Wong Timothy CPA

Turning Vision Into Value

Tax preparation service in Los Altos, CA (show on map)

Timothy Wong, CPA is a professional accounting firm in Los Altos, CA offering tax and accounting services for individuals and businesses.

Call (650) 254-1739

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About

Timothy Wong, CPA offers comprehensive accounting and tax services for individuals and small to medium-sized businesses. Services include personal financial planning, retirement planning, estate planning, small business accounting, bookkeeping, payroll, audits/reviews/compilations, forensic accounting, business valuation, succession planning, new business formation, non-profit organizations, litigation support, tax preparation and planning, IRS audit representation, and QuickBooks setup and training.

Licensed in California with specialization in Accounting

Professional, experienced, and affordable services

Broad range of services for business owners, executives, and independent professionals

Close personal and professional attention to each client

Responsive and quality-focused approach

Services

Personal Financial Planning

One-on-one guidance and comprehensive financial planning to help manage risk and ensure wealth growth.

Risk management Investment strategy Retirement planning

Retirement Planning

Comprehensive retirement planning services including Social Security optimization.

Retirement income planning Social Security optimization

Estate Planning

Estate planning services to help preserve and distribute wealth.

Estate documentation Wealth transfer

Small Business Accounting

Monthly bookkeeping including bank reconciliation, income statements, balance sheets, and general ledger cleanup.

Bank reconciliation Income statement Balance sheet General ledger

Payroll Services

Complete payroll solutions for businesses of all sizes.

Payroll processing Tax filing Direct deposit

Tax Preparation

Individual and business tax preparation services.

Individual tax Business tax Tax planning

Credentials & Certifications

CPA (Certified Public Accountant)

Frequently Asked Questions

What is the firm's approach to service? +

Our firm provides outstanding service to our clients because of our dedication to three underlying principles: professionalism, responsiveness, and quality. We believe our high standards, service, and specialized staff make a difference and are dedicated to ensuring every client receives personal attention.

How can I contact Timothy Wong, CPA? +

Timothy Wong, CPA is located at 4966 El Camino Real, Ste 108, Los Altos, CA 94022. Phone: (650) 254-1739. Email: [email protected].

What industries do you serve? +

We serve clients in Construction, Dentistry, Healthcare, Hospitality, Law Firms, Manufacturers, and Real Estate industries.