Our predecessor firm, Leung, Wong & Associates, was originally founded in 1994. Our firm currently serves more than 500 business, estate, and individual relationships, the majority of which have been with us for over ten years.
Our partners have solid tax and accounting backgrounds, including experience from the “Big 4″ accounting firms and large publicly traded corporations. The members of our professional staff are tax accountants carefully recruited and developed with the goal of pursuing a long-term career at LLI. In addition, we have developed an extensive network of outside professionals such as attorneys, appraisers, pension consultants, and investment advisors. Together as a team, we strive to help our clients achieve their lifetime financial goals.
We handle annual income tax filings, quarterly estimated tax requirements, and year-end tax planning.
We assist in managing growth while minimizing tax obligations for a wide range of closely-held businesses and investment entities.
This is the fastest growing sector of our business as we solidify our reputation and working relations with estate tax attorneys throughout the Bay Area.
We provide complete tax compliance and consultation services to high net-worth individuals and their family members, trusts, and investment entities.
We provide consultation and compliance services in foreign income and foreign assets reporting.