Sam Wong Tax & Estate Advisory
Providing personalized tax and estate solutions tailored to meet the unique needs of individuals and businesses since 1989. Our team of experienced professionals are committed to help navigate any uncertainties that may arise with taxation or estate planning.
Our Vision
Sam Wong Tax and Estate Advisory was founded to help individuals, families, and business-owners meet their financial objectives. Creating positive long-lasting relationships solidified by mutual trust is our passion. We take pride in going the extra mile so that our clients are able to understand each step of the taxation and estate procedure.
Our Services
Sam Wong Tax and Estate Advisory offers a comprehensive range of accounting and estate services designed to increase financial literacy while achieving economic goals.
Personal, Corporate and Trust Income Tax
Minimize liabilities and maximize refunds through strategic tax planning and compliance with tax regulations.
Preparation of Financial Statements
Accurate reporting leads to clarity in reflecting the financial health of your business, ensuring transparency and informed decision-making in managing finances effectively.
Bookkeeping
Whether it's monthly, quarterly, or annually, maintaining accurate financial records is essential to the success of any business.
Executor Advisory
From understanding probate procedures to securing proper asset distribution and tax filing, we offer guidance on a range of topics for successful estate settlement.
Non-Resident Taxation
Filing taxes in a foreign country can be a complex process. Let us ease the stress by assisting in your non-resident taxation needs.
Tax Planning
We work closely to comprehend your financial objectives and find tax-saving options, including credits, deductions, and effective income and investment structuring.
"Estate planning is not only about how to distribute assets, but pertains to a deeper way to pass on love and legacy from one generation to the next. It represents both a new beginning and the continuity within each unique family."
-Sam Wong
Founder
Sam Wong, CPA, CA, TEP, CEA
Sam earned his Chartered Accounting designation in 1989. Over the years, he has worked closely with numerous business owners, families, and individuals, providing expertise in tax, legacy, and succession planning. With an engineering background, Sam has also held various positions at a Fortune 100 multinational oil company in Hong Kong and Chicago.
