Stephanie Wong
Tax Manager
Department: Tax
Experience: Accounting since 2009
Education: BBA in Accounting and Finance, Master’s degrees in Accounting and Public Administration, and a certificate in Charitable Financial Planning from Texas Tech University
Stephanie came aboard at Modern Wealth via the acquisition of Wade Financial Advisory. She provides a comprehensive range of tax services, including payroll, bookkeeping, tax preparation, tax research, strategic tax planning, financial projections, and resolving tax notices. Her holistic approach helps clients receive thorough and support.
Stephanie is dedicated to helping clients achieve their goals and navigate through challenges. She is committed to providing exceptional service and positively impacting our clients. Additionally, she is an active member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of CPAs.
She began her professional journey by managing dental practices, then transitioned to a mid-sized CPA firm where she specialized in individual and business taxation. Following this, Stephanie joined a tax advisory firm in Dallas, where she refined her expertise in preparing tax returns and offering tax planning for dental and medical professionals. She also provided consulting services on business operations and practice sales in anticipation of retirement. After two years in this role, Stephanie joined Wade Financial Advisory in 2023.
Stephanie and her husband, Travis, enjoy traveling, exploring new cuisines, and spending time with family, friends, and their dog, Jack. She loves cooking and draws inspiration from her travels and cultural experiences. Stephanie is also a fan of Texas barbecue.
Faith and family are central to Stephanie’s life, shaping her values and actions. She also supports the local Volunteer Income Tax Assistance (VITA) program by securing grants and training volunteers in tax preparation and counseling to enhance financial literacy in West Texas.