Business Details
10 Years
experience
Trusted Accounting, Tax, and Audit Services in Newport Beach
Lenny Yeh, Inc. CPA provides comprehensive accounting, tax, and advisory services tailored to diverse business sectors. With over two decades of experience in public and private industries, our team specializes in employee benefit plan audits, corporate tax compliance, and cloud-based accounting solutions. Our commitment to timely, accurate financial reporting ensures clients can focus on strategic decision-making. Backed by expertise from top-tier firms like KPMG and Stonefield Josephson, we deliver personalized support for individuals, corporations, and trusts.Our proficiency in QuickBooks Online streamlines bookkeeping and payroll services, while our tax planning expertise navigates complex multi-state regulations. As a peer-reviewed firm, we maintain rigorous quality standards, evidenced by successful Department of Labor audit engagements. Our dedication to client success is reflected in long-standing relationships built on trust, transparency, and industry-specific insights.
Services
Accounting
Tax Preparation
Employee Benefit Plan Audits
Payroll Services
Tax Planning
Details
- Year established: 2016
Highlights and features
- 20+ years of experience from top-tier CPA firms
- Specialized expertise in employee benefit plan audits
- QuickBooks Online certified accounting solutions
- Proven compliance with DOL audit requirements
- Peer-reviewed firm with competitive audit fees
Services
Accounting
Our QuickBooks Online accounting services streamline financial management for service-based businesses. We handle monthly transaction uploads, cloud-based bookkeeping, and real-time financial reporting to ensure accurate, accessible records. Clients gain actionable insights for informed decision-making while focusing on core business operations.
Tax Preparation
We provide comprehensive tax compliance solutions for individuals, corporations, and trusts. Our expertise covers multi-state taxation, entity structuring, and IRS audit representation. Timely updates on evolving tax laws ensure optimal compliance while minimizing liabilities through strategic planning and professional advisory services.
Employee Benefit Plan Audits
Specialized audits for 401(k), profit-sharing, and ESOP plans ensure DOL compliance. Our services include audit report preparation, regulatory updates, and internal compliance systems implementation. Competitive fees and efficient processes reduce administrative burdens while maintaining audit readiness for companies with 100+ participants.
Payroll Services
Integrated QuickBooks Online payroll solutions simplify employee compensation tracking. We manage tax withholdings, wage reporting, and compliance documentation to ensure accurate, timely payments. Cloud-based access provides real-time payroll data visibility while reducing administrative overhead for business owners.
Tax Planning
Proactive tax planning services optimize financial outcomes through entity selection and liability minimization strategies. We analyze business structures, investment portfolios, and estate plans to implement tax-efficient solutions. Ongoing advisory support adapts to regulatory changes, maximizing long-term financial benefits for corporations and high-net-worth individuals.
People
Lenny Yeh
Principal
Licensed California CPA with 20+ years at major firms including KPMG and Stonefield Josephson. Expertise in employee benefit plan audits, corporate tax compliance, and accounting for high-tech companies. Holds MBA from UC Irvine and BA in Economics from UC Berkeley.
Questions
What accounting software do you use?
We specialize in QuickBooks Online, the leading cloud accounting platform for service-based businesses.
Do you handle multi-state tax compliance?
Yes, our tax services include multi-state taxation planning and compliance for corporations and individuals.
Are you qualified for employee benefit plan audits?
Yes, we're a peer-reviewed firm specializing in DOL-compliant retirement plan audits for 100+ participant plans.
What tax entities do you support?
We prepare returns for individuals, S Corps, C Corps, partnerships, LLCs, trusts, and estates.
How do you ensure audit readiness?
We implement internal compliance systems and maintain successful DOL audit engagement history since 2016.
