About the Founder

Derick Wong, CPA

I am Derick Wong, CPA, the owner of three tax and accounting practices: 2 in San Francisco and 1 in Pacifica, CA. My tax and accounting firms are small businesses and I am a strong advocate for small business. Prior to transitioning to become a small business owner, I worked as an auditor with a focus on publicly listed/SEC companies.

Education is very important to me. In addition to my license as a CPA, I also have a masters degree in taxation, a masters degree in business administration (MBA) and my most recent achievement, a Ph.D in business Administration.

I specialize in corporations, partnerships, sole proprietorships and individual filers. Our services include tax preparation and consultation, audit review and compilation along with IRS representation and negotiation. When we say that we are full service, we mean it. We also do bookkeeping, payroll and business entity formation.

My clients are my primary focus. I believe that the more my clients understand their tax returns, the easier it is for them to make educated decisions about their financial future. Hosting seminars for my clients on timely topics is just one of the ways I assist in their tax and accounting education.

I am proud to be a California native. Raised and educated right here in the San Francisco bay area. My wife Jane and I, along with our two wonderful children Hayden and Hayley continue to call the bay area our home. After tax season we relax by traveling to Southern California for a visit with Mickey and Minnie Mouse at their home in Disneyland.

Ready to get started?
Schedule an appointment with us with the link below.