Business Details
11 Years
experience
Trusted Accounting and Tax Services in Richmond, BC
Founded in 2015, Joanne Yh Liu provides comprehensive accounting, taxation, and consulting services to businesses and individuals. With over two decades of experience in finance and accounting, including roles in corporate banking and public accounting, our team combines technical expertise with deep community engagement. We hold prestigious accreditations including CPA, CGA, and PFP, and have been recognized with the 2024 Distinguished Service Award from CPA British Columbia. Our services span personal and corporate tax preparation, business registration, payroll management, estate planning, and specialized non-resident tax reporting for Canadian real estate.We prioritize financial literacy, offering bilingual seminars and tailored guidance for new immigrants. Our commitment to excellence is demonstrated through 100+ annual volunteer hours in community initiatives and strategic leadership in professional organizations. We utilize advanced accounting software and maintain partnerships with legal professionals for seamless business incorporation support. Our founder's background in international business development ensures culturally informed service delivery for diverse client needs.
Services
Accounting Software Setup
Tax Planning
Estate Administration
Payroll Services
Corporate Tax Returns
Non-Resident Tax Reporting
Financial Literacy Seminars
Details
- Year established: 2015
Highlights and features
- We offer 20+ years of combined experience in finance and public accounting
- Our team holds CPA, CGA, and PFP professional certifications
- We provide bilingual financial literacy seminars for new immigrants
- Specialized expertise in non-resident Canadian real estate tax reporting
- We maintain strategic partnerships for comprehensive business incorporation support
Associations and certifications
- CPA (Chartered Professional Accountant)
- CGA (Certified General Accountant)
- PFP (Personal Financial Planner)
- CPABC Distinguished Service Award
Services
Accounting Software Setup
We implement and train clients on accounting software solutions tailored to business needs. Our services include system configuration, data migration, and staff training for efficient financial management. This helps businesses streamline operations and maintain accurate records.
Non-Resident Tax Reporting
Our firm specializes in Canadian real estate tax compliance for non-residents, handling T2062 forms, Section 216 returns, and NR-series filings. We ensure proper tax withholding and reporting for foreign property owners, minimizing compliance risks.
Estate Administration
We guide executors through estate settlement processes, preparing T3 trust returns and finalizing tax matters. Our services ensure proper distribution of assets while maintaining tax compliance throughout the administration period.
Payroll Services
We manage complete payroll cycles including T4/T5 preparation, ROE processing, and government remittances. Our services cover source deductions, WSBC filings, and quarterly reporting requirements for businesses of all sizes.
Financial Literacy Seminars
We deliver bilingual (English/Chinese) financial education programs covering tax basics, investment strategies, and Canadian financial systems. These seminars help new immigrants understand local financial practices and build economic confidence.
People
Joanne YH Liu
Principal, CPA, CGA, PFP
CPA professional with 20+ years in finance and accounting, specializing in taxation and financial planning. Recipient of 2024 CPABC Distinguished Service Award for community contributions and financial literacy initiatives.
Questions
What accounting services do you offer?
We provide compilation engagements, bookkeeping, and accounting software setup for businesses of all sizes.
Do you handle cross-border tax reporting?
Yes, we specialize in non-resident disposition/rental tax returns for Canadian real estate (T2062, Section 216).
What tax planning services are available?
We offer personal and corporate tax planning, including GST/HST new housing rebates and international tax strategies.
Do you provide payroll services?
Yes, we manage payroll processing, T4/T5 slips, ROEs, and government remittances (GST, PST, WCB).
Are estate planning services available?
We provide comprehensive estate planning and administration services, including trust/estate tax returns (T3).
Do you offer financial literacy seminars?
Yes, we conduct bilingual (English/Chinese) financial literacy seminars for new immigrants and community organizations.
