RECENT CASES

Carrie Liu

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 3: Recent engagements with new clients

Here are several instances of new clients we have engaged with in recent months:

1. Preparation of review engagements for various clients to meet bank and third parties’ requirements.

2. Tax planning and compliance for corporate and individual clients.

3. Planning for sales of the business.

4. Agreed upon procedures.

5. Year-end financial statements preparation and tax filings.

Consulting services.

 

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Case 2: Estate planning

We have recently onboarded Client B, a new high-net-worth individual referred to us...