Yap Financial
Yap Financial
Hi, I’m Diyan Yap, an IRS Enrolled Agent and the Founder of Yap Financial.
I specialize in providing comprehensive tax and business advisory solutions tailored for service-based businesses and real estate investors.
With an accounting background and certification as a Main Street Tax Advisor, I focus on delivering practical, "street-smart" tax strategies designed for savvy entrepreneurs and real estate investors like you.
My goal is to help you navigate tax laws efficiently, ensuring you benefit from every possible deduction and credit while remaining in full compliance with current regulations.
I invite you to a complimentary consultation to explore how we can collaborate to achieve your financial goals.
Let’s work together to create a partnership centered on growth, strategic planning, and peace of mind. Contact me today to get started!
I specialize in providing comprehensive tax and business advisory solutions tailored for service-based businesses and real estate investors.
With an accounting background and certification as a Main Street Tax Advisor, I focus on delivering practical, "street-smart" tax strategies designed for savvy entrepreneurs and real estate investors like you.
My goal is to help you navigate tax laws efficiently, ensuring you benefit from every possible deduction and credit while remaining in full compliance with current regulations.
I invite you to a complimentary consultation to explore how we can collaborate to achieve your financial goals.
Let’s work together to create a partnership centered on growth, strategic planning, and peace of mind. Contact me today to get started!
Minimum Financial Requirements
Annual Income
Annual Revenue
No minimum required
Services Offered
Client Specialties
Service Pricing
One-Time Financial Planning Fee
$1,750
Monthly Retainer
$490
Hourly Rate
Preferred Industry
Client Type
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
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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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
