Why a CPA Makes a Difference

Licensed CPA and San Francisco Bay Area Lawyer

To maximize tax benefits and to minimize tax liability, it is in your best interest to hire an experienced certified public accountant (CPA) to handle all financial accounting matters and an attorney to draft all legal documents. Yet, that is often easier said than accomplished. Finding an attorney and a CPA that work well together and maintain the same goals can be nearly impossible except at the Law Offices of Connie Yi, P.C.

Combining real world experience with the practice of law

After working nearly ten years at one of the "Big Four" public accounting firms I decided to open my law firm in 2003. By maintaining my CPA license, I offer one-stop service for legal counsel and financial advice in four distinct areas:

  • Estate planning
    With President Obama's administration in office, new estate planning laws are on the horizon. I can assist you with drafting customized wills and trusts that consider income, estate and gift tax liabilities before and after the new laws take effect. I will also provide support in filing the proper tax, trust and estate returns after your estate plan is established.
  • Tax law
    As a CPA, I seek out tax advantages for my clients in all stages of life - whether they are individuals, professionals or business owners. In addition to providing tax preparation and document review, I also offer examination/audit defense, settlement workouts and tax lawsuit representation.
  • Business law
    As a lawyer and a certified public accountant, I work with business owners and operators to structure and manage their companies and corporations from formation to dissolution. From contracts to corporate taxes, I provide advice and assistance in the legal and financial realms of business.

For one-stop business and tax law services in San Francisco, contact me for consultation. For your convenience, I maintain four accessible locations in the Bay Area with parking and accept all major credit cards. In addition, I speak fluent Chinese. Evening and weekend appointments are available.