Business Details
16 Years
experience
Your Trusted Accounting & Tax Services in Richmond, BC
KATHERINE SUN CPA has been dedicated to empowering individuals and businesses in the Greater Vancouver region since 2010. Our firm specializes in accounting, tax planning, and advisory services, combining technical expertise with personalized care to deliver actionable financial insights. We go beyond traditional accounting by analyzing numbers to create forward-looking strategies that address unique client challenges. With a focus on small businesses, entrepreneurs, and non-profit organizations, we leverage decades of combined experience to optimize financial outcomes. Our team of certified professionals, including CPAs and Certified Financial Planners, prioritizes integrity, confidentiality, and innovation in every client interaction.We serve both long-time residents and new immigrants, offering tailored solutions that reflect local market dynamics and international perspectives. By integrating technology and on-site business understanding, we ensure efficient, value-driven service delivery. Our commitment to excellence is demonstrated through meticulous attention to detail and a dedication to helping clients achieve sustainable success. We pride ourselves on building long-term relationships grounded in trust, transparency, and measurable results. Whether you need tax compliance, estate planning, or business advisory services, our approach remains consistent: your success is our success.
Services
Accounting
Taxation
Advisory
Bookkeeping
Estate Planning
Details
- Year established: 2010
Highlights and features
- We have over 10 years of experience in Canadian tax and accounting services.
- Our team includes Certified Financial Planners with international expertise.
- We provide personalized tax strategies tailored to individual client needs.
- Our CPA-certified professionals offer 100% confidentiality for all client information.
- We specialize in serving both local residents and new Canadian immigrants.
Associations and certifications
- Chartered Professional Accountants of Canada (CPA Canada)
- Chartered Professional Accountants of British Columbia (CPA BC)
- FP Canada
Services
Accounting
We provide comprehensive accounting services for owner-managed businesses and public companies in Canada. Our experienced professionals deliver accurate financial statements and reporting tailored to your business needs. With personalized care and expert analysis, we help elevate your company's financial presentation to exceed expectations and support strategic decision-making.
Taxation
Our Canadian tax planning and compliance services offer innovative strategies for individuals and corporations. We develop practical solutions to minimize tax liabilities while ensuring regulatory compliance. By understanding your unique circumstances, we create customized tax plans that align with your financial goals and anticipate future business changes.
Advisory
We provide strategic advisory services for business growth and transition planning. Our expertise includes incorporation guidance, corporate structure optimization, and operational system development. Leveraging industry knowledge and professional networks, we help clients implement effective solutions for scaling their businesses and navigating complex financial decisions.
Bookkeeping
Our full-cycle bookkeeping services ensure accurate and up-to-date financial records for informed business decisions. We maintain comprehensive accounting systems that provide real-time financial visibility. From daily transactions to month-end reporting, our processes guarantee reliable data to track business performance and support strategic planning.
Estate Planning
We specialize in estate planning strategies to protect and transfer wealth efficiently. Our services include tax-efficient inheritance planning, trust establishment, and succession strategies. By combining tax expertise with financial planning, we help clients create comprehensive estate plans that preserve assets and meet long-term family objectives.
People
Katherine Sun
Founder & Certified Professional
Katherine Sun, CPA, CGA, CFP, established the firm in 2010 with expertise in tax planning and financial advisory. With international experience across multiple industries, she provides strategic guidance to individuals and businesses. Her commitment to personalized service and technical excellence drives the firm's client-focused approach.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including financial reporting, payroll processing, and corporate tax compliance tailored to small business needs.
Do you specialize in tax planning for new Canadian immigrants?
Yes, we offer specialized tax planning services for new immigrants, helping navigate Canadian tax obligations and optimize financial integration.
What are your office hours for in-person consultations?
Our Richmond office is open Monday-Friday 9am-5:30pm and Saturday 10am-4pm for face-to-face meetings.
Can you help with non-profit organization accounting requirements?
We specialize in non-profit accounting, providing tailored financial reporting and compliance services that address sector-specific challenges.
What certifications do your professionals hold?
Our team includes Chartered Professional Accountants (CPA) and Certified Financial Planners (CFP) with memberships in national accounting bodies.
Do you offer virtual accounting services outside Richmond?
Yes, we provide remote accounting and advisory services to clients throughout the Greater Vancouver area and beyond.
