Yi & Co CPA

I cannot say enough positive things about Mr. Yi. Mr. Yi has prepared our taxes for the last two years. Mr. Yi has been beyond professional in our of our tax dealings, but his commitment to our financial wellness goes beyond tax preparation. He has offered advice on tax issues throughout the year and has even called us mid-​year to make sure we were doing well. :-) Mr. Yi has been honest, supportive, detailed, reliable in all of our tax needs. Yi and Co are very professional, yet personable. When we were first looking for a CPA two years ago, we were having trouble deciding who to use. When we read Mr. Yi’s reviews on Unilocal,it certainly influenced our decision to use his services. We are so thrilled that we did. I am posting my review now in hopes that other people in my same position 2 years ago can feel confident in choosing Mr. Yi. I feel relaxed at tax time now knowing that I am getting the very best, professional services! Thank you Yi and Co for being one of the true «white hats»!

Sung has prepared my taxes for the past 3 years and I couldn’t ask for a better experience. He is trustworthy, very knowledgable, and always goes the extra mile to make sure I understand my options. He helped me navigate my first experience as a 1099 employee and gave me solid financial advice that helped me save enough money to purchase my first home. Thank you, Sung!

Met Mr. Sung when I was searching for a CPA in the Irvine area. He has been our CPA for about a year now. He does our personal & corporate taxes. He explains everything very well and to our understanding. He answers all our questions regarding taxes as well and is very professional. His rate would be on the higher side compared to others but we would still stick to him since he definitely knows what he is doing and he does it very well.

I initially consulted with Sung Yi for guidance regarding a specific tax matter. The level of communication and quality of service was excellent. All of my questions were answered in a precise, comprehensive and timely manner. Sung exceeded my expectations and earned my trust. The firm has been preparing my taxes for a few years now and I highly recommend them for all accounting services. I would also note that the rates are very reasonable.

We’ve been going to Sung for the past couple of years for our taxes and he’s been a pleasure to work with. He’s always done a thorough job and goes into great detail when reviewing them with us.
Sung also has a high level of integrity and will do things the right way. I would definitely recommend him but based on some of the other comments, he might not be taking on new clients.

I have been audited by the IRS in my younger years due to an extremely unscrupulous accountant I had when I was in my early 20s. $ 50,000 in taxes owed later and surviving the personal hell of going through an audit has made me extremely selective when choosing an accountant. I needed someone responsible, honest, and knowledgeable. I needed someone who would tackle my somewhat complicated returns (1120s/​Schedule C) and factor in all of my write offs exactly to the T, so that I could feel confident in knowing that if the IRS came a knockin’ again, I’d be ready. I have literally become obsessive with record keeping and I needed someone patient enough to wade through my stacks of paperwork and find me every last deduction. I found Sung last year and will not trust anyone with my accounting needs ever again. He is patient, knows everything there is to know, and takes the time to explain to you in a way that makes sense. He advises on how to best set your business up for the future given the nature, size and scope of your business, and goes above and beyond just preparing your taxes. I work in finance and have seen so many sloppy returns done, but with Sung, I never had to worry. I am so thankful to have found him and will continue to use him for all of my businesses now and in the future.

Honest business. It takes an honest business to turn down extra clients. I don’t see why people leave 1 star reviews just because they reach full capacity of clients.
That’s a good sign, a crooked business will keep taking more people than it can handle, if they don’t throttle their customer flow to accountant ratio things won’t get done. Take this as a good sign, as a business owner I can respect that.

Exceptional service and absolute professionalism every time I utilize his tax services!!! Sung has filed for me and my wife for the last 4 years and he has not disappointed in any way. He is extremely knowledgeable and articulate in being able to explain the tax complexities and nuances that would otherwise be difficult for the average person to understand and file on their own.
As a client, he returns all my phone calls promptly and takes the time to explain and review all my inquiries. I’ve used three other CPA’s before coming to Sung and he is by far the best.
I’ve also noticed that those reviews that rated him low because he cannot take any more clients for the seasons tells me that there is a good reason why he’s booked all year. He is simply the BEST!!!

This place must get so much business because they don’t return your calls. I tried calling to setup appointment and nothing. On well, move along.

Wow! I just called thinking I would be an early entry to complete my personal 2013 returns in 2014… nope! They’re all booked! I don’t want to give a 1 star for that purpose because that’s not fair so I’ll just give 5 stars because they have to be doing something right if you can’t even get in for next year!
So if you want to get your 2013 personal returns done just an FYI they’re not taking on any new clients until after May 2014, this means you’ll have to automatically file extensions for your 2013.
But I liked the way they immediately called me to advise me this. Very professional so far! I’ll just get an early start in 2014 for 2015!

Sung is an amazing CPA. I had to file taxes for three years and he was able to get me a great tax refund. He is very thorough and professional with his work and will make sure that you are taken care of. He was completely booked when I originally called him but was nice enough to squeeze me in his schedule. I can’t rave enough about him and will definitely be coming back again next year. Thanks Sung!

I recently started my own business and searched all Orange County for the right Accountant who could help me with taxes as well as offer business advice.
I reached out to Sung and from the first response I knew he was the perfect person to help with my personal and business financial needs. Beyond a CPA, he has helped me understand how to set up all of my files for my business and mentored me in the correct ways to approach structuring the often neglected but significant elements of any business.
Undoubtedly he has been a huge asset and I can not put into words how much he has helped me. It’s so difficult to find an honest, intelligent, and caring CPA these days, and if you get the opportunity to work with him, you will understand the burden that is lifted when the mystery that is ‘taxes’ is unscrambled and organized.
***I noticed some people giving negative reviews because Sung unfortunately declined to take on new clients during the rush of tax season. I have to speak to this because I think those reviews are very unfair. The fact that he knows how to manage his time appropriately and refuses to sacrifice the quality of his services for his current clients should speak volumes about his character. Less scrupulous CPA’s would pile on as many clients as possible for mere profit and damage the quality of their work. My experience with Sung has been that of integrity, quality, and passion.

