Caplan & Wong CPAs, LLP
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San Mateo, CA
About
Caplan & Wong CPAs, LLP, founded in 2017, is a reputable full-service accounting firm based in San Mateo, CA, and serving surrounding areas. They specialize in a wide array of taxation, financial, and business services, including income tax preparation and planning for individuals, business entities, fiduciaries, real estate transactions, and international tax issues. The firm prides itself on providing specialized and personalized services with professionalism, quality, and integrity. With an experienced team led by Robert Caplan, they are recognized by the American Institute of Certified Public Accountants.
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting