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 nearly 15 continuous years in public accounting including more than 7-year tax director/Senior tax manager work experience with two 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