Aileen Wong

Aileen Wong



+1 (415) 781 2500

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Aileen has dedicated the last two decades to providing services for high-net-worth individuals and their family-owned and entrepreneurial businesses. Her vast experience extends to a variety of areas including technology, social media, life sciences, manufacturing and distribution, import/export, real estate and service-oriented industries such as architectural, engineering, law and consulting firms.

  • Manages and performs tax planning, consulting, research, and compliance projects for privately and publicly held corporations and start-ups 
  • Extensive experience with corporate acquisitions (stock and asset purchases), dispositions of subsidiary companies, international tax issues, and multi-state filings 
  • Deals with federal and state tax authorities with regards to income tax audit examinations 
  • Experienced in stock-based compensation including stock grants, Incentive Stock Options (ISO), Non-qualified Stock Options, Restricted Stock Grants, and Qualified Small Business Stock (QSBS) 
  • Previous experience working at a leasing corporation and family office 
  • American Institute of Certified Public Accountants (AICPA) 
  • California Society of Certified Public Accountants (CalCPA) 


San Francisco, CA


Bachelor of Science
San Francisco State University (San Francisco, California)