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As independent fiduciaries, we are looking to be your true financial partner We listen, clarify goals and develop financial plans and investment strategies designed for long-term and sustained success
• Comprehensive Financial Planning We are more than just accounting services We are your legacy tax resource, providing solutions to your unique tax situation and the complexities of US tax codes and regulations
• Individual and Corporate Tax Returns • Bookkeeping and Payroll • Specializing in Cross-Border Tax Solutions for Japanese Nationals Early in life I understood that people’s problems most often come down to three things, health, relationships or money Of the three, I found that I could have the greatest influence, the most positive impact helping people with money From this, I focused my studies in Accounting, graduating from Baruch College in New York After graduation, I began my career working with Edward Hara of the offices of George Y Hara, eventually taking over the firm as Hara Yoshida Accounting
As an accountant in the offices of George Y Hara I found that clients needed so much more than just tax accounting services Clients often called our offices for financial advice or when times of financial uncertainty strike Of the types of financial planning, I found that being an independent, fee-only fiduciary was the way I could serve clients without conflicts of interest This is the spark that led to the founding of Yoshida Wealth Management, Inc
Why I operate as an independent fiduciary and tax accountant is simple I want to help people thrive
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