Business Details
Trusted Accounting Services in Edmonton & Calgary
Liu & Associates is a professional accounting firm dedicated to providing comprehensive financial solutions for businesses and individuals across Alberta. With decades of combined experience, our team of chartered accountants and certified professionals specializes in corporate tax planning, personal tax returns, estate planning, and strategic financial management. We prioritize client-centric service, offering personalized strategies to optimize tax efficiency and long-term fiscal growth.Our commitment to continuous training ensures compliance with evolving tax laws while maintaining a reputation for accuracy, accessibility, and exceptional client support. Accredited by the Canadian Institute of Chartered Accountants, we serve clients in Edmonton, Calgary, and throughout Alberta with bilingual (English & Cantonese) expertise.
Services
Corporate Tax Planning
QuickBooks Training
Estate Tax Accounting
Small Business Accounting
Personal Tax Returns
Voluntary Disclosures
Business Succession Planning
Asset Protection Strategies
Financial Planning
Tax Appeals Representation
Highlights and features
- We offer 25+ years of experience in tax and accounting services.
- Our team provides personalized, client-focused financial strategies.
- We deliver after-hours support for urgent client needs.
- Bilingual services available in English and Cantonese.
- Certified professionals specializing in corporate and personal tax compliance.
Associations and certifications
- Canadian Institute of Chartered Accountants
What people say
Best accountant support
Great customer service
Professional and accurate
After-hours assistance
Bilingual expertise
Services
Corporate Tax Planning
Our corporate tax planning services help businesses minimize liabilities through strategic compliance and financial structuring. We specialize in navigating complex tax regulations, optimizing deductions, and ensuring long-term fiscal efficiency. Clients benefit from tailored advice aligned with industry-specific challenges and growth objectives.
Estate Tax Accounting
Estate tax accounting focuses on reducing tax burdens during asset transfers. We assist high-net-worth individuals with will planning, family trusts, and estate freezes to preserve wealth across generations. Our approach combines legal compliance with strategic financial safeguards.
QuickBooks Training
QuickBooks training equips businesses with digital financial management skills. We provide hands-on instruction for bookkeeping, payroll, and reporting systems. Clients gain confidence in managing financial data independently while maintaining CRA compliance.
Personal Tax Returns
Personal tax return services cater to complex financial situations, including rental properties and business ownership. We ensure accurate filings, maximize refunds, and address late submissions or audits. Clients receive proactive advice for annual tax efficiency.
Business Succession Planning
Business succession planning ensures smooth ownership transfers. We guide clients through leadership selection, tax-efficient transitions, and legacy preservation. Services include shareholder agreements and exit strategies for long-term organizational stability.
People
Patricia Cheung
Chartered Accountant
Patricia provides expert tax and accounting advice with over 15 years of experience. Known for her responsiveness and personalized approach, she specializes in corporate restructuring and small business planning.
Raymond
Certified Public Accountant
Raymond offers strategic financial guidance for businesses, focusing on tax compliance and growth optimization. He has supported clients across Alberta for over a decade with meticulous attention to detail.
Dwayne
Accounting Specialist
Dwayne specializes in bookkeeping systems and QuickBooks training. With eight years of experience, he helps businesses streamline financial processes and maintain accurate records.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, bookkeeping, QuickBooks training, and strategic advisory services tailored to small businesses in Alberta.
Can you help with late tax returns?
Yes, we assist with late filings, voluntary disclosures, and CRA penalty relief for both individuals and corporations.
Do you offer bilingual accounting support?
Yes, we provide services in English and Cantonese to accommodate diverse client needs.
How do I schedule a consultation?
Contact us via phone or email to arrange an initial consultation at our Edmonton office or virtually.
Are you accredited by professional accounting bodies?
Yes, we are members of the Canadian Institute of Chartered Accountants and CGA Alberta.
What areas do you serve?
We serve clients across Alberta, including Edmonton, Calgary, Red Deer, and St. Albert.
Reviews (2)
Tina P.
Aug 01, 2019
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I recently had my income taxes done by Liu & Associates. I contacted Patricia by email to arrange for an initial consult and she made an appointment right away and from the emails alone I got a good vibe. After leaving my initial consultation, I left with a great feeling my return will be done correctly and professionally and it was!!! Everyone is very friendly, their office is convenient to get to and may I say its a beautiful office. I am very pleased with their services and will definitely use them again and recommend them to my family and friends. Thank you to everyone who worked on my file
Andrew Forster
Dec 26, 2017
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Have been using Patricia, Raymond, Dwayne and their team for over 5 years both corporate and personal tax returns. Extremely knowledgeable for small business accounting, strategic planning, tax planning and more. If you're looking for reliable, small business accounting services and advice in Edmonton or Calgary, give them a call.
