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Accounting 会计
Reliable financial reporting and a clearer view of where you stand.
ANNA WU ACCOUNTING & TAXATION
Clarity for the numbers that shape your life.
Anna Wu, CPA, CGA
Practical professional advice for individuals, families, entrepreneurs and privately held businesses.
Accounting · Taxation · Business Advisory
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MORE THAN NUMBERS
Good advice creates room to move.
Financial decisions rarely exist in isolation. A corporate decision may affect personal tax. A business sale may affect retirement. Estate planning may affect taxation, family members and business succession. Our approach is practical and broad-based: understand the client first, then understand the numbers.
Serving clients throughout the Lower Mainland and across British Columbia, with selected clients in other provinces across Canada.
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ACCOUNTING · TAXATION · BUSINESS ADVISORY
A complete view,
carefully held.
The work is technical. The relationship is personal.
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Taxation 税务
Thoughtful preparation and planning for individuals and businesses.
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Business Advisory 商业顾问
Practical perspective for decisions that carry weight.
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ANNA WU ACCOUNTING & TAXATION · PROFESSIONAL PRACTICE
ABOUT ANNA WU
An experienced perspective, personally delivered.
Anna Wu, CPA, CGA, is a Canadian Chartered Professional Accountant with extensive experience in accounting, taxation, business and professional advisory services.
Her work has included personal and corporate taxation, accounting and financial reporting, privately held and owner-managed businesses, business transactions, retirement-related planning, estate-related tax matters, succession considerations and complex situations involving more than one professional discipline.
The best work begins with listening carefully.
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Who we serve
Who we serve
A boutique practice for clients whose financial lives deserve context, discretion and continuity.
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Individuals & Families
Personal tax, property-related tax matters, retirement taxation, estate considerations and major financial transitions.
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Entrepreneurs & Owner-Managed Businesses
Accounting, tax planning and business advisory for entrepreneurs and closely held companies.
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Professionals & Professional Corporations
Corporate and personal tax matters for professionals operating individually or through corporations.
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Established Private Businesses
Accounting, corporate tax, financial reporting and business advisory.
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Retirees & Families Planning Ahead
Tax, retirement, estate and succession-related considerations.
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Industries We Serve
Industries We Serve
We serve clients across a broad range of industries, with practical experience supporting owner-managed businesses, professionals, privately held companies and family enterprises.
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Professional Services
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Retail & Franchise Businesses
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Restaurants & Hospitality
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Real Estate & Property Holdings
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Construction & Trades
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Import / Export & Trading
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Wholesale & Distribution
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Health & Wellness
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Education & Training
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Investment & Holding Companies
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Financial Services
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Property Management
TAXATION
Tax planning that feels considered, not reactive.
Tax compliance is only the beginning. Effective tax advice should consider not only the return being filed today, but also the decisions that may affect tomorrow.
Personal TaxCorporate TaxOwner-Manager TaxCRA MattersEstate & Retirement TaxTrust & Estate Tax MattersReal Estate & Property Tax ConsiderationsBusiness Transaction Tax Considerations
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Tax season is a moment in time.
Planning happens all year.
CURRENT TAX SEASON
Personal & Corporate Tax Services
Tax season does not need to be complicated.
Tax season does not need to be complicated. We assist individuals, families, business owners and corporations with Canadian income tax compliance and related tax matters.
Personal Tax Returns
Corporate Tax Returns
Self-Employed & Business Income
Investment & Property Matters
CRA Correspondence
ACCOUNTING
Accounting & Financial Reporting
Sound business decisions begin with reliable financial information. Our accounting services are designed primarily for privately held businesses and owner-managers who need practical financial reporting without unnecessary complexity.
Year-End Accounting
Compilation Engagements
Financial Statement Preparation
Bookkeeping Review & Oversight
GST/HST
Payroll
Corporate Records & Financial Organization
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BUSINESS ADVISORY
See your business with perspective.
Businesses evolve. Owners start companies, bring in partners, acquire assets, buy other businesses, restructure operations, plan succession and eventually consider retirement or sale. We help business owners understand the financial and tax implications behind these decisions.
Business StructuringIncorporationFinancial AnalysisCash Flow & Business PlanningPurchase of a BusinessSale of a BusinessBusiness ReorganizationSuccession & Continuity PlanningOwner-Manager Advisory
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A SIGNATURE PERSPECTIVE
Your business and your life are connected.
