MAAGON CPA was established by Yulin Li, who presently leads the firm as its principal. Yulin boasts a varied professional background, encompassing work with small to medium-sized businesses, collaboration with high-income fund managers and startup owners, and providing services to high-net-worth individuals, including retirees for estate planning. His expertise also extends to the real estate sector, where he has experience ranging from managing rental properties to overseeing substantial commercial projects. Before founding MAAGON CPA, Yulin held positions as an actuary and accounting manager at Transamerica Life. Additionally, he contributes his financial acumen as the CFO for various local businesses and non-profit organizations.

Our mission is to simplify the complexity of tax and financial planning and to provide optimized solutions to achieve ever-changing business and life goals. The firm is dedicated to proactive tax planning and helping you reach financial independence using elite tax strategies.

Maximize your tax savings and seize control of your financial future by taking action now, rather than waiting until April 15. With Maagon CPA, you'll benefit from a comprehensive plan that exploits every available legal deduction, credit, and strategy. Our focus is on proactive tax planning, ensuring you save money well before the deadline. Our role extends beyond mere record-keeping; we empower you to actively shape your financial narrative. Embrace our ProActive Tax Plan to efficiently manage your tax liabilities and avoid unnecessary expenses.

Furthermore, Maagon CPA offers specialized virtual family office services, catering to families with a minimum annual income of $500,000 and at least $10 million in investable assets. Our services are designed to provide sophisticated and personalized financial management for those with significant resources.

We have made a substantial investment in advanced tax preparation and research applications, allowing us to prepare returns precisely and efficiently for a diverse range of entities. This includes individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. Our state-of-the-art technology ensures accuracy and streamlines the tax preparation process for every type of client.

Our extensive experience in interacting with numerous tax authorities has endowed us with a high level of expertise. This proficiency guarantees that our clients receive proper representation before various federal and state tax agencies.

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs...) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.