Cecilia Wong

Certified Public Accountant
Practice Areas:

Real Estate & Partnership Entities
Professional Services
High Net Worth Individuals
Tax and Financial Advisory

cwong@calegariandmorris.com
(415) 955-0380
(415) 655-7180
DOWNLOAD VCARD

Cecilia has more than 20 years of experience in providing tax compliance and consulting services to private and public companies, high net worth individuals, and family groups. She specializes in serving clients across the financial services industry with emphasis on tax planning for domestic investment partnerships, private equity funds, venture capital companies and their investors.

Cecilia works closely with her clients to formulate tax strategies that provide maximum flexibility while minimizing the cost of operations. She also has extensive experience in accounting and, specifically, in advising clients on tax treatments in complex merger and acquisition transactions as well as entity structuring.

Cecilia started her career as an auditor before she specialized in tax. She earned her Bachelor of Arts in Economics from UCLA and continued her education with a Master in Taxation from Golden Gate University. Cecilia was a Tax Director at Grant Thornton prior to joining Calegari and Morris in 2018.

Meet more of the team

PARTNERS

Christine Willemsen

Certified Public Accountant, Partner
read more

Daniel A. McGee

Certified Public Accountant, Partner
read more

David Cuneo

Certified Public Accountant, Partner
read more

George Morris

Certified Public Accountant, Partner
read more

Gregoire Calegari

Partner
read more

Heidi Link

Certified Public Accountant, Partner
read more

Kathleen Burry

Certified Public Accountant, Partner
read more

Linda Anderson

Certified Public Accountant, Partner
read more

Lisa Dragos

Certified Public Accountant, Partner
read more

Monique Tiger

Certified Public Accountant, Partner
read more

Patty Trick

Certified Public Accountant, Partner
read more

Stephen R. Stanfel

Certified Public Accountant, Partner
read more
STAFF

Alyson Minagawa

Certified Public Accountant
read more

Andrea Baltzer

Certified Public Accountant
read more

Angela Pan

Certified Public Accountant
read more

Brenda Williams

Tax Accountant
read more

Cara Lee

Certified Public Accountant
read more

Connie Tiret

Certified Public Accountant, Executive Director
read more

David Herron

Certified Public Accountant
read more

Eric Hunter

Certified Public Accountant
read more

Evelyn Ko

Certified Public Accountant
read more

Helen Dahl

Certified Public Accountant
read more

Helen Hong

Certified Public Accountant
read more

Karissa Lilley

Certified Public Accountant
read more

Krista Rosen

Certified Public Accountant
read more

Lauryn Stanton

Certified Public Accountant
read more

Lorena Barrientos

Certified Public Accountant
read more

Majella McMahon-Gee

Executive Director
read more

Maya Dixon

Enrolled Agent
read more

Milli Garcia

Certified Public Accountant
read more

Oxana Olach

Certified Public Accountant
read more

Robert McEligot

Certified Public Accountant
read more

Sabrina Bravo Santos

Certified Public Accountant
read more

Sally McGourty

Certified Public Accountant
read more

Sheila Knorr

Enrolled Agent
read more

Tess Alfabeto

Certified Public Accountant
read more

Thuan Dang

Certified Public Accountant
read more

Togi Darmaa

Certified Public Accountant
read more

Virginia Tichenor

Certified Public Accountant
read more