Business Details
Trusted Accounting and Tax Services in Plano, TX
At Alex Tong & Associates, we have dedicated ourselves to providing comprehensive accounting and tax services tailored to meet the unique needs of individuals and businesses in Plano, Texas. With over 15 years of experience in the local area, our team of certified professionals brings a deep understanding of evolving tax laws and IRS procedures to every client interaction. We specialize in tax preparation, strategic planning, IRS audit representation, and QuickBooks support, ensuring our clients maximize deductions while maintaining compliance.Our commitment to personalized service and client education has earned us recognition, including the 2011 Super Service Award from Angie's List. We pride ourselves on responsive communication, secure digital tools, and a proactive approach to financial strategy, helping clients navigate complex tax challenges with confidence.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
QuickBooks Services
Personal Financial Planning
Highlights and features
- We offer 15+ years of local tax expertise with certified professionals
- Our team provides responsive service with personalized tax strategies
- Specialized staff handles complex IRS audits and QuickBooks solutions
- Recognized with the 2011 Super Service Award from Angie's List
- Secure client portal for safe document sharing and communication
Associations and certifications
- Texas Society of CPAs
- American Society of Tax Problem Solvers
Services
Tax Preparation
Our certified professionals deliver accurate, timely tax preparation for individuals and businesses. We leverage deep knowledge of current tax codes to ensure compliance while maximizing refunds. Electronic filing options guarantee fast processing and secure submission of all necessary documentation.
Tax Planning
Proactive tax planning services help clients minimize liabilities through year-round strategy development. We analyze financial situations to implement legal deductions, optimize investment structures, and prepare for future tax obligations with personalized approaches.
IRS Audit Representation
Professional IRS audit representation protects clients during tax examinations. Our team handles all communication, prepares necessary documentation, and advocates for favorable resolutions while minimizing additional tax assessments or penalties.
QuickBooks Services
Comprehensive QuickBooks support includes setup, training, and troubleshooting. Certified advisors provide tailored solutions for small businesses, ensuring accurate financial tracking and efficient accounting processes with ongoing technical assistance.
Personal Financial Planning
Custom financial planning services address long-term wealth goals through strategic tax considerations. We develop comprehensive plans covering retirement strategies, estate planning, and investment optimization while maintaining tax efficiency.
People
Alex Tong
CPA & Founder
With 15+ years of experience in Plano, Alex Tong provides expert tax solutions and financial planning. His approach combines technical expertise with personalized service to help clients navigate complex tax challenges and achieve long-term financial goals.
Michael Littlejohn
CPA & Adjunct Professor
Former IRS manager Michael Littlejohn brings unique insights to tax problem resolution. As both practitioner and educator, he combines real-world experience with academic expertise to develop effective strategies for individual and business tax challenges.
Delores Zamora
Senior Manager
Senior Manager Delores Zamora specializes in business tax solutions and QuickBooks implementation. With extensive experience in accounting systems and tax compliance, she ensures efficient processes and accurate financial reporting for business clients.
Vicky Thaur
CPA
CPA Vicky Thaur focuses on individual tax preparation and estate planning. Her attention to detail and comprehensive understanding of tax implications helps clients optimize personal financial strategies while maintaining compliance.
Carol Wu
CPA
Carol Wu provides specialized tax services for high-net-worth individuals and complex financial situations. Her expertise in tax-efficient wealth management strategies helps clients preserve assets and achieve long-term financial objectives.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including tax preparation, payroll processing, business formation, QuickBooks setup and training, and IRS problem resolution tailored to small business needs.
How can you help with IRS audit representation?
Our CPAs handle all IRS communication, prepare documentation, and advocate for clients during audits to minimize liabilities and ensure proper application of tax laws.
Do you offer QuickBooks support for business owners?
Yes, we provide QuickBooks setup, training, troubleshooting, and ongoing support with certified advisors available for technical questions and accounting guidance.
What sets your tax planning services apart?
Our proactive approach combines personalized strategies with deep tax code knowledge to minimize liabilities while aligning with long-term financial goals through continuous planning.
How do I schedule a tax consultation?
Contact us at (972) 423-8880 or through our website to schedule a consultation for tax planning, preparation, or problem resolution services with our certified professionals.
