Wendy Sun CPA Accounting Office

Accountant in Santa Clara, CA (show on map)

Wendy Sun CPA provides quality tax and accounting services with in-depth knowledge, extensive experience, and trustworthy integrity in Santa Clara, CA.

Call (408) 727-6454

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About

Wendy Sun CPA will strive to be a team of professionals offering the best quality tax and accounting services with in-depth knowledge, extensive experience, and trustworthy integrity. Wendy Sun has over 30 years of experience in public accounting and holds a Bachelor of Business Administration from University of Texas at Austin.

The firm provides services encompassing nearly every aspect of financial life including accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.

Over 30 years of public accounting experience

Personal service and expertise

Affordable rates

Experienced and friendly staff

Services

Tax Preparation

Professional tax preparation for individuals and businesses with friendly client service.

Individual tax returns Business tax returns Partnership returns Corporation returns

Tax Planning

Proactive tax planning to minimize tax liabilities throughout the year.

Estate Planning

Comprehensive estate planning services to help define goals and organize the planning process.

Living Wills and Trusts Lifetime Family Wealth Transfers Family partnerships Charitable giving Estate and trust tax problems

Small Business Accounting

Monthly or quarterly accounting services including bank reconciliation, income statements, balance sheets, and general ledger cleanup.

Bank reconciliation Income statement Balance sheet General ledger cleanup Unlimited consultations

QuickBooks Services

QuickBooks setup, training, and support for small to mid-sized business owners.

QuickBooks setup QuickBooks training QuickAnswers support Buy QuickBooks and save

IRS Audit Representation

Representation before the IRS for tax audits and problem resolution.

IRS audit representation Non-filed tax returns Back taxes owed Payroll tax problems

Credentials & Certifications

Certified Public Accountant (CPA)

Frequently Asked Questions

What services does Wendy Sun CPA offer? +

The firm offers tax preparation, tax planning, estate planning, small business accounting, QuickBooks services, IRS audit representation, cash flow management, and non-profit organization services.

How does the Small Business Accounting service work? +

Each month or quarter the firm performs bank reconciliation, generates income statements and balance sheets, cleans up the general ledger, and provides unlimited consultations.

What is the fee structure? +

The firm typically charges based on time spent on each project. Hourly rates range from $60 to $300 per hour depending on complexity and staff knowledge/experience.