Exact Tax Inc. » About Us

Simplifying Tax
For You and Your Business

Exact Tax Inc. is an accounting firm that helps individuals, businesses, and communities make sound financial and tax decisions. Talk to our tax experts.

Contact Us

Our Story

From Humble Beginnings.

As an immigrant from Hong Kong, Mary Wong, EA, has come a long way. In her journey to get where she is today, she faced many obstacles, including language barriers and an unfamiliar culture. But through hard work and dedication, Ms. Wong was able to complete college and eventually start her own business.
She has always had a heart for helping small businesses succeed as well as investing in her local communities with her extensive professional knowledge. Now, as the incumbent president of the board of directors of the Asian Youth Center, she is helping to raise awareness of how AYC/Project NEO can help our children who face academic challenges.

To Professional Success

Mary studied at Cal Poly Pomona’s School of Business Administration. Through a series of successful professional experiences, she started a successful accounting firm in 2007.

Aligning Her Life’s Passion To Her Professional Journey

In 2010, Ms. Wong founded Project NEO, a 501(c)3 non-profit organization that provides after-school tutoring and mentoring to at-risk youth in grades two through eight. During the academic year of 2015-2016, over 250 at-risk youth received individualized tutoring.

Over 200 young people were trained to provide tutoring services to youth in need of academic support. As part of its leadership development program, Project NEO initiated a Student Leaders Board, which consists of 12 bright individuals from local high schools and colleges.

Expansion

In order to expand the outreach of Project NEO, Ms. Wong explored creative options. Asian Youth Center approached Ms. Wong to form a partnership that would pool resources to strengthen the tutoring program for children, a component of what the Asian Youth Center was looking for. Non-profit mergers are uncommon, but Mary always says, “Where there’s a will, there’s a way.” Finally, the two organizations merged in November 2016.
In addition to her non-profit organization and accounting firm, Exact Tax Inc. has served the local communities for over ten years. They launched free seminars last year to help attendees understand everything from navigating audits to filing taxes while awaiting a green card.

Trusted Community Leader

Mary’s outstanding leadership and relentless efforts in addressing the need for tutoring academically challenged children and providing tax seminars for the community are two of the many reasons people put their trust in her.

Meet the Team

Mary Wong, EA

Principal

Nicole Williams, MBA

Account Director

Petti Cheng, CPA, MST

Ly Huynh, MST

Bookkeeping Lead

Annabel Deng

Bookkeeping Supervisor

Jerry Liang, EA

Tax Preparer

Deliang Lei, EA

Tax Preparer

Jany Ao, EA

Bookkeeping Analyst

Nathan Wong

Bookkeeper | Tax Preparer

Leisli Alvarado

Bookkeeping Specialist

Anna Chan

Payroll Supervisor

Shelley Chen, EA

Accounting Assistant | Tax Preparer

Elva Gutierrez

HR Supervisor | Executive Assistant

Yanet Huertas

Customer Service Representative

Ben Cao, EA

Tax Preparer | Accounting Assistant

Annie Tan

Bookkeeping Specialist

About Exact Tax

You work hard for your money. We work hard to make sure it stays in your pocket. Our sole focus is on protecting your financial health. We handle bookkeeping, payroll, tax planning and preparation, and new business formation. From start to finish, we provide expert insight and aggressively pursue all tax matters to achieve the best possible outcome for you or your business.

Taxes are serious business—as anyone knows who has been subject to an audit or received an unexpectedly large bill from EDD. Even in the best of times, without professional help navigating all the tax codes, rules, and agency regulations can be overwhelming.

No one should lose sleep or money because of tax problems. These problems are solvable, but you need a team that knows what they’re doing and has the experience necessary to fight for you when things get tough. We have Certified Public Accountants (CPAs) and Enrolled Agents (EAs) on our team, who together work to find a solution that works for you.

Accreditation

Our CPAs are licensed by the Board of Accountancy and members of the American Institute of CPAs (AICPA). Our Enrolled Agents (EA) are licensed by the Internal Revenue Service and can provide tax return services anywhere in the United States. Exact Tax, Inc’s Accreditation include:

  • Accredited by the Better Business Bureau (BBB)
  • Membership in the National Association of Tax Professionals (NATP)
  • Membership in the National Society of Accountants (NSA)
  • Accredited by the National Association of Enrolled Agents (NAEA)
Accreditation
Bookkeeping

Authorized IRS E-file

Member of the National Association of Enrolled Agents (NAEA).
Member of the National Association of Tax Professionals (NATP).
Accredited by the Better Business Bureau: Start with Trust® (BBB) with an A+ rating.

Entrust Your Individual & Business Tax Requirements to Our Expert Hands!

Get In Touch

Want to make tax-smart decisions for your individual and business assets? Get in touch with us.

"*" indicates required fields

Name*
Monterey Park

1024 East Garvey Avenue
Monterey Park, CA 91755
(626) 573-0788

Lincoln heights

2221 North Broadway
Los Angeles, CA 90031
(323) 226-1160

MPK Hours
Monday – Thursday, 9 am – 5:30 pm PST
Friday: 9 am – 1 pm PST

lh Hours

Monday – Thursday, 9 am – 5:30 pm PST
Friday: Closed

Email

info@exacttaxinc.com