*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
4000 Barranca Pkwy suite 250
Irvine, California 92604
We have had Sung Yi to prepare our taxes, both corporate and personal since 2014, and we are extremely happy with his services for the past five years. Sung is knowledgeable, very trustworthy, and very articulate in being able to explain the tax complexities and nuances that would otherwise be difficult for an average person to understand. Through bookkeeping, filing taxes, he also plans our finance for the long term. He is a man with high integrity and professionalism. We cannot say enough positive word
We have been working with Sung for several years and highly recommend him for so many reasons. First of all, Sung has a high sense of integrity. He is extremely trustworthy and provides good ethical advice. Secondly, Sung is very smart and knowledgeable both as a CPA but also in related fields. Thirdly, Sung works hard for you and takes the extra time to really understand your situation and what would be the best course of action. He does his homework and gets a full grasp of all the variables involved
Sung Yi has provided tax preparation and tax consulting services to our family for the past two years. He has helped us develop a tax strategy for our returns and investments that will help us maximize our tax position for years to come. He was professional, timely, and thorough with his work and seemed to always go the extra mile to make time for us or inquire about taxable events that we might not have thought about. We have piece of mind with Sung and are happy knowing someone is looking out for our b
This is our fifth tax year going to Yi & Co. to do our taxes and we will definitely continue to use them for our financial needs. I had been going through CPAs year after year, never finding one I could trust, but that all ended with Sung. Not only is he trust worthy, but he was able to maximize our return. He truly knows what he is doing and knows the ins and outs of the tax industry. He is very patient and doesn't just want to get you in and out of the office. He will thoroughly explain your tax documenta
Sung Yi is not only an expert at his craft, but also personable, professional, and ethical. I trust him implicitly as he has established much credibility with me and my family. I would not hesitate to refer him to family and friends... and everyone! He has handled several complex tax situations for us and in each case he has demonstrated advanced understanding, knowledge, and application of tax law. Most people dread tax season but Sung Yi makes us feel relaxed and confident. Credible, knowledgeable, patien
I initially consulted with Yi and Associates many years ago for guidance on a specific tax issue. During the process, Sung and his staff exceeded my expectations on every level, they earned my trust and I have been using the company ever since. Sung and his staff are excellent communicators, they are very responsive and I have always received close personal and professional attention. Complex tax concepts are explained in a simple, comprehensive manner. The work is precise and they are extremely well infor
Sung Yi is the most knowledgeable, patient, and caring tax advisor that I have ever worked with. He will answer every question that you have to ensure that you fully understand your tax situation. I have referred friends and family to him and they have all been thrilled with his work and work ethic. So glad to have found him!
Two years ago we carefully selected Yi & Co. to help us with our tax returns. After having been with another tax accountant for several years, it was rather difficult to seek out change. However, change was required - due to poor service and the lack of communication from our previous tax accountant. The bottom line was - I was tired of being treated like a number. Selecting a tax accountant is no easy task. I performed my due diligence before selecting Yi & Co. I called Yi & Co. and interviewed Sung Yi, P
We were referred to Sung by another CPA who was unable to schedule us in. Sung helped my husband when he was in a real bind. Since then, Sung has won our trust completely. He is very reliable and does all the heavy lifting. He gives us sound advice and is readily available to answer all of our questions and address any concerns we may have. Sung takes the extra time to meet with us and review line by line, making sure we understand the how's and why's. We appreciate Sung's professional demeanor and feel ver
I was single when I first met Yi & Company to file tax. I introduce Sung to my boyfriend that time. Then, we got married and we continue asking Sung to file our joint tax every year. Sung is a very organized and intelligent CPA. Thank you for your hard work this year as well. We will see you next year!
I'm a small business owner and before I was referred to Sung I tried two other CPAs but neither was very helpful. Sung is different in the way that he explains everything clearly and makes sure you understand your tax return. Understanding my taxes allows me to strategize for the following years which Sung also advises me on. It has been two years now and switching CPAs is out of question, I don't think I can find one who cares more than Sung does. Update: I have been with Yi & Company for a few years now.
I have been audited by the IRS in my younger years due to an extremely unscrupulous accountant I had when I was in my early 20s. $40,000 in taxes owed later and surviving the personal hell of going through an audit has made me extremely selective when choosing an accountant. I needed someone responsible, honest, and knowledgeable. I needed someone who would tackle my somewhat complicated returns (1120s/Schedule C) and factor in all of my write offs exactly to the T, so that I could feel confident in know
This is my second year as a client with Yi and Company. As the glowing reviews on Yelp will attest, there are many good reasons why Sung's professional services are in high demand! Prompt, thorough, experienced, patient and completely trustworthy.. these are qualities I have appreciated, and the basis upon which I recommend Yi and Company.
Had nothing but the best experience with Sung. My family has worked with him for the past couple of years and he is very articulate and easy to understand.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.