Yi Yu

Yi Yu is a seasoned senior tax manager with extensive experience in providing tax services to individual and entity clients in various areas like income tax planning, stock compensation planning, real estate transactions, and estate and trust taxation and planning.

With an international background, Yi Yu specializes in offering consultation and tax services to new immigrants and multi-national families, leveraging a vast professional network that includes financial advisors and tax attorneys to cater to clients with international backgrounds.

Yi Yu has actively participated in professional associations, serving on the Board of Directors of the Peninsula

• Silicon Valley Chapter of Cal CPA for the term 2017-2018 and holds memberships in esteemed organizations like the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

Yi Yu's scope of services includes tax planning and compliance for individuals, trusts, partnerships, and corporations. They excel in providing tax advice to high net worth individuals, specializing in estate and trust matters, and managing international tax reporting requirements.

Educationally, Yi Yu holds a Master's degree in Accountancy from San Jose State University and a Bachelor's degree in History from Fudan University.

Yi Yu's professional journey includes roles at renowned firms such as Eide Bailly LLP as a Senior Manager, Vavrinek, Trine, Day & Co., LLP, Brown Adams Agbayani LLP in various capacities ranging from Senior Tax Manager to Staff Accountant.