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SAM WONG
TAX and ESTATE
ADVISORY INC.

Providing personalized tax and estate solutions tailored to meet the unique needs of individuals and businesses since 1989.

Our team of experienced professionals are committed to help navigate uncertainties that may arise in financial affairs.

Our Services

Our Services

We offer a comprehensive range of accounting and legacy plannning  services designed to increase financial literacy while achieving economic goals. 

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Accounting and Tax Compliance

・Personal T1 Tax Filing
・Corporate T2 Tax Filing
・Trust Tax Returns (T3)
・Non-resident Tax Filing

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Estate Planning and Trust Services

・Legacy Planning

・Trust Setup
・Cross-Generation Tax Planning

・Family Council and Governance

​・Foundation Setup

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Executor Support

・Executorship appoinment and advisory
・Filing T3 Trust Returns
・Handling CRA communication

・Passing of accounts

・Litigation Support 

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Business Advisory and Outsourced CFO

・Outsourced CFO Services
・Business Analysis

    and Performance Management

・Budgeting & Forecasting
・Cash-flow planning
・Corporate Restructuring
 

Our Vision

Sam Wong Tax and Estate Advisory was founded to help individuals, families, and business-owners meet their financial objectives. We take pride in going the extra mile so that our clients are able to understand each step of the taxation and estate procedure.

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"Estate planning is not only about how to distribute assets, but pertains to a deeper way to pass on love and legacy from one generation to the next. It represents both a new beginning and the continuity within each unique family."

-Sam Wong

Founder

Sam Wong, CPA, CA, TEP, CEA

Sam earned his Chartered Accountant designation in 1989. Over the years, he has worked closely with  business owners, families, and individuals, providing expertise in tax, legacy, and succession planning. With an engineering background, Sam posessed an analytical mindset and from his decades of work experience at corporation, he is also very structural and process driven.

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Testimonials

Sam takes pride in helping the younger generation succeed. Through multiple internships, Sam has always displayed both kindness and justice intrinsically, which has drastically changed the course of my work experience. Whether it's meetings and lunches with clients as an opportunity to ask informative questions, or taking the time to discuss a thorough plan in regards to my future goals and aspirations, Sam has always acted towards my best interests and never for personal profit.

Kantaro Horino

Contact us

Unit M-9, 601 West Broadway,
Vancouver BC V5Z 4C2​

604-731-1191

swong@swtea.ca

© 2025 by Sam Wong Tax and Estate Advisory Inc. All rights reserved.

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