that really takes your own real life into consideration.
My client solution is driven by a unique, strategic-focusing process. A proven, systematic, and structured method for clients to think, plan, monitor and achieve greater results in their businesses and lives.
I view every client relationship like a partnership and truly believe that my success is a result of your success. Thanks for being in my life to enable me to make a positive impact on your life.
Truly yours,
Yan Zhang, CPA/PFS, CDFA
WHAT TO EXPECT WHEN WORKING WITH US
Proactive Client Services
While tax filings and bookkeepings are routine tasks, your life and business are not. I've seen many individuals and businesses failed or exposed to risks that later on took hundreds of thousands of dollors to fix; I will point out the potential exposures immediately when I them so that you can take actions to avoid these costly mistakes. As a return, I would like you think me as extended resources rather than expenses.
Cutting Edge Technology
I highly respect your time and embrace technology to make everything easier for you. I offer virtual meetings to go over questions, secure client portal to upload and download documents, free e-filing of all tax returns as long as this option exists, automated scheduling with me, easy online pay, and much more. No more unnecessary driving to my office or waiting in frustration at the postal office. I bet you can use that time more wisely.
Transparent Pricing
I provide transparent pricing and have a simple fee structure. I will either provide you a fixed fee quote or a range of fee based on the complexity of your case in the client acceptance stage. As long as your case is consistent as initally assessed and information is provided timely and in an organized way, there is no surprise fee at the end. Time to time you may be offered an client appreciation gift or discount to take fully advantage of my service offering.
Are you ready to take your business to the next level?
I’m a CPA who takes great pride in offering my clients the highest level of service in order to assist them in achieving their business and financial goals.
My vision is to empower small business owners to change lives – first making their own calmer and then those they serve and care. I want to go beyond traditional tax and accounting services and add value to people’s lives.
As a current member of AICPA and in good standing with the Virginia Board of Accountancy since 2005, you are assured that I keep my skillsets updated with continuing professional education, carry professional liability insurance, and conduct business under a strict code of ethics.
I spent more than 15 continuous years in public accounting including more than 7-year tax director/Senior tax manager work experience with two of the top 6 global accounting firms. You will be able to enjoy the same quality tax and accounting services as provided to the ultra-fortunate at an affordable price.
What truly sets me apart from my peers is the seamless integration of financial advisory services with tax/accounting services. We identify and provide solutions to the questions that our clients frequently encounter, including but not limited to budgeting and cash flow projection to help maintain a good financial “blood” circulation, identifying the low-hanging fruits to improve the overall profitability, using tax deferrals and accelerations to take advantage of different tax brackets at different life stage, effectively managing risks to protect your family and asset, implementing strategies to secure education and retirement funding, estate planning to ensure you hard-accumulated wealth flow to the intended. Most of the CPAs are not trained on personal finance topics; CFPs and other financial advisors are just not in your life frequently enough to be able to spot the real problems, thus their solutions may not be the one that really takes your own real life into consideration.
My client solution is driven by a unique, strategic-focusing process. A proven, systematic, and structured method for clients to think, plan, monitor and achieve greater results in their businesses and lives.
I view every client relationship like a partnership and truly believe that my success is a result of your success. Thanks for being in my life to enable me to make a positive impact on your life.
Truly yours,
Yan Zhang, CPA/PFS, CDFA
WHAT TO EXPECT WHEN WORKING WITH ME
Proactive Client Services
While tax filings or bookkeeping are routine tasks, your life and business are not. I've seen many businesses failed or exposed themselves to risks that later on costed hundreds of thousands of dollars to fix; I've seen many individuals suffered from financial failures either due to ignorance or over-confidence. I will point out the potential exposures immediately when I spot them so that you can take actions to avoid these costly mistakes. As a return, I would like you think me as extended resources rather than expenses.
Cutting Edge Technology
I highly respect your time and embrace technology to make everything easier for you. I offer virtual meetings to go over questions, secure client portal to upload and download documents, free e-filing of all tax returns as long as this option exists, automated scheduling with me, easy online pay, and much more. No more unnecessary driving to my office or waiting in frustration at the postal office. I bet you can use that time more wisely.
Transparent Pricing
I provide transparent pricing and have a simple fee structure. I will either provide you a fixed fee quote or a range of fee based on the complexity of your case in the client acceptance stage. As long as your case is consistent as initially assessed and information is provided timely and in an organized way, there is no surprise fee at the end. Time to time you may be offered an client appreciation gift or discount to take fully advantage of my service offering. .
Are you ready to take your business to the next level?
VA CPA firm serving Washington DC Metro area
YMMD Tax and Wealth Planning, LLC
8300 Boone Blvd, Suite 500, Vienna, VA 22182
By appointment only
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SUPPORT@YMMDCPA.COM
571-310-5738
8300 Boone Blvd, Suite 500, Vienna, VA 22182
(BY APPOINTMENT ONLY)
Copyright 2019 - All Rights Reserved - PRIVACY POLICY - LEGAL DISCLAIMER YMMD Tax and Wealth Planning, LLC
Copyright 2019 - All Rights Reserved - PRIVACY POLICY - LEGAL DISCLAIMER - YMMD Tax and Wealth Planning, LLC