Kasey Yang

Certified Public Accountant

Reliable

Analytical

Caring

Strategic

Our Financial Services

Accounting Services

We offer professional accounting services to help individuals and businesses stay organized and informed. Whether you need ongoing support or periodic financial reporting, we ensure your records are accurate, complete, and reliable so you can focus on what matters most.

Bookkeeping Services

We provide professional bookkeeping services to keep your financial records accurate and up to date. From transaction recording to account reconciliations, we help businesses maintain clean books throughout the year. CPA oversight ensures your bookkeeping supports smooth tax filing and better financial decisions.

Individual Tax Return

We provide professional individual tax return preparation for all situations. Whether your income includes stock options with vesting schedules, international investments, or multiple real estate transactions, we can help.

Business Tax Services

We provide professional business tax services for companies at every stage. Whether you are a sole proprietor, partnership, LLC, or corporation, we help you navigate complex tax rules and filing requirements. From multi-state activity to entity elections and owner compensation, we ensure your business returns are prepared accurately and strategically.

Life Insurance Services

We provide life insurance solutions designed to protect your family and financial future. Whether you need coverage for income replacement, estate planning, or business continuity, we help you choose the right policy based on your goals. Our licensed, fiduciary-minded approach focuses on education, transparency, and long-term protection.

Notary Services

We provide reliable notary services for personal, business, and legal documents. Whether you need documents notarized for real estate, financial, or legal purposes, we ensure the process is handled correctly and efficiently. Appointments are available to accommodate your schedule.
Character

We also provide complete solutions for Wealth Management!

Everyone’s financial situation is different. As I get to know you, my goal is to provide a personalized wealth management and financial planning solution tailored to your needs. From investment strategy and retirement planning to risk management, having a trusted advisor can free up your time so you can focus on family, business, and long-term goals.

Why should you choose Kasey Yang, CPA?

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Years of Experience

I am a Certified Public Accountant with a Master of Accountancy degree from George Washington University and over 11 years of corporate accounting experience. After spending 4 years serving clients as a CPA, I have developed a practical, detail-oriented approach to accounting, tax services, and financial planning that focuses on clarity, accuracy, and trust.

Beyond accounting, I am also a commissioned, licensed, and bonded Notary Public in the State of California, as well as a licensed California Insurance Professional offering life insurance solutions. This expanded background allows me to provide well-rounded guidance and support, helping clients manage not just their numbers, but their family's financial path.