Yogi CPA

Yogi CPA Tax Strategy | Entrepreneurship | Building Wealth

🎯 The mid-year estimated tax deadline is approaching for Q2 2026!👩‍💻 Staying ahead of quarterly taxes is critical for yo...
06/03/2026

🎯 The mid-year estimated tax deadline is approaching for Q2 2026!

👩‍💻 Staying ahead of quarterly taxes is critical for your cash flow planning especially avoiding penalties . 📈

👉 Scan the QR code to let us handle your quarterly estimation process. 😉

Growing your family means being educated about new tax terms in order to capture potential tax savings! 💼Do you know the...
05/28/2026

Growing your family means being educated about new tax terms in order to capture potential tax savings! 💼

Do you know the difference between a Qualifying Children & a Qualifying Relative? 👨‍👩‍👧‍👦 Our advisory team ensures your family dependents are correctly classified under the latest 2026 IRS guidelines. 😉

📲 Scan the QR code to subscribe to our monthly newsletter.

🌱 Financial Mindfulness isn't about avoiding every mistake; it’s about showing up for your future self through small, in...
05/14/2026

🌱 Financial Mindfulness isn't about avoiding every mistake; it’s about showing up for your future self through small, intentional actions every single day. 🧘‍♀️

✨ At Yogi CPA, we help you simplify the complex so you can stay consistent and turn your financial goals into a sustainable reality.

➡️ Scan the QR code for essential tax resources by Yogi CPA.

05/07/2026

💵 The link between money and mental health is rarely discussed, yet for many, financial anxiety is deeply rooted in our sense of safety and identity. ✨

🧠 When uncertainty hits, your nervous system can shift into survival mode, but you don't have to navigate these fear-based decisions alone. 😉

🌱 At Yogi CPA, we help you transform your money triggers into powerful tools for clarity. 🧘‍♀️

05/01/2026

📣 Happy to announce that our founder, Zunie Nguyen, has been recognized on the Forbes 2026 Best-In-State CPAs list. 🗽

✨ This recognition is a testament to our dedication to professional excellence and community impact. 🌱

We are grateful for this honor and the support of our clients and partners. 🙏

Happy 6th Anniversary to Yogi CPA! 🎂✨🌱 From our start during Covid-19 in 2020 to today, it's been an incredible journey!...
04/23/2026

Happy 6th Anniversary to Yogi CPA! 🎂✨

🌱 From our start during Covid-19 in 2020 to today, it's been an incredible journey! 💖

🧘‍♂️ Our mission is Financial Mindfulness and we are so glad you are with us. Seeing your financial growth through life changes truly brings us the greatest joy. Cheers to many more! 🥂

📢 Tax day is almost here, have you received a draft return from your CPA? If you ever wondered how to review, here is ou...
04/13/2026

📢 Tax day is almost here, have you received a draft return from your CPA? If you ever wondered how to review, here is our essential 3-pillar review guide. ✍️

💡These "Quick Tips" will help you review every Schedule and ask good questions. 🤓💰

👉 Scan the QR code to get a quote for your taxes, done with ease! 🧘‍♀️

🔥 Hot News for Parents! The new Form 4547 is now available to establish a Trump Account for your child’s future. 👶✍️ Let...
04/09/2026

🔥 Hot News for Parents! The new Form 4547 is now available to establish a Trump Account for your child’s future. 👶

✍️ Let us handle the complex IRS filing & data entry to ensure everything is set up correctly for your family. 👨‍👩‍👧‍👦

📲 Scan the QR code to learn more about Form 4547 & get a quote with us.

⏰ Tax Day is approaching! Here's our approach to zero-stress tax filing 🧘‍♀️ If you can file on time, we'll file on time...
04/01/2026

⏰ Tax Day is approaching! Here's our approach to zero-stress tax filing 🧘‍♀️ If you can file on time, we'll file on time. If you miss key information and it's in your best interest to wait, we'll file an extension.

📚 Our expert team provides clear explanations & effective filing strategies to take the pressure off your shoulders. 🌱✨

👉 Scan the QR code to get a quote with us today.

🪷 Yogi CPA built Transcend with a mission to guide the next gen through the Great Wealth Transfer. We hope that the next...
03/19/2026

🪷 Yogi CPA built Transcend with a mission to guide the next gen through the Great Wealth Transfer. We hope that the next gen will make financial decisions based on their values. Let's build generational wealth on a foundation of wisdom and clarity. 🕊✨

👉 Scan the QR code or visit transcendny.com to explore Transcend!

Address

1100 W. Town And Country Road , Suite 1250
Orange, CA
92868

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Yogi CPA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Yogi CPA:

Shortcuts

Share

Category