Our People
Catherine Wong

Catherine Wong

CPA
Partner, Tax
Location: Menlo Park |

Catherine has over 15 years of experience in public accounting. She started her career at one of the Big Four accounting firms and joined BPM in 2006. Catherine has experience in tax compliance and consulting for private clients with international issues, such as corporate executives living abroad, multinational families with closely-held businesses, and domestic and foreign trusts. She assists clients in the Streamlined Offshore Procedures compliance, represents clients before the IRS, and advises clients on expatriation tax matters. Catherine also assists clients with tax planning for U.S. real estate investments and individuals immigrating to or from the U.S.

Catherine Wong holds an active CPA license in Texas.

 

Quick facts

Certification

Certified Public Accountant — Texas State Board of Public Accountancy

Community
  • Member — California Society of CPAs (CalCPA)
  • Member — Society of Trust and Estate Practitioners
Education

B.A., Accounting—University of Texas, Austin
MPAcc, Taxation — University of Texas, Austin