Business Details
10 Years
experience
Your Trusted Accounting & Tax Partner in Newport Beach
Lenny Yeh, Inc. CPA provides comprehensive accounting, tax, and advisory services tailored to businesses and individuals. With over two decades of experience in public and private sectors, our firm specializes in employee benefit plan audits, corporate tax compliance, and QuickBooks Online solutions. Our commitment to timely, accurate financial reporting stems from a foundation built at top-tier CPA firms, including KPMG and regional specialists. We prioritize client relationships through personalized support, ensuring businesses meet regulatory requirements while making informed financial decisions.Our expertise spans multi-state taxation, IRS audit representation, and cloud-based accounting systems, serving diverse industries from restaurants to high-tech firms. Backed by a peer-reviewed audit process and competitive fees, we deliver reliable, compliant financial services to clients across Newport Beach and beyond.
Services
Accounting
Tax Preparation
Employee Benefit Plan Audits
QuickBooks Online
Payroll Services
Tax Planning
IRS Audit Representation
Multi-state Taxation
Trust Tax Returns
Corporate Tax Returns
Details
- Year established: 2016
Highlights and features
- We offer over 20 years of experience in accounting and tax services.
- Our team has expertise in employee benefit plan audits for compliance.
- We provide timely filing and reporting to meet regulatory deadlines.
- Our firm utilizes cloud-based QuickBooks Online for real-time financial access.
- We combine Big 4 firm expertise with personalized client support.
Services
Accounting
We provide cloud-based QuickBooks Online accounting services for service-based businesses. Our team ensures accurate financial records, remote access to real-time data, and streamlined bookkeeping processes. Clients benefit from expert management of monthly banking transactions and reliable financial reporting tailored to industries like restaurants, real estate, and healthcare.
Tax Preparation
Our tax services cover individuals, corporations, trusts, and multi-state entities. We specialize in tax compliance, planning, and audit representation while keeping clients informed about changing tax laws. Services include entity structure optimization, tax minimization strategies, and IRS/FTB audit support for S Corps, C Corps, partnerships, and LLCs.
Employee Benefit Plan Audits
We conduct annual audits for defined contribution plans like 401(k)s and profit-sharing plans. Our DOL-compliant process ensures timely filing, regulatory compliance, and internal system guidance to avoid penalties. As a peer-reviewed firm, we offer competitive fees and expertise in meeting Department of Labor requirements for businesses with 100+ plan participants.
Payroll Services
Integrated payroll solutions using QuickBooks Online streamline employee compensation and tax reporting. We handle wage calculations, tax withholdings, and regulatory filings while ensuring compliance with federal and state labor laws. Clients receive accurate, timely payroll processing with seamless integration into their accounting systems.
IRS Audit Representation
Our team provides expert representation during IRS and FTB audits. We prepare documentation, communicate with tax authorities, and advocate for clients' interests throughout the audit process. Services include resolving discrepancies, negotiating settlements, and implementing compliance strategies to minimize future audit risks.
People
Lenny Yeh
Principal
Lenny Yeh, a licensed California CPA, has over 20 years of experience from KPMG, regional CPA firms, and private industry. He specializes in tax compliance, audits, and accounting for diverse businesses while supporting community initiatives like Irvine Novaquatics.
Questions
What accounting software do you use?
We specialize in QuickBooks Online, the #1 cloud accounting software for real-time financial management and remote access.
Do you handle IRS audit representation?
Yes, we provide comprehensive IRS and FTB audit support, including documentation preparation and tax authority communication.
What employee benefit plan audit services do you offer?
We audit 401(k), profit-sharing, and ESOP plans for businesses with 100+ participants, ensuring DOL compliance and timely filing.
How can I pay my invoice?
Payment options include Zelle, PayPal QR code, or credit card through our secure online portal.
What industries do you serve?
We work with restaurants, retail, startups, attorneys, physicians, realtors, and high-tech companies across Newport Beach and beyond.
