SUPPORT@ymmdcpa.com 
   571-310-5738
We make tax filing a breeze for you
Make tax filing a breeze for you
 If there is something (almost) everyone procrastinates, that's tax filing. According to a Wallethub survey, 35% of Americans would rather explain the birds and the bees to a toddler and 13% would rather spend a night in jail than deal with the taxes. 
Proaction on tax strategies = Less Headaches + More Profit
We are here to help!
  • Claim your refund earlier! Know you cash flow need for tax payments ahead of time. Put your hard earned money in YOUR bank account!
  •  Look for potential tax savings to minimize your tax liabilities.
  •  Electronic filing when possible, speeding refunds with no extra charge.
  •  Educate you to take actions on regulatory tax filing requirements to avoid costly interest and penalties. 
  •  Tax planning for major life events or transactions. Manage the tax hit and turn the opportunity to a pile of extra money! 
  •  Assist or represent you before the IRS or state/local tax authorities. You can sleep sound.
Tax services we offer 
If there is something (almost) everyone procastinates, that's tax filing.  According to a Wallethub survey, 35% of americans would rather explain the birds and the bees to a toddler and 13% would rather spend a night in jail than deal with the taxes. 
Proaction on tax strategies = Less Headaches + More Profits

  •  We help claim your refund earlier! Know you cash flow need for tax payments ahead of time.  Put your hard earned money in YOUR bank account!
  •  Look for potential tax savings to minimize your tax liabilities.
  •  Electronic filing when possible, speeding refunds with no extra charge. 
  •  Educate you to take actions on regulatory tax filing requirements to avoid costly interest and penalties.
  •  Tax planning for major life events or business transactions. Manage the tax hit and turn the opportunity to a pile of extra money!
  •  Assist or represent you before the IRS or state/local tax authorities. You can sleep sound. 
Tax services we offer 
  •  Annual federal and state business tax filings (1120, 1120S, 1065, and all 50 states)
  •  Quarterly tax estimates
  •  Periodic tax planning meetings to review effective tax rate, accounting method, and tax law changes
  •  Support in case you receive a tax bill or notice.
  •  Full audit representation as Power of Attorney

  •  Turn-key ASC 740 annual and interim tax provision preparation for financial statement audits 
  •  Co-sourcing tax department  for small to mid-size private companies that lack of tax director/manager capacity 
  •  Outsourcing tax management functions for small to mid-size accounting firms that lack of top tax expertise 


  •  Annual federal and state individual income tax filings  (1040, 706, 709) 
  •  Quarterly tax estimates
  •  Year-end tax planning meeting 
  •  Assistance with tax notices, tax assessment and tax liens.
  •  Tax audit assistance or full audit representation as Power of Attorney
  •  Choice of entity comparison and modeling.
  •  S Corporation election, revocation and conversion.  
  •  Qualified business Income deduction maximization 
  •  Merger and acquisition tax issues 
  •  Taxable income projection and modeling
  •  Tax planning for major life events
  •  Annual federal and state business tax filings (1120, 1120S, 1065, and all 50 states)
  •  Quarterly tax estimates  
  •  Periodic tax planning meetings to review effective tax rate, accounting method, and tax law changes
  •   Support in case you receive a tax bill or notices
  •  Full audit representation as Power of Attorney
  • Turn-key ASC 740 annual and interim tax provision preparation for financial statement audits  
  •  Co-sourcing tax department for small to mid-size private companies that lack of tax director/manager capacity 
  •  Outsourcing tax director functions for small to mid-size accounting firms that lack of top tax expertise 
  •  Annual federal and state individual income tax filings (1040, 706, 709) 
  •  Quarterly tax estimates
  •  Mid-year and year-end tax planning meeting 
  •  Assistance with tax notices, tax assessment and tax liens.
  •  Tax audit assistance or full audit representation as Power of Attorney
  • Choice of entity comparison and modeling
  •  S Corporation election, revocation and  and conversion
  •   Qualified business Income deduction maximization
  •  Merger and acquisition tax issues 
  •  Taxable income projection and modeling
  •  Tax planning for major life events, such as change of filing status from US nonresident to US resident, marriage/divorce/death, retirement, windfall from inheritance/lottery/stock options/cryptocurrencies, etc. 
Meet your tax professional
Yan Zhang, CPA/PFS, CDFA, MAcc
I spent nearly 15 continuous years in public accounting including more than 7-year tax director/senior tax manager work experience with two top 6 global accounting firms. In my previous job, I advised both public and private clients on a range of complex tax and business matters. I view my broad experience with corporate, pass-through, individual taxation and hands-on knowledge to complex, multifaceted issues, including multi-state and international taxation matters, is critical in guiding my clients through all stages of growth from start-up to a profitable exit strategy. I had many successful stories representing clients in the federal and state income tax examinations. 

