Lily is a Licensed Accountant in both Canada and the U.S with many years of experience since 1998.  Lily is able to file both the U.S. and Canadian tax for Individual and Corporation.  Lily is also authorized to represent the taxpayers before the IRS and CRA to deal with various tax matters and tax audits.

PROFESSIONAL CERTIFICATES

Chartered Professional Accountant, Certified General Accountant in Alberta Canada, 2015

Licensed Certified Public Accountant (License No. 065039484) in Illinois USA, 2012

Registered Certified Public Accountant (License No. 239026728) in Illinois USA, 2011

Certified General Accountant (Member No. 69346) in Alberta Canada, 2011

Certified General Accountant (Member No. C80332039) in Ontario Canada, 2010

EDUCATION

Certified Acceptance Agent allowed to certify Canadian passports for the IRS, 2021

Commissioner for Oaths in and for Alberta Canada by Alberta Justice Solicitor General, 2020

Registered E-filer with CRA and the IRS, since January 2019

Master in US taxation, Golden Gate University - Bruce F. Braden School of Taxation 2014-2017

Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course I, II, III, 2011-2013

Registered IRS U.S. Tax Preparer, since January 2012

Canadian Certified General Accountant, 2004-2010

Master in Accounting, University of Illinois at Urbana-Champaign, 2001

Bachelor in Economics, National Taiwan University, 1998

TAX PROFESSIONAL EXPERIENCE

Tax Partner U.S. & Canadian Tax - Lily Lo CPA Professional Corporation, 2019 - present

Senior Tax Manager - U.S. Tax Lead, RSM LLP, 2018

Senior Tax Manager - U.S. Tax Lead, Collins Barrow LLP, 2016-2018

Tax Manager - U.S. Tax, PricewaterhouseCoopers LLP, 2014-2016

Tax Manager - U.S. Tax, KPMG LLP, 2012-2014

Tax Manager - Canadian Tax, Deloitte LLP, 2011-2012

Tax Professional - Canadian Tax & U.S. Tax, KPMG LLP, 2006-2011

Senior Tax Accountant, Zeifman & Company LLP, Chartered Accountants, 2005-2006

Senior Tax Accountant, David T. C. Wong Accounting Firm, 2004-2005

Tax Counselor - U.S. Tax, IRS - AARP Tax Aide Program, 2003

Auditor, PricewaterhouseCoopers LLP, 1998-2000

MEMBERSHIP & VOLUNTEER

Chief Financial Officer, Director, VP Finance - Alberta Party, 2018

President, Taiwan Universities’ Alumni Association Alberta Chapter, 2017-2019

Director, Fukienese Association of Alberta, 2017 - present

Member, Taiwan Chamber of Commerce in Canada

Member, Taiwanese American CPA Association

Member, Chartered Professional Accountant in Alberta Canada

Member, Certified Public Accountant in Illinois USA