Business Details
Trusted Accounting and Tax Planning Services for Professionals and Business Owners
Chun A K has dedicated its practice to serving business owners and professionals with a proactive, comprehensive, and integrated approach to tax, estate, and retirement planning. With over two decades of experience, including senior roles in banking and real estate across the U.S. and Canada, our founder Anne Chun combines deep technical expertise with a client-centric philosophy. We prioritize financial peace of mind by helping clients leverage accounting insights to grow their businesses while maintaining compliance. Our team collaborates with legal and financial advisors to align tax strategies with broader financial goals, such as debt reduction and retirement savings.Anne, a CPA and Certified Financial Planner, has co-authored a financial planning textbook and lectured extensively, bringing academic rigor to practical applications. Our services emphasize education, transparency, and responsiveness, ensuring clients understand complex issues in simple terms. Testimonials from long-term clients, including medical professionals and entrepreneurs, highlight our dedication, proactive problem-solving, and reliable service. We offer a complimentary half-hour consultation to tailor our expertise to your unique needs.
Services
Income Tax Planning
Financial Planning
Business Consultations
Estate Planning
Bookkeeping Services
Highlights and features
- We offer over 20 years of experience serving business owners and professionals.
- Our team provides responsive service with same-day communication.
- We specialize in proactive tax and estate planning, not just compliance.
- We explain complex financial issues in simple, accessible language.
- Our clients benefit from a network of trusted legal and medical professionals.
Associations and certifications
- Chartered Professional Accountants of Ontario
- Chartered Professional Accountants of British Columbia
- American Institute of Certified Public Accountants
- Society of Trust and Estate Practitioners
- Financial Planners Standards Council
What people say
Helpful and insightful advice
Dedicated and proactive accountant
Competitive edge in her field
Sensitive to business issues
Consistently reliable services
Services
Income Tax Planning
Our income tax planning services focus on minimizing tax liability through strategic compliance and proactive adjustments. We analyze financial goals, business structures, and regulatory changes to optimize returns. Clients benefit from tailored advice that aligns with long-term objectives like retirement savings and debt reduction.
Financial Planning
We provide comprehensive financial planning to help clients achieve stability and growth. Services include retirement strategies, investment guidance, and risk management. Our approach integrates tax and estate planning to ensure cohesive, future-ready solutions for individuals and businesses.
Business Consultations
Business consultations address growth, compliance, and operational efficiency. We assist with incorporation decisions, financial reporting, and strategic planning. Our expertise in cross-border transactions and small-to-medium enterprises ensures actionable insights tailored to evolving business needs.
Estate Planning
Estate planning services ensure seamless asset distribution while minimizing tax burdens. We collaborate with legal advisors to draft trusts, wills, and succession plans. Our focus on proactive strategies safeguards family wealth and aligns with clients' legacy goals.
Bookkeeping Services
Bookkeeping services maintain accurate financial records for corporations and self-employed individuals. We manage accounts payable/receivable, payroll, and financial statements. This foundational support enables informed decision-making and compliance with regulatory requirements.
People
Anne Chun
President
Anne Chun is a Chartered Professional Accountant with over 20 years of experience serving business owners and professionals. She co-authored 'Planning Your Financial Future' and lectures at universities and professional development courses. Her expertise spans tax planning, estate strategies, and financial advisory services.
Questions
What services do you offer for business owners?
We provide tax planning, financial advisory, bookkeeping, and estate planning tailored to business owners' needs.
Do you work with international clients?
Yes, we serve clients in Canada, the U.S., and globally through cross-border financial strategies.
How does your fee structure work?
We offer a complimentary consultation, followed by transparent quotes based on scope and complexity.
What sets you apart from other accountants?
Our proactive, integrated approach and focus on education ensure clients understand and benefit from strategic planning.
Can you assist with retirement planning?
Yes, we specialize in retirement strategies that align with tax optimization and long-term financial goals.
