Yi Shrestha is a member of the tax department. Specializing in tax planning for individuals, small business owners and high net worth individuals, Yi assists clients with estate and trust planning; often working directly with estate attorneys and trustees to maintain project deadlines. She prepares and reviews tax returns for individual, partnership, corporation, estate, trust, tax-exempt organizations, and foreign reporting. She has extensive experience providing quality tax services to a variety of clients across various industries and sectors, including manufacturing and real estate.
In addition to her tax planning and preparation, she serves as the Power of Attorney to handle clients’ tax notices, working with the IRS, the comptroller of Maryland and out of state tax authorities to resolve issues. She provides controller services to assist her clients with year-end closing. Yi is fluent in both Mandarin and Cantonese. She is a licensed CPA in the state of Maryland.