Yu-Ting Wang, CPA, MST

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Meet Yu-Ting

With 20 years of experiences in public accounting, Yu-Ting Wang serves and advises a variety of clients, from privately-held business to high net worth individuals. She specializes in start-up advisory, business succession planning and international tax planning and advisory. She work closely with financial advisors and estate planning attorneys to advise on family wealth transfer and general income tax planning.

She received her bachelor’s degree from Soo Chow University in Taipei, Taiwan and her Master of Science in Accountancy and Master of Science in Taxation from San Jose State University.

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Professional History


  • California Society of Certified Public Accountants
  • American Institute of Certified Public Accountants


  • San Jose State University
  • Soo Chow University


  • Berger Lewis Accountancy Corporation


Q. Make a prediction, describe your vision of the business future.
More closely held businesses are going to start being transferred to the second and third generation owners. Gen X and Millennial clients work differently than their parents did. We’re going to see more cross-border transactions as our world gets more global and a reliance on technology to get things done more efficiently. I see people working less hours and making more money as technology increases our productivity.
Q. What is the toughest decision you have ever made?
Leaving my job in Taiwan to try to make it in the United States. I had a great job with lots of security working for my father, but I wanted to try to make it on my own. It was a hard decision, but ultimately worth it.
Q. Describe your work style.
I like to get to know a client when I first meet them. I want to meet them in person and really get a sense of what they want to accomplish. Making connections is important to me and having great connections with clients is one of the most important keys to success in our profession.
Q. What’s your proudest moment?
Watching my son overcome dyslexia. Watching him work so hard at it to the point where he can read and do math independently and without frustration is a huge proud mom moment. Seeing him be confident and self-assured in his capabilities means the world to me.
Q. Who is (or was) the most influential person in your life
My father. I learned my work style from watching the way he works. He works in the construction industry and makes an effort to bring teams together to collaborate, rather than demanding that things be done his way. He makes sure to always involve all the stakeholders and hear out their thoughts. I think his collaborative work style is what taught me how to work with my colleagues and clients. 
Q. If you could pass on a nugget of wisdom to aspiring accountants or consultants, what would that be?
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Yu-Ting's Thought Leadership
‘Hodlers’ Get a Break: IRS Updates Virtual Currency Transactions Guidance
The update clarifies how to answer a key cryptocurrency question on the 2020 Form 1040.

March 12, 2021