Howard Cheng CPA

Financial Advisor

Investment Advisor Representative

CA Insurance License 0E31536

Howard oversees the Wellspring tax service division. He has more than 25 years of experience in public accounting and working with corporations, partnerships and high-net-worth individuals in the San Francisco Bay Area. He specializes in serving the tax and business planning needs of closely held companies, partnerships and their shareholders or partners — including tax filing requirements, amended returns and carry back claims, sales, payroll, property tax return filings, IRS and state tax authority income tax audits.

Howard has the FINRA Series 7 (General Securities), Series 63 and 65 (Financial Advisor) securities registrations.

His practice is built on utilizing his knowledge and experience in multiple areas to help his clients achieve financial security through tax and financial planning. Howard is fluent in English, Cantonese, Mandarin and Shanghainese.