Tax-Clear & Future-Ready
Tax Planning • Retirement Planning • Financial Coaching
Without Understanding and Planning, You May Be Paying More Tax Than Necessary
You may find yourself:
Getting hit with surprise tax bills and penalties when tax obligations aren’t clear throughout the year
Paying more tax than necessary because of missed tax-saving opportunities and less tax-efficient decisions
Making important decisions without understanding the financial impact — from changes in income and business structure to retirement and legacy planning
Losing visibility into your finances because there’s no easy, sustainable way to track cash flow and spending
Tax clarity and the right strategy can save you time, money, and peace of mind.
How I can help
Tax Planning
Foundation – Establish the right tax and financial foundation for your current situation and goals
Tax Clarity – Understand where you stand, plan for estimated taxes, and identify tax-saving opportunities
Retirement Planning – Use financial and tax projections to compare scenarios and make better retirement planning decisions
Financial Coaching & Systems
Financial Coaching – Stay on top of your finances and taxes with ongoing guidance and practical support
QuickBooks Setup – Build an organized and tax-ready bookkeeping system tailored to your business
Tax preparation is available as a separate service to clients who have used any of the services above.
Meet Sue Yuan
I help individuals and small business owners become tax-clear and future-ready through a holistic approach to tax planning and financial decision-making.
Earlier in my career, I worked as an actuarial analyst. I wanted to work more directly with people, bringing my analytical skills into a more personal setting. Today, I help clients understand their financial situation and make informed decisions based on what matters most to them.
As an Enrolled Agent (EA), I am a federally licensed tax professional authorized to represent taxpayers before the IRS. I am also a QuickBooks Certified ProAdvisor.
My background in statistics and philosophy at Mount Holyoke College shapes how I work—analyzing the numbers, weighing priorities and trade-offs, and finding practical solutions. My goal is to help clients see clearly, plan wisely, and be ready for a future with greater security and freedom.
Book a Consultation
If you’re looking for more clarity around your taxes and finances, let’s talk about how I can help. We can start with a
free 15-minute consultation.
This conversation allows us to briefly discuss your situation and see whether my service would be a good fit.
Client Reviews
“After over 45 years of being in the workforce and approaching retirement, I cannot express enough about how valuable working with Holistic Financial proved to be... Sue put together a comprehensive and thorough Tax Strategy and Plan to be implemented during our retirement years.”
— Retirement Planning
“She analyzed my tax returns from the last couple years to help me with a strategy that will work best for my situation, both business and personal. I highly recommend working with Sue!”
— Tax Clarity
“Sue has been a huge help in getting me more in control of my finances... She is knowledgeable, easy to work with, and great at helping with financial organization, tax planning, and finding opportunities to save money.”
— Small Business Financial Coaching