Carrie Liu brings a wealth of experience to her roles, having successfully founded and overseen the operations of two accounting firms. Prior to venturing into public practice, she honed her skills at a prominent "Big Four" accounting firm. With an extensive career spanning nearly two decades in both public practice and Chief Financial Officer (CFO) capacities, Carrie has cultivated specialized expertise in financial reporting, strategic tax planning, intricate tax compliance, and estate planning. Her focus centers on privately held enterprises and their stakeholders, spanning diverse industries.
Carrie's services encompass a comprehensive array of offerings, including meticulous review engagements, Compilation engagements, strategic tax planning, and seamless wealth transition planning across all stages of business evolution – from inception and growth phases to meticulous succession strategies. What sets Carrie apart is her unwavering dedication to delivering value-enhancing professional services. She is resolute in her objective to minimize income tax burdens while concurrently maximizing the accrual of wealth for her esteemed clientele.