To enrich clients’ wealth and quality of life by providing outstanding services of cross-border taxation among Canada, U.S. and China.

 

Profile

• Solid cross-border tax specialty with extensive experience gathered from renowned public accounting firms, such as PwC and BDO.
• Recognized as a highly competent when handling the most complicated cross-border tax issues.

 

Professional certification

• Enrolled Agent (EA) of Internal Revenue Service of the United States.
• Association of Chartered Certified Accountants (FCCA) of United Kingdom.
• Chartered Professional Accounts (CPA, CGA) of Ontario, Canada.

 

Advanced Tax Education & Training

• U.S. tax: Master in Taxation at Golden Gate University (in progress)
• Canadian tax: CICA In-Depth Tax Course Part I and II with Canadian Institute of Chartered Accountants
• U.K. tax: Overview of U.K. Tax and Law with the Association of Chartered Certified Accountants

 

Unique Strength

Proven track-records and sound knowledge in

• Preparing all types of Canadian and U.S. income tax returns, Individual, Corporation, Partnership, Trust and Estate.
• Servicing taxpayers worldwide, covering North America, Europe, Asia, South America and Australia.
• Servicing all types of taxpayers, corporate executives, business owners, professionals, high portfolio individuals, international assignees.

 

Commitments

• To maximize your tax savings
By integrating tax planning into compliance to identify and well utilize the tax saving opportunities.


• To minimize your tax hassles
By skillfully managing the process of dealing with CRA and IRS should audit or other tax disputes arise.