Business Details
Trusted Accounting and Tax Services in Los Altos, CA
At Angela H. Wong, CPA, we provide certified public accounting services tailored to meet the unique needs of business and individual clients in Silicon Valley and the Bay Area. With over twenty years of combined tax experience in government and public accounting, including nearly a decade as an IRS agent conducting tax audits, our expertise stems from firsthand knowledge of tax law application and enforcement. We specialize in strategic tax planning, QuickBooks accounting support, and business formation services, emphasizing proactive education to help clients legally optimize their tax positions. Our approach prioritizes customized solutions over one-size-fits-all methodologies, ensuring services align with each client's specific financial goals. As a San Jose State University alumna with cum laude honors and a member of the California Society of Certified Public Accountants, we combine academic excellence with practical experience to deliver actionable insights.Our track record includes successfully challenging IRS assessments and uncovering overlooked deductions that have generated substantial refunds for clients. We focus on long-term tax optimization strategies, including entity selection and quarterly planning, to maximize annual savings. Our commitment to client empowerment extends to QuickBooks training and support, enabling business owners to maintain effective in-house financial management. Through personalized consultations and a half-hour free advisory session, we strive to demystify complex tax matters while maintaining the highest professional standards.
Services
Tax Services
QuickBooks Support
Incorporation Services
Tax Planning
IRS Representation
Highlights and features
- 20+ years of combined IRS and public accounting experience
- Proven success challenging IRS audit assessments
- Customized tax optimization strategies for unique client needs
- Certified QuickBooks Pro Advisor with implementation expertise
- Free 30-minute tax strategy consultation available
Associations and certifications
- Certified Public Accountant (CPA)
- California Society of Certified Public Accountants
What people say
Saved us a great deal of money
Most detail-oriented and knowledgeable CPA
Highly recommend
Overwhelming convincing analysis
Tax savings down the road
Services
Tax Services
Our comprehensive tax services include strategic planning, return preparation, and audit representation for individuals and businesses. We specialize in entity selection, quarterly tax planning, and uncovering overlooked deductions. With IRS enforcement experience, we help clients optimize tax positions while maintaining full compliance with evolving regulations.
QuickBooks Support
As Certified QuickBooks Pro Advisors, we provide setup, training, and ongoing support for small businesses. Our services include customized software configuration, technical troubleshooting, and monthly accounting oversight. We empower clients to manage in-house bookkeeping while ensuring accurate financial tracking and reporting capabilities.
Incorporation Services
We guide clients through business formation with strategic entity selection and tax optimization planning. Services include capital funding analysis, accounting system setup, and ongoing compliance guidance. Our two-step approach combines optimal business structure selection with quarterly tax planning to maximize annual savings opportunities.
People
Wong, Angela, CPA
Certified Public Accountant
CPA with 20+ years of tax experience including IRS audit work and public accounting. Specializes in tax optimization strategies, QuickBooks implementation, and business formation. San Jose State University cum laude graduate and California CPA Society member.
Questions
What tax services do you specialize in?
We provide comprehensive tax planning, return preparation, IRS audit representation, entity selection, and quarterly tax optimization strategies for individuals and businesses.
Do you offer QuickBooks support for small businesses?
Yes, as Certified QuickBooks Pro Advisors we offer setup, training, troubleshooting, and ongoing accounting support tailored to small business needs.
How can you help with business formation?
We guide clients through entity selection, capital funding analysis, accounting system setup, and tax optimization planning to maximize long-term savings.
What areas do you serve?
We serve Silicon Valley and Bay Area communities including San Jose, Palo Alto, Mountain View, Cupertino, and Los Altos, CA.
Do you offer free consultations?
Yes, we provide a complimentary 30-minute consultation to discuss tax optimization strategies and business formation options.
What makes your CPA services different?
Our unique combination of IRS audit experience, proactive tax planning approach, and personalized service creates measurable savings for clients.
