Carrie Liu


We offer a comprehensive range of accounting and tax services. Due to high demand, we currently only accept new corporate clients. The examples provided address common clients’ needs. Each case is unique. Once you become our customer, we will customize the plan based on your specific needs. Feel free to contact us to learn more about how we can tailor our services to your requirements.

Case 2: Estate planning

Client B, a high –wealth individual referred to us by an existing client, owns multiple businesses, properties, and investments. We facilitated the business transition to the next generation, reviewed the client’s will, estimated tax obligations and implemented tax planning in collaboration with the client’s lawyer. Our services included:

1. Business re-organization.
2. Will review and tax estimation.
3. Collaborative tax planning with the client’s lawyer.
4. Estate planning.

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