Whether you are a professional, such as a company executive, attorney, doctor, or a homeowner, you have gone a long way to reach your current financial success. We can do a lot for you if you are at a point where you need professional assistance to take the work out of wealth accumulation and the day-to-day activities that comprise it.
At Angela H. Wong, CPA, a Silicon Valley CPA firm, assisting clients in accumulating and preserving wealth is our top priority. Whether your concerns are minimizing taxes, maximizing returns on investment, planning your estate to be transferred to your intended heirs, tax planning for employee stock options or other significant transactions, you can rely on us for assistance and service customized to your needs.
Our approach to assisting individual clients is promoting awareness and education regarding tax laws, so clients can benefit by applicable tax law provisions to minimize their taxes. We also serve as our clients’ resources when they need other trusted professionals in estate planning, financial planning, debt management, insurance, and law, etc.