Our Services

Your trusted partner in business finance.

Our predecessor firm, Leung, Wong & Associates, was originally founded in 1994. Our firm currently serves more than 400 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.

INDIVIDUAL CLIENTS

We handle annual income tax filings, quarterly estimated tax requirements, and year-end tax planning.

BUSINESS CLIENTS

We assist in managing growth while minimizing tax obligations for a wide range of closely-held businesses and investment entities.

TRUSTS & ESTATES

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.

HIGH NET-WORTH FAMILY CLIENTS

We provide complete tax compliance and consultation services to high net-worth individuals and their family members, trusts, and investment entities.

FOREIGN INCOME & ASSET REPORTING

We provide consultation and compliance services in foreign income and foreign assets reporting.

OTHER SERVICES
  • Tax audit representation
  • Payroll services and miscellaneous sales and local tax filings
  • Accounting and bookkeeping services
  • Personal bill pay services
  • Special projects
Client Resources

Online Resources

Here are a few online resources to assist you in your financial planning.

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REFUND TRACKER

Tracking your tax refund is easy with the right tool.

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TAX LINKS

Online resources to find tax forms and online tax payment.

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CALCULATORS

Helpful calculators for financial planning.

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NEWSLETTERS

See tax highlights and the latest tax developments.

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