Melissa Fong CPA
Tax & Advisory Services

Why Choose Melissa Fong, CPA?

Trusted by clients for over 30 years with more than 100 five-star Yelp and Google Reviews.

 

A former auditor for KPMG Malaysia and a California CPA since 1993. When you work with my firm, you receive direct access to an experienced CPA who is committed to helping you minimize taxes, protect your wealth, and make confident financial decisions

 

📧 MelissaFongCPA@gmail.com
📞 (415) 424-0740

Services

Accounting

 Strategic tax planning and preparation for business owners, high-income individuals, and technology professionals, including RSUs, ISOs, NSOs, AMT, and other complex tax matters,

Business Structures

Choose the right business structure to minimize taxes and support your long-term goals. We assist with LLCs, S Corporations, C Corporations and Partnership, entity selection, formation, and ongoing tax planning.

Real Estate

Strategic tax planning for real estate investors, including cost segregation studies, 1031 exchanges, capital gains planning, Section 21 home sale exclusions, depreciation strategies, passive activity rules, multi-state taxations, and international real estate investments.

IRS Notices

Professional assistance with IRS notices, audits, appeals, penalty abatement, installment agreements, Offers in Compromise, and tax dispute resolution.

Specialities

Trust & Estate Taxation, Inheritance Planning, U.S. Expat Tax Services. Nonresident Taxation, Cross-Border Tax Planning, Forensic Accounting, Registered Domestic Partner (RDP) Tax Planning

Retirements Plans and Estate Planning

 Maximize retirement savings through Backdoor Roth IRAs, Roth conversions, SEP IRAs, Solo 401(k)s, Profit Sharing Plans, Cash Balance Plans, and tax-efficient withdrawal strategies.