I left in November 2018 to start my own tax practice and focus my energy helping people just like you. You will  enjoy the same quality tax services as provided to the ultra-fortunate without breaking the bank. 


MEET YOUR CPA
Yan Zhang, CPA/PFS, CDFA, MAcc
WHAT TO EXPECT WHEN WORKING WITH US
Proactive Client Services 
Calmer days. More value!  As a CPA/PFS, I will provide much more than your regular tax preparer. While tax filings are routine tasks, your life and business are not. I will point out the potential exposures immediately when I spot them so that you can take actions to avoid these costly mistakes; I will also point out the tax saving opportunities proactively.      
Cutting Edge Technology
I highly respect your time and embrace technology to make everything easier for you. I offer secure client portal to store  tax documents, free e-filing of all tax returns as long as this option exists, automated scheduling with me, easy online pay, and much more. No more unnecessary driving to my office or waiting in frustration at the postal office. I bet you can use that time more wisely.
Transparent Pricing 
I provide transparent pricing and have a simple fee structure. I will either provide you a fixed fee quote or a range of fee based on the complexity of your case in the client acceptance stage. Typical fee range is $400 to $1,400 for individual tax returns, and $700-2,500 for business tax returns. As long as information is provided in an organized way, there is no surprise fee at the end.    
Are you ready for unparalleled tax services? 
I spent nearly 15 continuous years in public accounting including more than 7-year tax director/senior tax manager work experience with two top 6 global accounting firms. 

In my previous job, I advised both public and private clients on a range of complex tax and business matters. I view my broad experience with corporate, pass-through, individual taxation and hands-on knowledge to complex, multifaceted issues, including multi-state and international taxation matters, is critical in guiding my clients through all stages of growth from start-up to a profitable exit strategy. I had many successful stories representing clients in the federal and state income tax examinations.
  
I left in November 2018 to start my own tax practice and focus my energy helping people just like you. You will enjoy the same quality tax services as provided to the ultra-fortunate without breaking the bank. 
WHAT TO EXPECT WHEN WORKING WITH ME
Proactive Client Services 
Calmer days. More value! As a CPA/PFS, I will provide much more than your regular tax preparer. While tax filings are routine tasks, your life and business are not. I will point out the potential exposures immediately when I spot them so that you can take actions to avoid these costly mistakes; I will also point out the tax saving opportunities proactively.      
Cutting Edge Technology
I highly respect your time and embrace technology to make everything easier for you. I offer secure client portal to store tax documents, free e-filing of all tax returns as long as this option exists, automated scheduling with me, easy online pay, and much more. No more unnecessary driving to my office or waiting in frustration at the postal office. I bet you can use that time more wisely.

Transparent Pricing
I provide transparent pricing and have a simple fee structure. I will either provide you a fixed fee quote or a range of fee based on the complexity of your case in the client acceptance stage. Typical fee range is $400 to $1,400 for individual tax returns, and $700-2,500 for business tax returns. As long as information is provided in an organized way, there is no surprise fee at the end.    
Are you ready for 
unparalleled tax services? 
N. VA CPA firm serving Washington DC Metro area 
YMMD Tax and Wealth Planning, LLC
8300 Boone Blvd, Suite 500, Vienna, VA 22182

By appointment only
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   SUPPORT@YMMDCPA.COM
                 571-310-5738
8300 Boone Blvd, Suite 500, Vienna, VA 22182
(BY APPOINTMENT ONLY)
Copyright 2019 - All Rights Reserved - PRIVACY POLICY - LEGAL DISCLAIMER       YMMD Tax and Wealth Planning, LLC 

Copyright 2019 - All Rights Reserved - PRIVACY POLICY - LEGAL DISCLAIMER - YMMD Tax and Wealth Planning, LLC