Specialties
Integrated tax and financial planning, all in one place. We work with busy families and business owners whose finances have real complexity: equity compensation, business ownership, rental property, college planning, retirement, and other major life changes. Our services include proactive tax planning, tax return preparation, and comprehensive financial planning, with guidance year-round so you keep more of what you earn and stop getting caught off guard. As a CPA and CFP®, Maggie brings the tax and planning sides together, which most firms keep apart.
History
Established in 2023.
Maggie Yang CPA was founded on a simple idea: most people only hear from their accountant once a year, at tax time, when it's already too late to change the outcome. We wanted to do the opposite. We plan ahead all year and bring taxes and financial planning together, so the decisions that shape your business, your family, and your future are made with a strategy behind them instead of in a last-minute rush. Many of our clients first came to us feeling surprised by their taxes, and stayed because, for the first time, they felt ahead of them.
Meet the Business Owner: Maggie Y.
Hi, I'm Maggie Yang. I'm a CPA and CFP® with an MBA in accounting and finance, which means I can guide both your taxes and your full financial plan, not just one piece of it.
I was raised in China and educated in the United States, and over my career I've worked with families and business owners from many different backgrounds and across generations. That taught me that no two financial stories are alike, and that the best plans start by understanding yours first: your family, your work, your values, and your timing.
I genuinely love this work. I like solving hard problems, and I care that every client gets my real attention, whatever their stage of life or level of resources. My goal is simple: clear guidance, steady follow-through, and a plan that helps you and your family look to the future with peace of mind.
