I had a bunch of issues with my previous CPA that I had engaged which that left me with little confidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client! read more

Yan was very helpful and will use her for my CPA Tax needs. We talked extensively and she gave some recommendations but did listen to us.

I called Ms. Yan Song after hours, thinking I would leave a message, but surprisingly she actually answered her phone. Ms. Song was extremely kind, eager to help me, listened intently to all my concerns and questions, gave wonderful advice as if advising a close friend, and all this while in the midst of her private family time! She never once mentioning, fees, hourly rates, all she wanted to do was advise and assure me it was all going to be fine! I'm grateful, Ms. Song! In the near future I will be making a formal appointment with Ms. Song, to follow through on her advice and recommendations, and finalize any paperwork. You are truly an amazing and kind human being, Ms. Song! Thank you and Bless you! read more

She was a very friendly and helpful person who assisted me with my back taxes, going above and beyond to help resolve my issues. Thank you Yan read more

I would like to express my sincere gratitude for Yan's excellent work on tax return. Her expertise, professionalism, and dedication were invaluable in ensuring a smooth and efficient process. Our previous tax accountant messed up the filing schedule, so we had to look for new tax accountant. Also due to software error, although everything was filled out, the form 5471 was filed empty during tax return, which incurred Fedex penalty of 10k. Thanks to Yan's help, the penalty was able to be waived. We were able to use the money saved to purchase important equipment to insure product quality this year. read more

Yan was super helpful and quick to set up some time for a consultation. I had some quite a few questions and Yan was very patient and answered in great detail. Very professional and I would definitely recommend. read more

Yan is very responsive and took the time to listen to my situation and provide unbiased advise on my options. She was patient and pointed out good ideas to plan ahead for my major investment choices to maximize my tax benefits. read more

Yan Song was very responsive to my inital quote request and scheduled a zoom meeting to discuss more details the day of. She spent a good chunk of time hashing out the details with us since we were trying to file taxes for the whole family. She was very patient and kind, extremely easy to talk to, and understanding. Yan Song was very capable and recommended tips here and there, showed she truly cares about her clients! I would gladly recommend her to anyone looking to file tax returns, especially if you have real estate, 401K, LLCs, your own business, etc. read more

Excellent service. Professional and knowledgeable about tax returns including stock sales.

Yan is a responsive and informative CPA. I reached out to her for stock option related and SMB questions, she was super patient and professional to walk me through the details in the first free consultant appointment. Highly recommend!!! read more

Very friendly and helpful. Yan responded to the inquiry very fast and scheduled a zoom meeting to discuss more details on the same day. During the meeting, she gave me a lot of suggestions and planning information. Very professional and resourceful. Definitely recommending her. read more

I appreciated Yan's one hour consultation. She was very knowledgeable about all the different ways to maximize your tax return.

Yan was super knowledgable about efficient tax reporting in the Bay Area. We hopped on a Zoom call from the convenience of my own home and got right to business! read more

I was referred to Yan Song by a friend of mine. In the past two years, I had extreme difficulties dealing with spouse transferred community properties. I was so depressed. I brought my question to Yan. With Yan's sharp audit and investigation skills, I now find light in a tunnel. I appreciate Yan Song's professional skills, dedication and enthusiasm. I highly recommend Yan Song as your CPA. read more

This review is way overdue! Yan is amazing! She took the time to walk me through the process. I'm Canadian and I moved to the US a year ago, so she definitely made this an easy process for me. I highly recommend her! She's available whenever you need anything, she's super patient, and she'll make sure that you get all the right information. read more

After I reach out to Yan, she responds within 5 min thru Yelp portal for a consultancy on Sunday. She setup zoom link and we chatted for almost 1 hour. Yan has lots of experience from corporate level auditors to setting up business and ideas to maximize tax benefits available to you. I recommend Yan for your CPA needs, she's resourceful and has years of experiences to back it up. read more

Yan listened and spent time to optimize our taxes. We needed someone who can work with us to plan our taxes. Yan - did that well.

Yan was a great help, she went out of her way to find historic data for me. She went above and beyond to answer any questions I had and was incredibly personable and very friendly! Highly recommend! read more

Ms. Song did an excellent job guiding me through the ramifications of a real estate sale. She was extremely accommodating and helpful.