Yogi CPA Email Format
Financial ServicesCalifornia, United States2-10 Employees
Yogi CPA is a financial services firm based in Orange, California, focused on helping clients achieve financial mindfulness through a structured three-part approach. The firm emphasizes proactive tax planning for high-income earners, offering initial setup, accounting operations, and CFO support to support entrepreneurship, and guidance aimed at building wealth and financial independence beyond traditional balance sheets. Serving a small team and likely targeting high-income individuals and entrepreneurial ventures, the company situates itself within the tax and CFO services segment of the financial services industry and has earned recognition as an award-winning practitioner. A recent development noted in its profile is its designation as an Innovative Practitioner by CPA.com in 2021. The firm operates from its Orange location and maintains a digital presence through its website.