Alexis H. Wong, CPA
Partner
“My favorite stage in a client relationship is when they understand they can trust me completely and open up to me about their whole tax picture so that I can provide the very best advice for them.”
As a tax Partner at Lindquist, von Husen & Joyce LLP, Alexis H. Wong oversees the tax compliance of over 200 nonprofit organizations. He has extensive knowledge in working with tax-exempt organizations and has been with the firm since 1994. He also works frequently in the tax planning and compliance of high net-worth individuals, closely held corporations, estates and trusts, retail/wholesale and service enterprises.
Alexis enjoys applying his knowledge to find ways his clients can benefit in their tax planning and compliance. He is in charge of the firm’s small business accounting department and also involved in international taxation. He works diligently to build trust with clients and develop highly communicative relationships that allow him to provide the best advice.
Clients stay with Alexis because he:
- Anticipates the needs of his clients and knows their businesses inside and out
- Does what it takes to the right and best answers for them
- Fosters long-term relationships built on trust
- Stays ahead of the learning curve on new tax laws nationally and internationally
In Alexis’s free time, he plays golf, basketball and tennis. He also enjoys skiing with his family. When the weather isn’t cooperating for sports, he can be found in his favorite chair, absorbing everything the History Channel has to offer.
Certification
State Board of Accountancy, State of California
Affiliations and Memberships
Alexis is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He is also a member of the Asian Business League of San Francisco.
Education
B.B.A., Accounting and Finance, University of Hawaii at Manoa, 1986
M.Acc, Master of Accountancy, University of Hawaii at Manoa, 1988
Contact Alex Wong at awong@lvhj.com or 415-905-5426.