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You work really hard for your money. We work really hard on your behalf to make sure it stays in your pocket.

Think of Exact Tax, Inc. as a dedicated protector and defendant of your hard-earned profits. Our sole focus is to protect your financial health. We handle bookkeeping, payroll, tax planning and preparation, and new business formation. From start to finish, we provide expert insight and aggressively pursue all tax matters to achieve the best possible outcome for you or your business.

Taxes are serious business, as anyone knows who has been subject to an audit, or received an unexpected large bill from EDD. Even in the best of times, without professional help, navigating all the tax codes, rules, and agency regulations can be overwhelming. When it comes to complex issues where your livelihood is on the line, an experienced advisor who fights for you and your money can give you peace of mind.

“No one should lose sleep – or money – because of tax problems.”

No one should lose sleep – or money – because of tax problems. These problems are solvable. We know, we’ve seen them all. We have a former IRS agent on staff with 34 years of experience, as well as Certified Public Accountants (CPA’s) and Enrolled Agents (EA’s). Together, we work to find a solution that works for you.

PROBLEM SOLVERS

Exact Tax, Inc. was established in 2007 to solve tax pain for individuals and small businesses. Each of our staff has extensive training and many years of expertise in their field. We carefully assess your specific situation to create exactly the best strategy to achieve the best outcome. We fight for every penny of your money as if it was our own.

PROTECTOR

Our commitment to you is to protect your money. We can be pretty fierce about that. Especially when faced with government entities that demand payments you don’t actually owe. Because it’s not just money. It’s peace of mind. And, very likely, your family’s well-being or the survivability of your business.

DEFENDER

Hopefully, you will never experience really bad tax trouble. If you do, we’re here to defend and protect you. We have unlimited practice rights. We will represent you at an audit. We will intervene with EDD, DOE, and make effective calls on your behalf because we know the right people to reach. We will research precedents, and share insights to avoid costly mistakes.

Of course, keeping your financial records in order is the surest way to prevent such occurrences. We specialize in tax planning and preparation, payroll, bookkeeping, sales tax prep, new company registration, and cost segregration. As a business owner with Exact Tax on your team, you can stop worrying about tax compliance and deadlines, and concentrate on the joy of growing a successful company.

ACCREDITATIONS

Our tax preparers are licensed by the State of California and are supervised by the State Franchise Tax Board, Internal Revenue Service and the United States Treasury.

  • Authorized IRS e-File
  • Member of the National Association of Enrolled Agents (NAEA)
  • Member of the National Association of Tax Professionals (NATP)
  • Accredited by the Better Business Bureau: Start with Trust® (BBB) with an A+ Rating.

Of course, keeping your financial records in order is the surest way to prevent such occurrences. We specialize in tax planning and preparation, payroll, bookkeeping, sales tax prep, new company registration, and cost segregration. As a business owner with Exact Tax on your team, you can stop worrying about tax compliance and deadlines, and concentrate on the joy of growing a successful company.

SCHEDULE AN APPOINTMENT

Please call us soon to schedule an appointment. At Exact Tax, you can always expect a friendly warm welcome and a productive, enjoyable meeting to learn how we can help.

Mary Wong, Principal

 
   We Speak English, Cantonese and Mandarin.