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Accountant at Work

OUR SERVICES

WHAT WE OFFER

Being an ever-evolving organization focused on Lean Principles, Technology Advancements, and Cloud-First Strategies, we strive to provide Elite Professional Service Experience to our clients, Canada-wide and Internationally. 

Our Unique Service Options:

  • Virtual/Remote Service

  • In-Person Office Appointments

  • Mobile On-Site & In-Home Service

In order to provide you with the best service solution,

please click on service category below that best describes your service needs:

Insurance Consultation

TAX SERVICES

Personal/Individual

  • Business

  • Unincorporated

  • Self-Employed

  • Contractors

  • Corporation

  • Trust

Learn More

BUSINESS SOLUTIONS

Small & Medium-Sized Business (SMB)

  • Full-Cycle Bookkeeping

  • Cloud Accounting

  • Sales Tax, Tax TSlip & Payroll

  • CRA Review & Audit Services

  • CFO Financial Services

  • Advisory & Compliance

  • Business Risk & Disaster Management

  • Bookkeeping & Accounting Review

  • Accounting System Setup & Training

  • E-Commerce Best Practice & Integration

  • Technology Integration Services

  • Process Improvement

  • Process Automation

  • Training & Seminar

Learn More

CONSULTATION

Personal/Individual

  • RRSP & Tax Planning Consultation

  • Budgeting & Forecasting

  • ​Business & Corporations

  • Consultation & Advisory

  • Process Efficiency

  • Technology Integration

  • Process Improvement & Automation

  • Start-Up, Registration, Incorporation, Dissolution

Learn More

QUICKBOOKS

Personal/Individual

  • Advance Certified

  • ELITE QuickBooks Proadvisors

  • ​Setup

  • Training

  • Migration​

  • APP Integration

  • Advisory & Support

  • Review & Feedback

  • E-Commerce Best Practices & Integration

  • External Accounting Controller Services

Learn More

OPTIONAL ADD-ON SERVICES

On-Site/In-Home Mobile Service $35 per Appointment *
 

  • flat rate for single or multiple client appointments; 

  • * additional surcharge applies for locations outside of City of Winnipeg area & Ile Des Chene

Notice of Assessment Requests $10 per assessment *

CRA Review & Audit Documents Submission Service $50 per submission*

CRA Review & Audit Response Service $150 per hour* 


 

  • * Please note NOA and CRA Review & Audit Documents Submission can also be accessed through the complimentary self-serve option in your CRA My Account,

  • please see further details on registration and account log in @ CRA Login Services. 

  • CRA Review & Audit Response generally involves gathering supporting documentation for CRA review & approval,

  • we provide complimentary service in providing clients with response guidance, best practice recommendations, and copies of tax forms that are requested by CRA,

  • we highly recommend clients to self-compile the documents and responses to CRA as clients are most familiar and have full access to their own copies of available supporting documents, and for purposes of minimizing professional service fee costs.

Printing Service $1 per page *

Third-Party Courier/Delivery Service $20 per one-way delivery *


 

  • * All correspondences (including copies of tax returns) are communicated electronically and archived with a 7-year retention period. 

  • Hard copies and third-party courier/delivery services are available and can be requested as an add-on service

Secure Parcel DropBox (No Charge)

 

  • Available for client self-serve drop-offs & pickups,

  • please contact for more details on the Secure DropBox location & security code required for pickups

  • What can I expect after notifying K Liu Accounting Services Inc. of fully completing my TaxFolder Client Portal uploads?
    For your convenience, we have created a helpful Tax Return Preparation Workflow Process Map to show you all the steps involved in our service process, so you know exactly what to expect each step of the way until the finish line.
  • Will I be able to discuss my tax return with a Tax Specialist?
    During your in-person appointment, we provide every client with the opportunity of discussing your tax results, reviewing the details of your tax forms, and obtaining expert advice on financial & tax planning questions. ​ For our virtual remote clients, once your preliminary tax return copy is shared with you for review and approval, you will get an email to schedule an optional follow-up conference call. During this conference call, we utilize screen-sharing features to view your tax return with you, providing you with the opportunity of discussing your tax results, reviewing the details of your tax forms, and obtaining expert advice on financial & tax planning questions. ​ If you have questions and concerns anytime during your service engagement process you are always welcome to Schedule A Call with us to discuss your needs, questions, and concerns.
  • What is your processing time?
    Please find below our most common services & processing time (from time of receiving your notification of complete information is fully uploaded into your TaxFolder Client Portal: ​ On-Site In-Home Services = We aim to complete service during your scheduled appointment ​ Personal Individual Tax Services = Same day up to 7 days ​ Business Individual Tax Services = Same day up to 7 days ​ Corporation Tax Services = 2-4 weeks ​ Business Solutions = Dependent on service type & complexity ​ Consultation = Provided during your scheduled appointment QuickBooks ProAdvisor Services = Training, review, and support services are provided during your scheduled appointment. Migration and setup services are depending on service request & complexity
  • I am not comfortable with virtual technology, what options are available to me to complete my tax service engagement?
    We strive to provide you with the best service experience that you very well deserve, therefore we have taken our client's various preferences, needs and limitations into consideration. We provide four service appointment format options: Virtual Remote Service Appointments K Liu Accounting Services Office Appointments On-Site* In-Home* Service Appointments Contactless Secure Document Drop Off Box located conveniently outside of our Residential Based Office Site with 24-7 access Documents Courier Service* ​ *On-Site In-Home Appointments are available on SATURDAYS ONLY *On-Site/Mobile Surcharge Applies to On-Site In-Home Appointments ​ *Third-Party Courier/Delivery Service Surcharge Applies to Document Courier Service per one-way delivery
  • I have many hardcopy documents, how can I easily submit this information through my TaxFolder Client Portal?
    We recommend for you to access the UPLOAD section of your TaxFolder Client Portal through your mobile phone web browser to access the camera feature of your phone, this will allow you to easily take clear images of your documents.
  • What are your service rates?
    Please access Our Services page, where you will be able to view service rates for the service(s) best suited to your needs. For clients seeking bookkeeping, accounting, and payroll management services, we offer Complimentary Client Intake Phone Call Appointments to further assess your business process and needs, a Complimentary Service Quote will be provided to you either during your call or soon after. With our 24 hours guaranteed response time, you will always be a VIP!!! If you have any questions or concerns, simply email or Schedule A Call with our Professional Tax & Accounting Specialists.
  • Who will be working on my client file?
    We have strategically developed our Team to be small in size, allowing our Trusted Team of Professional Tax & Accounting Specialists to maximize team & client collaboration, build strong and long-term relationships, and gain the ability to have hands-on involvement with each and every client file throughout all members within our Team. Our technology-driven processes allow us to achieve peak process efficiency, data accuracy, minimize billable time, and gain the ability to always take on new clients and existing clients' evolving service needs. Our clients will never feel like they are just a number nor shuffled around from staff to staff, as each Team Member takes due care and has familiarity with every single client file.
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