ABOUT US

AdobeStock_106836901.jpeg

From Humble Beginnings...

As an immigrant from Hong Kong, Mary Wong, EA, overcame language barriers, diligently working her way through college and eventually starting her own business.  Her heart's desire?  To invest in her local communities and help small businesses succeed through her accounting seminars. As incoming President of the board of directors of the Asian Youth Center Ms. Wong is helping to bring awareness of how AYC/Project NEO can help our children who face academic challenges.

humble beginnings.jpg

To Professional Success

Mary attended Cal Poly Pomona under the school of Business Administration and through a series of successful professional experiences ended up starting a successful accounting firm in 2007.

Comes True Purpose

Around the same time, Mary also had the opportunity to create a non-profit offering free tutoring to children in her local community. So 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 have 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.

comes true purpose.jpg

Expansion

In order to expand Project NEO's tutoring outreach to more local schools, Ms. Wong explored creative options.  Asian Youth Center reached out to Ms. Wong to create a partnership that merged resources to strengthen the tutoring program for children, a component Asian Youth Center was searching for.  On November 2016 the merger between the two organizations was finalized.

As difficult as it was for Ms. Wong to relinquish herself from Project NEO, she prioritized growing resources to help increase at-risk youth to become our leaders of tomorrow. Mergers in the non-profit world are rare but as Mary always says, "Where there's a will, there's a way."  

In addition to her non-profit organization, Ms. Wong has an accounting firm that has served the local communities for over 10 years.  As Exact Tax, Inc. has grown, so has their philanthropic outreach.  Last year they launched free seminars, helping attendees understand everything from navigating audits to filing taxes while waiting for a green card. 

Recognition

In 2014, Senator Ed Hernandez awarded Ms. Wong a Woman of the Year Award for her work with her non-profit, Project NEO. She was also the recipient of the 2014 Monterey Park Business Woman Award. Her leadership roles have included serving as Vice President of the board of directors of the Asian Youth Center, treasurer of the Alhambra Police Foundation and member of the East Los Angeles College Foundation President's Circle.

Overall, Mary Wong has dedicated most of her life to serving local communities through her accounting knowledge as well as her non-profit that helps academically challenged children.

recognition.jpg

Trusted Community Leader

Her outstanding leadership and tireless efforts in addressing the needs for tutoring children who are academically challenged and providing tax seminars for the community is one of the many reasons people and put their trust in her.

What we do

Exact Tax - Services - Large.jpg

About Exact Tax

You work really hard for your money. We work really hard on your behalf to make sure it stays in your pocket.

Think of Exact Tax, Inc. as a dedicated protector and defendant of your hard-earned profits. Our sole focus is to protect 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 unexpected 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. When it comes to complex issues where your livelihood is on the line, an experienced advisor who fights for you and your money can give you peace of mind.

No one should lose sleep – or money – because of tax problems. These problems are solvable. We know, we’ve seen them all. We have Certified Public Accountants (CPA’s) and Enrolled Agents (EA’s) on our team. Together, we work to find a solution that works for you.

Problem Solvers

Exact Tax, Inc. was established in 2007 to solve tax pain for individuals and small businesses. Each of our staff has extensive training and many years of expertise in their field. We carefully assess your specific situation to create exactly the best strategy to achieve the best outcome. We fight for every penny of your money as if it was our own.

problem solvers.jpg

Protector

Our commitment to you is to protect your money. We can be pretty fierce about that. Especially when faced with government entities that demand payments you don’t actually owe. Because it’s not just money. It’s peace of mind. And, very likely, your family’s well-being or the survivability of your business.

Defender

Hopefully, you will never experience really bad tax trouble. If you do, we’re here to defend and protect you. We have unlimited practice rights. We will represent you at an audit. We will intervene with EDD, DOE, and make effective calls on your behalf because we know the right people to reach. We will research precedents, and share insights to avoid costly mistakes.

Of course, keeping your financial records in order is the surest way to prevent such occurrences. We specialize in accounting, tax planning and preparation, payroll, bookkeeping, sales tax prep, new company registration, and cost segregation. As a business owner with Exact Tax on your team, you can stop worrying about tax compliance and deadlines, and concentrate on the joy of growing a successful company.

Protector.jpg

Accreditation

Our CPA's are licensed by the Board of Accountancy and are members of the American Institute of CPA's (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:

  • 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.