Special Accounting Projects

Special Accounting Projects

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Corporate & High Net Worth Financial Advisory

At Liu & Associates, we specialize in providing expert financial guidance to both large businesses and high-net-worth individuals. Our services encompass a wide range of corporate finance solutions tailored to your unique needs.

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Services

Tax Planning Mid To Large Businesses

Our tax planning for large business services are designed to optimize your tax strategy.
We understand tax rules and will help you reduce taxes, increase deductions, and follow all tax laws. By strategically structuring your finances, we help you keep more of your hard-earned profits.

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Tax Planning High-Net-Worth Individuals

For high-net-worth individuals, tax planning is crucial. We provide personalized tax planning and wealth management to preserve and grow your wealth.
We provide white glove access to advisors in relation to tax, financial planning, and assistance with financing for projects.

Business owner reviewing long-term corporate and wealth planning strategy

Corporate Structuring

We can review your corporate structure and ensure that you are tax efficient and have the best planning possible for the future growth of family wealth, for your estate, or for the future sale of your company.

If you're starting or growing a business, our financial solutions can provide the funding you require.
We'll assist you in securing loans, evaluating investment options, and structuring deals that support your business's growth.

Liu & Associates is also here to help you capitalize on new opportunities.

Accountant reviewing financial records during a tax audit

Business Succession Plan

Proper business succession planning will ensure a smooth transition and the continuity of your enterprise.
At Liu & Associates, we'll guide you through this process. This includes choosing the right successors, establishing effective leadership, and protecting your business's legacy for generations to come.
Our comprehensive approach aims to preserve the values and culture that define your organization.

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Business Financing

Our goal is to empower you with the financial resources you need to achieve your business goals and be successful.

Business advisor and contractor reviewing expansion plans and project documents

Business Expansions

Expanding your business into new markets or product lines is a major decision. Our experts will help you with research, financial planning, and strategies to make sure your expansion is successful.
We'll help you identify growth opportunities and create a roadmap for a seamless and profitable expansion.

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Tax Issues related to Immigration or Emigration

We can help you navigate the tax consequences of emigration from Canada or plan the tax treatment of your assets on immigration to Canada. We will help ensure that are in the the most favourable position possible and help you with any tax filings necessary.

Advisors analyzing financial reports during a business sale planning meeting

Selling High-Net-Worth Businesses

Selling a high-net-worth business involves complex financial transactions. At Liu & Associates, we understand the unique challenges involved in these high-stakes transactions.
Our team assists you in determining the value of your business. We also help you find potential buyers and guide you through the sales process. Our goal is to ensure that you receive the maximum value for your efforts.

Purchase agreement documents prepared for asset protection planning

Assets Protection

We help you safeguard your wealth with comprehensive asset protection planning and strategies. We help secure your financial interests, shielding you from unforeseen risks and ensuring peace of mind for the future.

Magnifying glass reviewing financial documents and reports for asset protection planning

Are You Ready to Optimize Your Financial Strategy

Contact Liu & Associates today to discuss your corporate finance needs. Our team of experts is here to help you achieve financial success and security!

Testimonials

    
 
 
       Patrcia is the best! She has been very helpful in our journey of incorporating. She is always there to answer any questions and is quick to respond. I know she has my best interest with any steps we are taking in the future.
  
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   Stefanie Goodvin 
 
 
 
 
      Really great customer service. I had a rather unique situation regarding a personal income tax filing and they were kind enough to take the time and answer my question over the phone. Thanks so much!
  
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   Erik Nelson 
 
 
 
 
      I recently had my income taxes done by Liu & Associates.  I contacted Patricia by email to arrange for an initial consult and she made an appointment right away and from the emails alone I got a good vibe.  After leaving my initial consultation, I left with a great feeling my return will be done correctly and professionally and it was!!!  Everyone is very friendly, their office is convenient to get to and may I say its a beautiful office.  I am very pleased with their services and will definitely use them again and recommend them to my family and friends.  Thank you to everyone who worked on my file at Liu & Associates for making this experience a great one.
  
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   Tina P 
 
 
 
 
      Have been using Patricia, Raymond, Dwayne and their team for over 5 years both corporate and personal tax returns. Extremely knowledgeable for small business accounting, strategic planning, tax planning and more. If you're looking for reliable, small business accounting services and advice in Edmonton or Calgary, give them a call.
  
  Posted on Google  
 
    
   Andrew Forster

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