Holly Wong Agbayani

Holly Wong Agbayani

Partner, CPA · +1 (650) 857 1655 ext 225
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Holly Wong Agbayani is a partner in Baker Tilly’s Mountain View, California office.

Holly has more than 30 years of accounting experience and specializes in tax and estate planning for high-net-worth individuals. She is also highly experienced in providing clients with stock option planning, charitable remainder trust planning and compliance, and estate/fiduciary taxation services.

  • ­Option strategic planning
  • ­Marital dissolution planning
  • ­Fiduciary accounting
  • ­­American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Santa Clara Estate Planning Council
  • Society of Trust and Estate Practitioners (STEP) – Silicon Valley Chapter
  • Board Member and Treasurer, Foothill – DeAnza Foundation

Location

California

Education

Bachelor of Science in Commerce, emphasis in accounting
Santa Clara University (Santa Clara, California)

Expertise