Yvonne Dai, CPA

Yvonne Dai, CPA

Principal

Yvonne is a CPA in California with nearly 15 years of experience providing tax planning, compliance, and consulting services to high-net-worth individuals and families.

She holds expertise in the following disciplines:

  • Tax and financial planning for high-net-worth individuals and multi-generational families with personal and business assets both inside and outside of the U.S.
  • Federal and multi-state tax compliance and planning for partnerships, corporations, limited liability companies, trusts, and private foundations
  • Business and accounting services
  • Equity compensation and stock option planning for entrepreneurs and senior executives
  • Foreign transactions and reporting for domestic clients
  • Client representations in IRS and Franchise Tax Board matters

Yvonne began her accounting career at Seiler in 2008. She is fluent in English and Mandarin.

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Professional Memberships

  • California Society of Certified Public Accountants

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Education / Certification

  • Master’s degree in Accounting, San Jose State University
  • Bachelor’s degree in Computer Science, Hunan University of Science and Technology
  • Certified Public Accountant, California

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