Build your hill of beans in the most optimal and sustainable way
Plan for tomorrow - today!
Services we offer
1) Tax Preparation and Filing
2) Financial and Tax Planning
3) Risk Management
*We don't provide bookkeeping services, but we can work with different bookkeeping resources that already serve our clients, or we can provide several bookkeeping referrals.
About Us
We have over 30 years of experience in accounting, financial and tax services.
Sonya Wong has been a CPA for over 20 years helping small businesses manage and monitor their operations. At the beginning of her career, she gained valuable experience working for companies like Hilton Hotels, Walt Disney Studios and Aramark. She has leveraged this experience to help small businesses navigate tax laws and the ever-changing business landscape. When she is not busy helping her clients, she enjoys supporting and volunteering for various animal rescues and shelters
Ideal Clients
Small business owners who want to:
1) Incorporate best business practices in their industry
2) Embrace a proactive (vs. a reactive) approach to their business
3) Protect and grow their business
Contact Us
