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PERSONAL FINANCIAL CONSULTATION

The focus at YZ CPA Accounting is getting to know you. This allows us to take a proactive approach to your taxes and design a financial plan around you.  We make it easy for you to decide what is the best for your personal financial needs in the present and into your future. 

We not only focus on providing you with our comprehensive taxation services, we love to help you make the most of what you have.  Our dedicated team of professional accountants ensure that you can plan your finances effectively while minimizing your tax liabilities.  We will keep you informed of the changing tax regulations and how they might affect you or your family finances. 

Our mission is to ensure that we are here for you all-year-round, not only during tax season.  We are excited to see you, answer any of your questions, advise you and share your excitement about any new personal and business financial opportunities.  Let us assist in planning for your present and your future.

COMMON PERSONAL FINANCIAL ISSUES:

  • I am self-employed, should I incorporate?
  • What tax shelters are available to me? 
  • What types of personal expenses are deductible?
  • What are the tax implications of investing in rental property?
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