Business Details
11 Years
experience
Trusted Accounting and Tax Services in Richmond, BC
Joanne Yh Liu provides professional accounting, taxation, and consulting services tailored to businesses and individuals. Founded in 2015 by Joanne Liu, a Chartered Professional Accountant with over two decades of experience in finance and accounting, the firm combines deep technical expertise with a commitment to personalized service. Joannes career spans roles in manufacturing, banking, and public accounting, including specialized work with non-resident Canadian real estate tax reporting and financial literacy initiatives. The firm emphasizes holistic financial solutions, integrating accounting with personal financial planning to address clients comprehensive needs.With a focus on community engagement, Joanne has served as Chair of the CPABC Burnaby/New Westminster Chapter and delivered financial education seminars in Mandarin to support new immigrants. The company prioritizes transparency, accuracy, and client education, offering services such as tax planning, payroll management, and estate administration while adhering to the highest professional standards.
Services
Accounting Services
Tax Preparation
Payroll Management
Estate Planning
Business Consulting
Details
- Year established: 2015
Highlights and features
- We offer 25+ years of combined accounting and financial planning expertise.
- Our team provides bilingual (English/Mandarin) financial literacy support for new immigrants.
- We specialize in cross-border tax compliance for non-resident real estate owners.
- Our personalized approach integrates accounting with holistic financial planning.
- We maintain active leadership roles in professional and community organizations.
Associations and certifications
- CPA
- CGA
- PFP
Services
Accounting Services
We provide comprehensive accounting solutions including compilation engagements, monthly/quarterly bookkeeping, and financial statement preparation. Our services ensure accurate financial reporting for businesses of all sizes while maintaining compliance with Canadian accounting standards. Our team specializes in integrating accounting software systems for streamlined operations.
Tax Preparation
Our tax services cover personal, corporate, and trust/estate returns with expertise in non-resident Canadian real estate tax reporting. We handle T1, T2, T3, T2062, and Section 216 filings while optimizing tax planning strategies to minimize liabilities. Our team also assists with GST/HST rebates and voluntary disclosure programs.
Payroll Management
We manage complete payroll processing including T4/T5 slips, ROEs, and government remittances for GST, PST, WCB, and source deductions. Our services ensure compliance with Canadian payroll regulations while providing customized reporting to simplify employer obligations and employee compensation tracking.
Estate Planning
Our estate planning services combine accounting expertise with personal financial planning to create tax-efficient wealth transfer strategies. We assist with trust establishment, probate processes, and administration of estates to ensure compliance with Canadian tax laws while protecting clients' legacies.
Business Consulting
We offer business registration, incorporation planning, and accounting system implementation for new ventures. Our consulting services include strategic financial planning, software training, and compliance guidance to support entrepreneurs through all stages of business development in British Columbia.
People
Joanne YH Liu
Principal, CPA, CGA, PFP
Chartered Professional Accountant with 25+ years of experience in finance and accounting. Former banking executive and financial literacy advocate, specializing in cross-border tax compliance and Mandarin-language financial education for new immigrants.
Questions
What accounting services do you offer?
We provide compilation engagements, bookkeeping, financial statements, and accounting software implementation for businesses of all sizes.
Do you handle cross-border tax compliance?
Yes, we specialize in non-resident Canadian real estate tax reporting including T2062, Section 216, and NR4 filings.
Can you assist with business startup services?
We offer business registration, incorporation planning, and accounting system setup for new ventures in British Columbia.
Do you provide payroll processing?
Yes, we handle complete payroll services including T4/T5 slips, ROEs, and government remittances for GST, PST, and WCB.
What estate planning services are available?
We create tax-efficient estate plans, establish trusts, and assist with probate processes and estate administration.
Are your services available in Mandarin?
Yes, we offer bilingual (English/Mandarin) financial literacy support and tax education for new immigrants.
