“Enthusiastic, dedicated and resourceful team making sure you are getting the services you need. Professional and creative strategies to ensure you get optimum return on your hard earned dollars. Always available to answer any queries you might have in a timely matter or new ideas you would like to pursue. Not just your normal 9 to 5 business, on numerous occasions I had support after normal business hours, above and beyond how a typical business would operate. They alleviate the pain and stress of the yearly tax burden which a lot of people dread. I truly feel that they are looking out for your best interest” – Norm
Liu & Associates is a professional accounting firm equipped to meet the needs of any sized business in the Edmonton and Calgary areas. We constantly strive to provide friendly, accurate customer service at all levels. Our representatives are trained to offer sophisticated and expansive financial management strategies, setting us apart from the competition.
We are dedicated to fiscal growth and development, backed by our years of diverse experience and familiarity with the industry. Our firm is committed to building strong relationships with our clients by custom tailoring services to customer specification.
Liu & Associates is an accredited member of the Canadian Institute of Chartered Accountants.
Services provided in both English & Cantonese.
Maintain a client centric environment.
Assess each client’s situation as a whole to address not only his current situation and needs but from accounting, tax, business and financial perspectives, determine an overall strategy to deal with the immediate, and also to assist our client in becoming a tax and accounting efficient operation so that they can accumulate wealth, be compliant with all the requirements of the Canada Revenue Agency and contribute in these ways to our client’s success.
Maintain and expand our firm’s knowledge and expertise by continuous professional training and keeping current with changes in accounting and tax issues as well as the socio economic trends and how these impact our clients.
Our firm is committed to building strong professional relationships with our clients to better meet the needs of individual business owners. At Liu & Associates, our years of experience and diverse knowledge of today’s taxation laws and accounting procedures, allow our firm to provide you with the most sophisticated tax planning advice.
In our 25 years of practice, we have established standards of work and academic requirement, as well as client service philosophies and the professional integrity that, we believe, sets our firm apart. We decided to be a client centric, service oriented, taxation and compliance current firm that could be our client’s one source, reliable, professional hub for their business, accounting, estate planning and tax needs and we work everyday to maintain this goal.
While each of the professionals of our firm are trained in a multi-disciplinary manner, each one of us also specializes in our areas of strength such as taxation, financial planning, tax planning, compliance requirements, financial analysis, financial reporting, bookkeeping, Quickbooks expertise, accounting systems design as well as business management and financing (to list a few areas).
As a new client making the first contact with us, you can expect to speak to a designated professional (eg, a CA, CMA, CGA) who will obtain a thorough understanding of your situation and needs.
Once the initial exploratory contact is made, the client’s situation is assessed as a whole to address not only his current situation and needs but from accounting, tax and financial perspectives, we determine an overall strategy to deal with the immediate and also to assist our client in becoming a tax and accounting efficient operation.
Our last step, once the immediate needs and make over or touch up to the client is complete, we can help the client look at long term planning. Our financial planning and tax professionals can help the client reach goals for growth of their businesses and also help their shareholders and principals establish and reach their retirement and estate goals with projections, realistic budgeting and even corporate or personal restructuring.
At the end of our process, our clients take away with them that we are knowledgeable, accessible, efficient, innovative, professionals ready to help them whenever they need us. They also come to the conclusion that our clients don’t have to just see us once a year, we can be there throughout the year when they make major decisions, when they want to take the leap or when they want to ponder the future.
Each one of our professionals under go continuous training yearly to ensure that our standards are maintained and their knowledge are up to date. Then, in order to achieve our standards and client centric goals, we became a team rather than partner oriented firm. This means that when you get one of us, you really are getting each and every one of us!
I engaged with Liu and Associates in the fall of 2013 and have been nothing short of pleased with the services that Patricia, Ray, Dwayne and the entire team have provided to me. Whether it is advice for personal tax savings or how to restructure my business to maximize tax savings and to plan for the future, their advice and services have been invaluable.
In particular Patricia Cheung’s kindness, personal attention and interest in my situation have provided me with the kind of support that one would never expect of an accounting firm. With her guidance and counsel I continue to gain greater confidence in managing my own finances and determining the future of my family. As a single parent this has been a godsend.
I would have no hesitation in recommending Liu and Associates to others and in fact have already recommended them to a few of my acquaintances and colleagues. Liu and Associates provides not only accounting services but also personal financial advice for financial planning. They are the whole package, professional, efficient with more than a personal touch.
Sincerely,
June Austin
Liu & Associates Testimonial – June Austin 2015