“CanadIAN ​& ​U.S. Licensed CPA”

LIly's BIO

Lily is a Licensed CPA in Canada and U.S with many years of experience since 1998.

A graduate of the University of Illinois at Urbana-Champaign where Lily earned her Master’s degree in Accounting, Lily has many years of public accounting and taxation experience.

She has experience acting in various taxation advisory capacities with KPMG, PricewaterhouseCoopers and Deloitte where she has provided U.S. taxation, Canadian taxation and U.S.-Canada Cross-Border taxation services. She has been providing these services to corporations, partnerships, trusts, estates, individuals, and non-residents. She also has experience analyzing U.S.-Canada tax treaties, identifying U.S.-Canada tax planning opportunities and consulting U.S.-Canada foreign assets disclosure requirements.

She qualified as a Certified General Accountant in 2010, obtained her U.S. Certified Public Accountant designation in 2011, and completed the CICA In-Depth Tax Program (level 1, 2 and 3) in 2013. She also completed her 2nd Master’s degree in U.S. Taxation from Golden Gate University in the U.S. in 2017.

Any question, please feel free to contact Lily at (780) 200-1400.

What our customers are saying

Lily is a higjly recommended professional accountant to help your life easy with not only CRA (Canada Revenue Agency) but also the U.S. IRS (Internal Revenue Service) !!

Steven Ma, President of  IP International

Lily 的介紹

Lily 是少數持有加拿大及美國會計師執照的高級會計師。20餘年資深專業經驗, 曾任全球著名大會計師事務所 - 畢馬威 (KPMG), 普華永道 (PWC), 德勤 (Deloitte), Collins Barrow LLP 等高級稅務會計師, 亞省台灣校友會會長, 亞省台灣商會會長, 亞省台灣傑人會會長, 亞省福建會理事, 亞省省選團隊首席財務官等; 加拿大會計師協會會員, 亞省會計師協會會員, 美國會計師協會會員

Lily 畢業於國立臺灣大學(National Taiwan University)及美國伊利諾大學香檳分校 (University of Illinois at Urbana-Champaign) 會計碩士學位,Lily 擁有多年的資深會計事務所經驗。Lily 於1998年國立台灣大學(台灣排名第一之最高學府)畢業後, 開始從事稅法及會計相關工作, 並曾任職於八家會計師事務所 (其中五家為全球排名前四大之國際性大型會計師事務所) 之稅務部門,在那裡 Lily 提供了美國稅務,加拿大稅務和美國 - 加拿大跨境稅務服務。 Lily 為加拿大及美國公司,合夥,信託,房地產,個人和非居民提供加拿大及美國的稅務服務。她還具有分析美國和加拿大的租稅協議條約,美國和加拿大的稅務規劃,以及諮詢美國和加拿大的海外資產披露要求的經驗。

Lily 於2010年獲得加拿大註冊會計師資格及執照,於2011年獲得美國伊利諾州會計師資格及執照,並於2013年完成加拿大 CICA In-Depth Income Tax Program (一級,二級和三級) 。 2017年, Lily 並完成其第二個碩士學位 - 美國金門大學美國稅務碩士學位。

需要諮詢,歡迎來電預約,或給 Lily 留言 (780) 200-1400。

Welcome to book an appointment and visit us!

New Client 10% off!!

Corporate Referral Program - 

Refer a friend we will thank you with a $100 gift card!

Downtown Office - #103, 10030-114 St, Edmonton AB

South Office - 3221A - 97 St, Edmonton AB 

D: 780-200-1400

E: [email protected]