Evelyn Wong

CPA

Director, Tax

Services: Private Client Services

Project name

Evelyn has over 15 years of public accounting and in-house experience and serves BPM’s real estate and high-net-worth clients with tax compliance, planning and structuring services.

Before BPM, Evelyn worked at investment management firms, where she assisted with tax compliance matters involving domestic and foreign funds, investment and real estate passthrough entities, high-net-worth individuals and treatment of financial instruments.

Evelyn’s background includes working on taxation of passthroughs and restructures involving onshore and offshore vehicles. She also has worked with private equity, venture capital, hedge fund and regulated investment company clients.

Evelyn Wong holds an active CPA license in California.

Interesting tidbit

Evelyn enjoys traveling, especially to Hawaii. When she’s not in the office, Evelyn is trying out new restaurants and watching professional sports to root for the Bay Area teams.

Certifications

Certified Public Accountant

Community

Member – American Institute of Certified Public Accountants (AICPA)

Education

BS/Business Administration – San Francisco State University

Recognition

Real estate gold badge

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