Business ownership, personal taxation, retirement, family wealth and succession are often interconnected. We help clients understand how one decision may affect another.
A decision to retain profits inside a corporation may influence retirement planning. Selling a company may create tax and estate consequences. Transferring a family business may affect several generations.
THE NEXT CHAPTER
Planning for retirement, estate and succession.
We provide accounting and tax guidance related to retirement, estate and succession planning, and work collaboratively with other qualified professionals where appropriate.
Retirement Income PlanningCorporate Assets at RetirementRRSP / RRIF ConsiderationsProperty & Investment Tax ConsiderationsEstate TaxationTrust-Related Tax MattersBusiness SuccessionIntergenerational Wealth Transfer ConsiderationsProfessional Coordination
RETIREMENT · ESTATE · SUCCESSION
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WHY WORK WITH US
Quiet confidence, built over time.
For the moments that deserve more than a quick answer.
Professional Experience
Years of Canadian accounting, tax and business experience.
Practical Perspective
Advice grounded in real-life business and financial decisions.
Long-Term Relationships
Support that evolves as clients’ circumstances change.
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A USEFUL CONVERSATION
When should you speak with an accountant?
A short conversation before a major decision can sometimes prevent a much larger problem afterwards.
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Client Perspectives
SELECTED CLIENT PERSPECTIVES
Client Perspectives
01–03 / 07
“Anna and her firm have consistently provided thoughtful, practical advice and helped us see the bigger picture behind both tax and business decisions. Our four companies have benefited from their services for more than 14 years.”
Joanna W.Restaurant Group Business Owner · Client since 2012“Anna’s experience, patience and professionalism have been invaluable in both our corporate and personal tax matters. She is a reliable accountant and trusted advisor whom we can always turn to.”
Lisa Z. & Kevin W.Retail Franchise Business Owners · Clients since 2006“We value Anna’s ability to explain complex issues clearly and provide reliable guidance over time. Her advice has helped us improve tax efficiency in our companies while making better long-term financial decisions personally.”
Andy L. & Elaina W.Education & Tutoring Franchise Business Owners · Clients since 2007SPECIALIZED & COLLABORATIVE SERVICES
The right people around the table.
Collaborative arrangements may be available for engagements requiring specialized assurance or other professional services.
BESTWIN RESOURCES
Beyond Accounting
For clients whose needs extend beyond accounting and taxation, Anna Wu Accounting & Taxation may work collaboratively with other qualified professionals and specialized service providers. Through Anna’s broader professional and community network, clients may also access information and resources involving business, retirement, seniors, education and related life transitions.
Explore Bestwin ResourcesNEWS & INSIGHTS
Latest News & Insights
Practical perspectives on taxation, accounting, business advisory, retirement and estate planning, and firm news.
Planning before a major tax decision
Why an early conversation can make a complex personal or business decision easier to evaluate.
Read articleFinancial information beyond compliance
Well-organized accounting records can support clearer conversations about performance, cash flow and future priorities.
Read articleQuestions to consider before business succession
Succession planning connects business continuity, taxation, retirement expectations and family considerations.
Read article11
Connect With Us
Connect With Us
A few simple ways to begin a conversation or save Anna’s professional details.
Save Anna Wu, CPA, CGA to Contacts
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CONTACT
Let’s begin with a conversation.
Tell us a little about what you are working through. We will respond with a considered next step.
Anna Wu Accounting & TaxationAnna Wu, CPA, CGA305–13888 Wireless Way
Richmond, BC V6V 0A3
CanadaTel: 604-317-9088Fax 236-895-0045 annacgacpa@hotmail.comanna@[final-domain]info@[final-domain] By appointment
Richmond, BC V6V 0A3
CanadaTel: 604-317-9088Fax 236-895-0045 annacgacpa@hotmail.comanna@[final-domain]info@[final-domain] By appointment
PROFESSIONAL DISCLAIMER
Professional Disclaimer
Information provided on this website is for general informational purposes only and should not be considered accounting, tax, legal, investment or other professional advice.
The application of tax and other laws depends on the specific facts and circumstances of each situation and may change over time.
No accountant-client or other professional relationship is created through the use of this website or by submitting an inquiry.
Professional advice should be obtained before acting on information contained on this website.