Yvonne Yan, CPA, P. A. was established as a full service CPA firm to serve the tax, accounting, and consulting needs of individuals and small businesses in the Orlando area. We strive to strike the perfect balance between small, local, attentive service and professinal experience and expertise. We believe that listening is the foundation of a lasting client relationship built on trust and respect. Our goal is to provide financial leadership, guidance and advice that you can really use us to help you grow your business and become more successful. The founder Yvonne Yan is licensed as a Certified Public Accountant in Florida. She holds a Master's degree in Accounting from the University of Central Florida. She has years of experience in Global Big Six Accounting firm and she is expert in solving various complicated tax issues and in negotiating with the IRS and state tax authorities. In order to serve our client better, appointment is available beyond normal office hours. Please call 407-683-9800 for afterhour contact.
Services/Products
Audit, Review, and Compilation Individual Tax Preparation Business Tax Preparation - Federal / States / International New Business Formation Business Consulting Tax Planning IRS Tax Support Accounting & Bookkeeping Payroll Certified Notary Public Data and Document Checklist for Preparation of Your Individual Income Tax Return A copy of your last year tax return Schedule of estimated federal, state and local taxes paid during the year W-2 forms from each employer you had during the year 1099-INT and 1099-DIV interest and dividend income reporting forms 1099-R forms for pension income and retirement plan distributions 1099-S for Social Security benefits received 1099-G for state unemployment compensation, state tax refunds, gambling or lottery winnings 1099-MISC for compensation received as an independent contractor, executor, trustee, etc. 1099-B for the sale of securities 1099-S for sale of real estate 1099-Q payments from Qualified Education Programs 1099-SA Distributions from and HAS, Archer MSA, or Medicare Advantage MSA. 1098 forms for mortgage or home equity loan interest you paid 1098-T for tuition and fees paid for higher education (and info on other education expenses) Alimony paid or received, including Social Security Number of recipient (save cancelled checks) Records of purchase and sale of a personal residence, including the settlement statement from closing (keep records of all home improvements) Real estate taxes paid during the year Summary of medical and dental expenses paid during the year and any insurance reimbursements Summary of charitable donations, including cash, checks and donated property. Keep all receipts. If value of donated property exceeds $500, and itemized list if necessary Childcare expenses and provider information. The tax identification number of the provider is required Information on IRS contributions made or to be made for the tax year Summary of moving expenses, if eligible for the moving expense deduction (your move will meet the distance test if your new main job location is at least 50 miles farther from your former home than your old main job location was from your former home) Schedule K-1 from partnerships, S corporation, trusts or estates. Summary of casualty losses from fire, theft or natural disaster Job-related expenses, such as union or professional association dues, work clothing, tools, supplies, job-hunting and job-related education Job-searching expenses incurred during unemployment period (job-hunting expenses incurred while looking for your first job don&rsquot qualify) Log book for business use of a vehicle Other records relating to vehicles purchased or leased during the year for which you are claiming business expense deductions Receipts for travel, lodging and meals while on business Receipts and records for all business-related income and expenses Records of all income from and expenses paid for rental estate you own,Audit, Review, and Compilation Individual Tax Preparation Business Tax Preparation - Federal / States / International New Business Formation Business Consulting Tax Planning IRS Tax Support Accounting & Bookkeeping Payroll Certified Notary Public Data and Document Checklist for Preparation of Your Individual Income Tax Return A copy of your last year tax return Schedule of estimated federal, state and local taxes paid during the year W-2 forms from each employer you had during the year 1099-INT and 1099-DIV interest and dividend income reporting forms 1099-R forms for pension income and retirement plan distributions 1099-S for Social Security benefits received 1099-G for state unemployment compensation, state tax refunds, gambling or lottery winnings 1099-MISC for compensation received as an independent contractor, executor, trustee, etc. 1099-B for the sale of securities 1099-S for sale of real estate 1099-Q payments from Qualified Education Programs 1099-SA Distributions from and HAS, Archer MSA, or Medicare Advantage MSA. 1098 forms for