About Us
A Modern Approach to a Traditional Industry
In our firm, we blend the age-old principles of accounting and tax regulations with cutting-edge technology. While many firms stick to old-fashioned methods, we’ve embraced a modern, technology-driven approach to make tax preparation and financial management as seamless and convenient as possible.
Our Commitment
At Wong CPA Advisory PLLC, our mission is simple: to provide personalized, expert tax and financial solutions that help our clients achieve peace of mind and financial success. We’re committed to delivering exceptional service with a focus on integrity, accuracy, and long-term relationships. Whether you’re an individual, a freelancer, or a business owner, we tailor our services to meet your unique needs.
How We’re Different
Modern Tools and Convenience
We understand that your time is valuable, and we aim to streamline your financial life with the help of these modern tools, making it easier than ever to stay on top of your taxes and bookkeeping.
Mobile App
Access your documents, track progress, and stay connected with us—anytime, anywhere. Our user-friendly mobile app gives you the flexibility to manage your taxes on the go.
Secure Client Portal
All your sensitive information is stored in a secure portal, allowing you to safely upload and download documents, review your tax returns, and communicate with us in real time.
Live Chat Support
Got a question? Our live chat feature allows you to reach out instantly and get answers without the need for long phone calls or email chains.
E-Signature and Paperless Filing
We offer paperless solutions to simplify your experience, from uploading documents to securely signing and submitting tax forms digitally.
Technology-Driven
In today’s fast-paced world, we leverage technology to streamline our accounting, tax, and advisory services. From secure e-signatures and electronic file transfers to cloud-based solutions, we ensure an efficient, end-to-end service experience.
Ease of Connectivity
Understanding that communication preferences vary, we prioritize making connections that suit you best. Whether it’s through email, text messages, or other digital platforms, our team is equipped to meet you where you’re most comfortable.
Transparency
Transparency is at the core of our operations. From clear explanations of our strategies to upfront pricing, we believe in maintaining an open dialogue. Our approach means you’re always informed about the work we do, the positions we take on your behalf, and the costs associated with our services.
Let’s Grow Together
At Wong CPA Advisory PLLC, we believe in long-term partnerships. We don’t just want to help you with your taxes today—we want to be your trusted advisor as you build your financial future. Whether you’re managing real estate investments, running a business, or navigating personal finances, we’re here to provide guidance and support every step of the way.
NEW YORK
Wong CPA Advisory, PLLC
10 Bond St. Suite 390
Great Neck, NY 11021