Zheng Yang, CPA, founder of Yang Financial Services Corp
Zheng YangFounder, Yang Financial Services CorpCPA

About

A CPA Should Do More Than Prepare a Tax Return.

Zheng Yang, CPA, is the founder of Yang Financial Services Corp, a CPA-led tax and financial advisory firm in Lansdale, Pennsylvania.

Yang Financial Services helps clients understand their business, identify tax opportunities, solve tax problems, and connect tax decisions with their larger financial goals. The firm's primary focus is real estate agents, especially independent 1099 agents, along with small business owners who want proactive help. Clients meet in person in Lansdale or work with the firm virtually from anywhere in the US.

"You do not need another person who only asks you for your tax documents every year. I want to understand how your business makes money, where the money goes, and what we can do before the end of the year to improve your tax situation. Then we build a plan and put it into action."

Zheng Yang, CPA
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Zheng's Story

Why We Do This Work.

"I became a CPA in 2015 and started my firm as a side business in 2016. Early in my tax career, I helped a client save on her tax return. When I shared the news, tears came to her eyes, and she asked if she could give me a hug. That moment changed the way I look at my work.

The money I save for a client isn't just a number on a tax return. It could mean a mortgage payment, a car payment, or holiday gifts for their family. Since then, I've made it my mission to ask the right questions, look beyond the documents provided, and find every legitimate opportunity to help my clients save on taxes. My clients work hard for their money, and I want to help them keep more of what they earn."

Zheng Yang, CPA

How It Works

The Proactive Financial Success Roadmap.

  1. Schedule a Consultation

    The first conversation is about understanding your situation.

  2. Make a Plan

    We build a plan based on your situation and your goals.

  3. Execute the Plan

    We put the plan into action and work through the steps together.

  4. Fewer Tax Headaches, More Control

    Reduce tax surprises and gain better control of your business finances.

Quick facts

Firm
Yang Financial Services Corp
Founder
Zheng Yang, CPA (CPA since 2015)
Founded
2016
Office
1690 Sumneytown Pike, Suite 250-0294, Lansdale, PA 19446
Focus
Real estate agents (1099, high producers, team leaders) and small business owners
Services
Tax planning, tax resolution, financial planning, tax preparation, accounting and bookkeeping
Not offered
Payroll
Service area
In person in Lansdale and Montgomery County, PA, and virtually for clients across the US
Meetings
In person at the Lansdale office, by phone, or by video
Getting started
A free initial consultation

Let's Figure Out What Makes Sense for You.

The first conversation is about understanding your situation. If we believe we can help, we will explain how. If we are not the right fit, we will point you in the right direction.

Schedule Your Free Consultation

The initial consultation is free.