We optimize tax strategies.

Josh Yeyni, CPA, PS provides tax planning strategies, tax return preparation, research, and IRS audit representation. Our clients include individuals, executives and small service businesses.

We additionally focus on serving the following:
● Income and Estate tax planning needs of retirees and high net-worth Individuals.
● Tax planning for executives of High-Tech companies with specific issues such as Stock Options, Stock Awards and Employee Stock Purchase Plans.
● Multi-national individual clients. These clients often face challenges in coordinating their taxation in the US and the other taxing country. We work closely with our clients’ foreign advisors to achieve the optimum tax results considering the tax rules and applicable Income Tax Treaties.

To get started with your taxes click here