Welcome

Thank you for visiting our website.

Established in 1991, Caplan & Wong CPAs, LLP is a San Mateo-based full-service accounting firm that specializes in a wide range of taxation, financial and business services.  We are committed to providing specialized and personalized service to each of our clients with professionalism, quality and integrity.

We provide income tax compliance and advisory services for individuals, business entities, fiduciaries, real estate transactions, multi-state and international tax issues.  One of our specialties is trust and estate taxation.

We pride ourselves in our dedication to excellence by continually investing our time and resources in professional continuing education, state-of-the-art computing technology, and our team of quality personnel.

Our firm highly values our relationships with clients.  We strive to understand each client’s specific financial needs and goals and tailor tax planning to your unique situations.  Much like a partnership, we believe our success is a result of your success.

We welcome any questions or comments you may have. Please feel free to contact us at any time.