We are a dynamic CPA firm based in Covina, CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. We provide outstanding service to our clients because of our dedication to professionalism, responsiveness and quality. James Wong (Jimmy) is an outstanding CPA who is always available (even after regular work hours) and very responsive to meet my business needs no matter how big or small they are.
Our core business and affiliate companies continue to expand exponentially and we are proud to retain Jimmy as our essential business partner for a very long time to come. I have known James for a long time and, from day one, he has shown professionalism and proficiency in accounting, tax, and advanced MS Excel skills. He tirelessly supports all of my affiliated companies throughout the years.
He is truly worthy of being my trusted business consultant.
Our core business and affiliate companies continue to expand exponentially and we are proud to retain Jimmy as our essential business partner for a very long time to come. I have known James for a long time and, from day one, he has shown professionalism and proficiency in accounting, tax, and advanced MS Excel skills. He tirelessly supports all of my affiliated companies throughout the years.
He is truly worthy of being my trusted business consultant.
Services
We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us.
The following pages should give you an idea of what we're all about.
We hope you enjoy them!
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
Read our company blog for interesting posts about our activities and thoughts on the latest financial news.
The following pages should give you an idea of what we're all about.
We hope you enjoy them!
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
Read our company blog for interesting posts about our activities and thoughts on the latest financial news.
Since 2013, our firm has been consistently providing outstanding service to our clients because, after all, we are a small business that truly understand the dynamic and challenges facing fellow small business owners who comprise the majority of our clients.
Bring in your ambition for success and we will stand ready by your side for each and every step of the way to reach your success.
We are proud of our proactive service model; we sound the alarm before the fire start erupting.
Throughout the year, we stay active and engage our valued clients, via consulting and tax planning sessions, so we can bring risks, issues and concerns up to the surface and have meaningful discussions over them.
Bring in your ambition for success and we will stand ready by your side for each and every step of the way to reach your success.
We are proud of our proactive service model; we sound the alarm before the fire start erupting.
Throughout the year, we stay active and engage our valued clients, via consulting and tax planning sessions, so we can bring risks, issues and concerns up to the surface and have meaningful discussions over them.
Our firm demands independence, integrity, objectivity, competence and due care from all of its personnel in the conduct of its engagements.
Our firm is structured to provide leadership in achieving high quality professional performance while maintaining the concept of individual responsibility.
Policies and procedures have been established providing assurance that professional engagements are properly planned and executed.
Decisions are based on the substance of issues, not on form.
Our policies and procedures designate partner(s) of the firm for consultation on significant ethical, technical and industry questions.
Our firm is structured to provide leadership in achieving high quality professional performance while maintaining the concept of individual responsibility.
Policies and procedures have been established providing assurance that professional engagements are properly planned and executed.
Decisions are based on the substance of issues, not on form.
Our policies and procedures designate partner(s) of the firm for consultation on significant ethical, technical and industry questions.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
Someone on your team, looking out for your loved one's best interest.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
With our elder care services, you get the help of a caring, honest and knowledgeable professional.
Someone on your team, looking out for your loved one's best interest.
Building and preserving your personal wealth requires specialized attention.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
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