Charles Wong Managing Partner - CPA - PFS - WongHolland LLP
Certified Public Accountants and Registered Investment Adviser (Synergy Financial Strategies, LLC - SFS). Full service platform specializing in taxation, Financial Services and Trust Administration.
(818)999-5273 (818)999-5274 Fax
4919 Topanga Canyon Blvd Woodland Hills, CA 91364-3113 -
MAP
Our CPA practice is geared toward income, estate/gift, and fiduciary tax planning and preparation. Through "SFS" we provide Clients, CPAs, Business Mgrs.,and Attorneys with a "family office" financial services solution.
We provide accounting services, tax planning and preparation. We also serve as trustees. In addition we offer financial planning, investment management, risk management (insurance), and estate planning services.
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Financial Services are offered through our affiliated entity, Synergy Financial Strategies, LLC. Located in Woodland Hills, CA.
