Business Details
43 Years
experience
Your Trusted Vancouver Tax Accounting Partner
David Chiu Inc. has been serving the Vancouver community since 1983, providing specialized tax and accounting services for individuals and businesses. Our team of Chartered Professional Accountants brings decades of combined experience in tax planning, preparation, and financial management. We focus on personalized service, helping clients minimize tax liabilities while optimizing financial outcomes. With expertise in corporate and personal tax accounting, we cater to small businesses, self-employed professionals, and individuals with complex financial situations. Our commitment to accuracy and client education ensures clients retain more of their hard-earned money.We offer tailored financial planning, bookkeeping, and retirement strategies, backed by certifications including CPA, CFP, and FCA (UK). Our proven track record includes resolving tax challenges for immigrants and emigrants, as well as supporting US citizens in Canada with cross-border tax compliance. Client testimonials highlight our efficiency, expertise, and ability to transform tax preparation from a burden into a strategic advantage. We prioritize transparency, proactive communication, and building long-term relationships with our clients.
Services
Tax Planning
Tax Preparation
Financial Statements
Bookkeeping
Retirement Planning
Investment Review
US Tax Compliance
Tax Troubleshooting
Details
- Year established: 1983
Highlights and features
- We have over 40 years of combined experience in tax accounting and financial planning.
- Our team consists of certified experts with CPA, CFP, and FCA (UK) designations.
- We specialize in resolving complex tax scenarios for self-employed professionals and small businesses.
- Our personalized approach ensures tailored tax minimization strategies for every client.
- We provide proactive deadline management and financial clarity for disorganized records.
Associations and certifications
- CPA Canada
- Certified Financial Planner Board of Standards
- Institute of Chartered Accountants of England and Wales
- The Institute of Internal Auditors
What people say
Efficient work
Quick and efficient team
Excellent prompt service
Patient help
Best tea in the world
Services
Tax Planning
Our tax planning services develop customized strategies to minimize liabilities for individuals and businesses. We analyze income patterns, deductions, and investments to optimize after-tax returns. With expertise in Canadian and cross-border tax regulations, we help clients structure finances for maximum efficiency while ensuring compliance with evolving tax laws.
Tax Preparation
We handle complex tax filings for T1 personal returns and T2 corporate returns. Our team specializes in unique scenarios like entertainment industry workers, commission agents, and small businesses. We transform disorganized records into accurate filings, ensuring deadlines are met while maximizing refunds and minimizing liabilities through meticulous documentation.
Financial Statements
We prepare professional financial statements for owner-managed corporations and small businesses. These statements provide actionable insights for decision-making while maintaining compliance with accounting standards. Our services include balance sheets, income statements, and cash flow analysis to support strategic business growth and lending requirements.
Retirement Planning
Our Certified Financial Planner develops comprehensive retirement strategies that integrate tax optimization and estate planning. We help clients transition smoothly from working years to retirement through trust planning, asset distribution strategies, and tax-efficient withdrawal plans that preserve wealth for future generations.
US Tax Compliance
We assist US citizens in Canada with mandatory 1040 and 1040NR filings. Our expertise covers FBAR reporting, FATCA compliance, and navigating US-Canada tax treaties. We help clients avoid penalties while optimizing tax positions through strategic planning for dual-residency situations and foreign asset disclosures.
People
David Chiu
CPA, CFP
David Chiu, BBA, CPA, CFP, graduated from Simon Fraser University in 2002. He has led David Chiu Inc. since 2003, specializing in tax optimization and financial planning. With expertise in organizing complex financial data, he helps clients achieve long-term financial security.
Colin Dowson
FCA (UK), CIA
Colin Dowson, FCA (UK), CIA, has provided accounting expertise since 1983. His experience spans financial accounting, tax planning, and internal audit. As a Fellow of the Institute of Chartered Accountants of England and Wales, he brings international perspective to client solutions.
Heather Miller
BA (Economics)
Heather Miller, BA (Economics), is a CPA finalist and senior staff accountant with over 15 years of experience. She specializes in corporate tax returns and financial statements for owner-managed businesses, combining technical expertise with personalized client service to achieve optimal tax outcomes.
Questions
What tax services do you offer for small businesses?
We provide T2 corporate tax returns, business planning for startups and home-based businesses, and tax minimization strategies tailored to small business needs.
Do you handle complex personal tax situations?
Yes, we specialize in unique cases including entertainment industry workers, commission agents, and self-employed professionals with complex income structures.
Can you help with US tax requirements for Canadian residents?
We assist US citizens in Canada with 1040 filings, FBAR reporting, and FATCA compliance while optimizing cross-border tax positions.
What accounting services are available for new businesses?
We offer accounting system setup, general ledger maintenance, bookkeeping, and financial statement compilation to establish strong financial foundations.
How do you support retirement planning?
Our CFP-certified team develops tax-efficient retirement strategies including trust planning, asset distribution, and estate preservation techniques.
