As an immigrant from Hong Kong, Mary Wong, EA, has overcome struggles such as 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 and as board member of Asian Youth Center help bring awareness of how AYC/Project NEO can help our children who face academic challenges.

Past Treasurer of the Alhambra Police Foundation

Petti Cheng, CPA brings more than 20 years in diverse tax, accounting, financial, and business consulting experiences to her role as a Certified Public Accountant.

Education, Professional Memberships & CPA Licenses

Petti is a member of American Institute of Certified Public Accountants and California Society of Certified Public Accountants. She is licensed as a Certified Public Accountant in California. She earned her Bachelor of Art in Business Economics/Accounting degree from University of California, Los Angeles.  She also obtained her Master degree in Business Taxation from University of Southern California.   

Client Focus

Petti is dedicated to helping clients achieve business success by helping them establish practical and sound tax and financial processes. Focused on services for small to medium sized businesses, she is committed to delivering tax and financial services that meet each client’s unique objectives.

Professional Profile

For small to medium-sized businesses, Petti has expertise in providing comprehensive accounting & tax services, including individual, corporate, partnership, limited liability company, and nonprofit income tax returns, handling IRS & state tax audits, and accounting compilations.

Nicole has over 10 years of operations and nonprofit experience. She received her Bachelor of Arts in Business Economics from University of California, Irvine and has lead and organized multiple teams while attending Johns Hopkins University, where she received her Master's of Business Administration and Financial Management certificate. She also project managed process implementation and change management efforts during her tenure at California Institute of Technology (Caltech).

Education

Ly earned a Bachelor of Science and Masters degree in Business Administration: Accounting from California State Polytechnic University, Pomona, CA

Experience

She’s held a variety of accounting and tax related positions with organizations such as Income Tax Assistant Volunteer (provided tax-filing services to low income families), Fashion City International Corp. and Choice Dental Center.

Each of these organizations allowed her to gain experience in general accounting, tax preparation and filing which developed her organizational and customer service skills.

Special Skills

Ly is highly proficient at QuickBooks, Windows, Access, Excel, PowerPoint and hold a VITA certificate.

She speaks four languages: English, Cantonese, Mandarin and Vietnamese.

Annabel has recently received her Quickbooks Online Certification and currently studying for the CPA exam.

What do you enjoy about your job?
Meeting new people and ending the day knowing I helped clients keep their expenses and financials in order so they can continue to succeed.

What is something most people don't know about you?
On my time off, I enjoy reading and keeping up to date with world events.  Never a dull moment.

What do you enjoy about your job?
I have been at Exact Tax for 5 years and never imagined that I would become an Enrolled Agent. I have sharpened my IT skills and enjoy helping problem solve and set up computer equipment when I am not assisting clients.

What is something most people don't know about you?
I love Apple products and become easily fixated on programming my laptop and reading up on new technology.

What do you enjoy about your job?
I love problem solving so when I can improve my clients lives by saving them money or winning abatements I feel a sense of accomplishment.  I also enjoy the people I work with and how we come together as a team each tax season.

What is something most people don't know about you?
I enjoy sports like Tennis, basketball and soccer.  I also enjoy working on my new home and watching the transformation.

Bachelor of Science in Management Science with minor in Accounting from the University of San Diego. Quickbooks Pro Certificate and Governmental Accounting Specialist Certificate. Fluent in Cantonese and Mandarin.

Passed part 2/3 exam towards her Enrolled Agent License

Nathan earned his Bachelors of Science in Business Administration: Finance, Real Estate, and Law with an Emphasis on Finance from California State Polytechnic University-Pomona.

What do you enjoy about your job?

Being able to learn and review the accounts I work on, so that I can work with my team to advise clients on how they should proceed in the coming time. Each account tells it’s own story and I am able to watch it unfold in front of me.

What do you enjoy about your job?
Providing great and efficient service to my clients.  I enjoy putting together photos for our website and social media.  Photoshop is like being a great painter.

What is something most people don't know about you?
I enjoy going on adventures with my family all around the world. I look forward to weekends and relaxing with family.