Law Offices of Connie Yi, PC - estate planning
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Bay Area Estate And Tax Planning Law Firm
Estate Planning
Trust Administration and probate

The benefits of hiring an attorney who is also a CPA

| Sep 1, 2015 | Uncategorized |

Before we get into the benefits of hiring an attorney who is also a CPA, let’s discuss the main difference between the two. While an attorney specializes in the laws surrounding business transactions, taxes and estate planning, CPAs specialize in the financial outcomes of each.

Whether you are creating or updating an estate plan, or addressing tax issues as an individual or a business owner, it is often necessary to work with both a certified public accountant (CPA) as well as a lawyer.

You have the CPA who works to meet all of your financial accounting needs, and your lawyer who drafts all of your requisite legal documents. However, it can be very difficult to find a CPA and an attorney who work well together.

Sometimes the two professionals disagree on strategy, while other times they simply have a difficult time communicating.

Wouldn’t it be nice if you could go to just one professional to handle all of your financial and legal needs? That is possible when you work with the Law Offices of Connie Yi, P.C.

Ms. Yi worked for nearly a decade as a CPA at one of the “Big Four” accounting firms before starting her own law firm in 2003. Since then, Ms. Yi has been offering clients a rare and valuable blend of both accounting and legal services.

Law Offices of Connie Yi, P.C. offers a one-stop business and tax law service to individuals and business owners, including drafting customized wills and trusts, providing tax preparation and review, and business formation and dissolution.

Keep reading to find out more about the firm and the benefits of hiring a lawyer who is also a CPA.


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