This is our first year doing our taxes with Sung and we are extremely happy with him. He is very friendly and professional. He answered all of our questions and more. Most importantly he is very knowledgeable.
Thank you Sung!

A little disappointed. Left a voice mail last week to inquire about his services, but never received a call back. It’s unfortunate that so many businesses today forget that the initial phone call is the potential new customer’s first interaction with, and first impression of, the company.

I agree with what everyone else says: Sung is really great. He is more knowledgeable than the IRS or the online programs by Turbo Tax and H&R Block.
Seriously, I usually do my taxes and my mother-in-law’s because she has alzheimer’s so we have power of attorney. Well, that can be pretty difficult and I always put it off til the last minute. I wind up taking a week off work in April to complete them.
Problem with my 2011 return was that we had sold our condo which we «rented» to our son and his wife for about a year. They were only paying what we would pay to keep it going, like dues and taxes. Never having sold a property, that was confusing enough, but throw in, the word «rental» and it gets way worse.
I wound up filing for an extension. This just gave me until Oct 15 to realize I just couldn’t handle it. I got conflicting results with online H&R Block program vs. Turbo Tax, reading Publications, and several calls to the IRS.
After checking Unilocal,and finding all these good reviews, I called Sung. Of course, this was like Oct 5! and cpa’s are very busy, which I didn’t realize. He was so cool though. He asked my problem and tried to help me over the phone! But I didn’t trust myself or these online programs and felt doomed. Sung must have sensed this because he squeezed me in and I am sooooo glad he did.
I feel fantastic about the whole process with Sung. He told me up front what it would likely cost. And when it turned out he worked longer on it than would have been covered by the quote, he stuck to his quote.
He is very intelligent and a regular guy too. Thumbs way up!

Sung is amazing! End of story.
I had a pretty rough situation with our taxes and Sung was so knowledgable, understanding and helpful. He took the time to explain everything to us without using «tax terminology.» He is THE GUY to go to. Prices are unbeatable. He is our go to guy!!! No need to second guess. Make an appointment and go see him! Thank you, Sung!

Sung deserves the 5 stars and then some!
I found Sung through Unilocal and my husband and I couldn’t have been happier with his friendly, quick, efficient service. He took us on as new clients despite the fact that he had a major deadline to meet for all of his existing clients and it being very last minute. He found more money than we anticipated getting back on our return (more than double) AND went over line by line of our return with me. I left understanding everything clearly and feeling extremely comfortable with all that he explained to me.
His service was top notch and he’s an extremely competent CPA. He was a bit on the pricier side than what I was anticipating to pay, but I gotta admit that it felt like he was worth every single penny. Now filing our taxes don’t seem so daunting and we’ll be returning next year knowing that we are in excellent hands. Thank you Sung! :)

BEST CPA ever!
I never thought I’d have fun doing taxes — until I hired Sung to help me with mine!
He made the whole process so easy that all I had to do was sign at the end.
As a 1099 independent contractor, I had no idea where to even being. He explained the entire tax situation to me and made me feel more at ease with what I had to deal with. He was extremely helpful, patient and understanding!
He was very prompt in responding to my emails, and even more efficient when it came to actually preparing what I needed to file. He maximized my returns and helped me understand what needed to be done after I filed. There was no shady business with Sung — everything was done by the book.
He prepared a well-​presented professional booklet of my return for my personal keep. He went through my tax return line-​by-​line, showing me where all the numbers came from and explained it in a way that made sense.
I was VERY impressed by his level of professionalism and his friendliness as well.
Definitely going to keep seeing him for all my accounting needs — as well as upcoming investment needs.

He is a BEST tax preparer! We all work hard for out money, Sung will help you keep it!
Here are just a few reasons I am a loyal client for many years:
1. He maximizes your tax preparation so you get the most money back!
2. He patiently explains your taxes questions and report.
3. He is so knowledgeable and experienced, I recommend him for anyone with a simple to even a more complicated tax situation.
Also he also has done an excellent job with my investments! My previous investment agent only met with me 1x. He was not approachable so I had no idea what he was investing with my money. Sung is the complete opposite. Sung is diligent, organized, personable, and welcoming to answer and explain how my investments are doing. He makes sure they are doing well.

Owning a growing business, it was crucial to find a CPA that we could trust and one that would help us grow the company. Our previous CPAs weren’t interested in what we did and only talked to us once a year during tax season. So finding someone who could consult with us beyond taxes was very important to us.
Sung and Yi & Company came in cleaned up our books from mistakes from our previous tax returns, reviewed our current finances, setup our payroll, 401k, and is now our one stop shop for our accounting needs.
Yi & Company are genuinely interested in what we do, how we do it, and why we do it. They help us look beyond the day to day business and force us to look forward to the next quarter, to the next year, to the ten years to make sure we have our plan in place to succeed. Throughout the year they’ll call to see how the business is doing and if there are big direction changes that may affect your books.
While always professional, they are always easy to talk to, and you ask questions that you may think are stupid but you never feel stupid asking them to Yi & Company.