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Sectors

Accounting Firm

Caplan & Wong CPAs, LLP

San Mateo CPA firm providing tax compliance, planning and accounting for individuals, businesses and trusts

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TrustList summary

Caplan & Wong, CPAs LLP is a San Mateo, California accounting practice founded in 1991. It concentrates on tax work for individuals, companies and fiduciaries, and also offers wider accounting and business consulting.

What Caplan & Wong, CPAs LLP does

Income tax compliance: preparing returns for individuals, business entities and fiduciaries.
Tax advisory and planning: planning shaped around each client's finances and goals.
Trust and estate taxation: one of the firm's stated specialisms.
Complex tax matters: real estate transactions, multi-state filings and international tax issues.
Accounting and business consulting: financial and business services beyond tax returns.

Who it works with

The firm serves individuals, businesses, trusts and estates. Clients get a secure portal to store and retrieve their financial documents.

Key facts

Based in: San Mateo, California
Founded: 1991
Client tools: secure online document portal and a newsletter

Summary written by TrustList from the business's own published information, Sep 2026.

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What the business tells TrustList

Founded: 1991 (35 years) evidence sent

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