Yap Financial
FOUNDING YEAR
2024
NUMBER OF EMPLOYEES
2 - 5 employees
CREDENTIALS
MSCTA
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Yap Financial
Hi, I’m Diyan Yap, your go-to IRS Enrolled Agent and Main Street Certified Tax Advisor. I specialize in one-stop tax and business advisory solutions for service-based, closely held businesses and real estate investors.
With an Accounting background and a rich background in finance and tax, I’m here to help you navigate tax laws efficiently, ensuring you benefit from every possible deduction and credit while fully complying with current regulations.
Leveraging the latest technology, our comprehensive services include tax advisory, preparation, and bookkeeping—all tailored to your needs with flat-rate monthly pricing.
To meet compliance requirements and strategically position you for financial growth.
I invite you to a complimentary initial consultation to discuss how we can work together toward achieving your financial goals.
Contact me today to get started!
Let’s create a partnership centered on growth, strategic planning, and peace of mind.
With an Accounting background and a rich background in finance and tax, I’m here to help you navigate tax laws efficiently, ensuring you benefit from every possible deduction and credit while fully complying with current regulations.
Leveraging the latest technology, our comprehensive services include tax advisory, preparation, and bookkeeping—all tailored to your needs with flat-rate monthly pricing.
To meet compliance requirements and strategically position you for financial growth.
I invite you to a complimentary initial consultation to discuss how we can work together toward achieving your financial goals.
Contact me today to get started!
Let’s create a partnership centered on growth, strategic planning, and peace of mind.
Clients who would be a good fit
* Service-based small businesses: Annual revenue below $5 million
* Real estate business owners / investors:
Primary focus on owning and managing real estate properties
May include residential rentals, commercial properties, or land investments
* High-income W2 employees with real estate portfolios:
Individuals with substantial salaries from traditional employment
Also own and manage a portfolio of real estate investments on the side.
* Cryptocurrency investors or businesses:
Hold cryptocurrency as a significant part of their investment strategy or as a primary business.
* Real estate business owners / investors:
Primary focus on owning and managing real estate properties
May include residential rentals, commercial properties, or land investments
* High-income W2 employees with real estate portfolios:
Individuals with substantial salaries from traditional employment
Also own and manage a portfolio of real estate investments on the side.
* Cryptocurrency investors or businesses:
Hold cryptocurrency as a significant part of their investment strategy or as a primary business.
Clients who wouldNOTbe a good fit
Manufacturing and foods business
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
$500,000
Client Specialties
Preferred Industry
Client Type
Industries Yap Financial doesNOTserve
Services Offered
Service Pricing
One-Time Financial Planning Fee
$1,750
Monthly Retainer
$490
Project-Based Fee
$1,750 to $8,000
Monthly Fixed Fee
$500 to $3,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Industries Yap Financial doesNOTserve
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Professional Services
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
