Wendy Sun CPA

Wendy Sun CPA

About

Founded in 1993, Wendy Sun CPA, located in Santa Clara, CA, is a seasoned accounting firm with over 30 years of public accounting experience. They offer a range of services, including estate planning, business accounting, tax preparation, and IRS audit representation. Wendy Sun CPA is a dedicated team of professionals committed to providing the highest quality tax and accounting services with a focus on personalized financial solutions and business strategies. Their extensive knowledge and integrity make them a trusted partner for individuals, small businesses, and non-profit organizations.


Highlights

32 years in business
Serves Santa Clara, CA

Social media


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
Business Tax Preparation
Individual Tax Preparation
Business Consulting