Zhao & Associate

Business Details

Expert Accounting & Tax Services in West Vancouver

Zhao & Associate is a dedicated accounting firm serving small business owners, professionals, and individuals seeking expert tax and financial guidance. Founded by Jane Zhao, CPA, CA, with over 15 years of experience in public accounting, the firm combines the rigor of global and national accounting firms with personalized service. Our focus is on building human connections, offering tailored tax planning strategies, and ensuring clients feel supported through every financial decision.

We specialize in corporate tax compliance, personal tax filings, payroll services, and cross-border tax matters, prioritizing transparency, responsiveness, and long-term client relationships. With a commitment to quality and a client-first philosophy, we aim to simplify complex financial processes while maximizing savings and compliance.

Services

Corporate Tax Filing Personal Tax Planning Payroll Services Cross-Border Tax Compliance Financial Statement Preparation

Highlights and features

We offer over 15 years of specialized expertise in tax compliance and planning.
Our team provides personalized service with a focus on human connections.
We guarantee timely responses and consistent communication from your primary accountant.
Our firm combines global accounting experience with local market understanding.
We prioritize transparency, ethical practices, and client education in all interactions.

Associations and certifications

CPA

What people say

Knowledgeable, efficient, thorough Genuinely cares about clients Quick response rate Highly recommend Professional and experienced

Website

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Services

Corporate Tax Filing

We provide comprehensive corporate tax filing services tailored to small businesses and professionals. Our approach ensures compliance with Canadian tax regulations while identifying opportunities for tax savings. Clients benefit from our expertise in navigating complex reporting requirements and cross-border tax implications.

Personal Tax Planning

Our personal tax planning services focus on optimizing individual returns for maximum savings and compliance. We specialize in assisting new immigrants, expatriates, and self-employed professionals with unique tax scenarios, ensuring clarity and strategic financial decisions.

Payroll Services

We manage payroll processing, T4/T5 slip preparation, and compliance reporting for businesses of all sizes. Our services ensure accurate and timely submission of payroll-related documents, reducing administrative burdens and minimizing compliance risks for employers.

Cross-Border Tax Compliance

We specialize in cross-border tax matters, including non-resident property transactions, rental income reporting, and dual-country tax obligations. Our expertise helps clients navigate complex international tax regulations while maintaining compliance in multiple jurisdictions.

Financial Statement Preparation

We prepare accurate financial statements and year-end reports that reflect your business's true financial health. Our services support informed decision-making, regulatory compliance, and effective communication with stakeholders or financial institutions.

People

Jane Zhao

Founder, CPA, CA

Jane Zhao, CPA, CA, founded Zhao & Associate after 15+ years at global and national accounting firms. She specializes in tax compliance and planning for small businesses and professionals, emphasizing personalized service and ethical practices.

Questions

What accounting services do you specialize in?

We specialize in corporate tax compliance, personal tax planning, payroll processing, cross-border tax matters, and financial statement preparation for small businesses and professionals.

How do you assist new immigrants with tax filings?

We help new immigrants navigate Canadian tax requirements, including foreign income reporting, T1135 filings, and optimizing tax status during their transition to residency.

Can you handle complex tax situations for self-employed professionals?

Yes, we specialize in tax planning for self-employed individuals, realtors, consultants, and professionals with professional corporations, ensuring compliance and strategic savings.

How do you communicate with remote clients?

We use secure digital platforms for document sharing and virtual meetings, ensuring seamless communication for clients located anywhere in Canada or internationally.

What sets your firm apart from larger accounting agencies?

Our firm offers personalized service with direct access to your primary accountant, combining big-firm expertise with tailored attention to each client's unique financial goals.

Reviews (4)

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Peter Shoecraft

Jan 11, 2021 Report

After emigrating from Canada in Sep 2019, I needed an accountant to handle the complexities of my final Canadian tax return (eg. departure tax). I also had identified some errors in several previous returns that I wanted to correct. After some online research, I contact Jane and it was the best decision I could have made. She listened to and quickly understood my circumstances, was patient with my frequent questions, and was accommodating of the timezone difference between us. She was very responsive and kept me informed throughout. If I was still living in Canada, I would be a customer for life

Harihara Puthiran Sundaramurthy

Aug 15, 2020 Report

I moved to Canada a couple of years back. I reached out to Jane requesting her to help with my accounting when a good friend of mine referred her. She is not a client of Jane, but her friends are. Lot of aspects need to align well between one and a professional consultant, viz., approach, trust, communication style, etc., before it could set for a long-term vendor-client relationship. With that, cautiously, Jane was open to help me :-), and she helped with my couple of projects. It has been great working with Jane, she is knowledgeable, detail oriented, collects as much relevant data as possible

Picture In Motion

Aug 05, 2019 Report

When I moved to BC, I didnt have many established contacts in the area. When I interviewed four professionals to consider contracting as a Chartered Professional Accountant (CPA) for my business, Jane became the selected candidate. I have gotten to know Jane well over the last few years and have found it a productive experience every time we are preparing a submission. She is reliable, personable and quick to identify problems and communicate solutions.
Jane works within a team oriented mindset. Her knowledge base supported with her ability to gain insight and understanding of client business

David McLeod

Jul 23, 2019 Report

After living in Hong Kong for 17 years, the financial transition was not easy to do when I came back to Canada. During my first year back, I had a very bad experience with another accounting firm who had a difficult time understanding my situation. However, Jane Zhao completely understood and analyzed my tax situation. She effectively found ways to get my complex situation back in order for my wife and I. Overall, her level of expertise and background are phenomenal. In addition, her friendly and professional service is coupled with a really quick response rate to questions and queries that I have