We are very experienced with the special needs of Medical Doctors, Dentists, Business Owners, and Professional Services. After commencing her career with PwC (Price Waterhouse Coopers), Anne worked in the USA and Canada in various financial capacities before starting her own accounting practice in Toronto Ontario 20 years ago.
Anne Chun Professional Corporation focuses exclusively on business owners and professionals. We apply a "Proactive, Comprehensive and Integrated approach" to income tax, estate and retirement planning. We work, as a team, with your financial and legal advisors. Tax planning incorporates the clients' financial goals such as saving for a house, debt reduction, retirement savings etc.
Anne Chun Professional Corporation focuses exclusively on business owners and professionals. We apply a "Proactive, Comprehensive and Integrated approach" to income tax, estate and retirement planning. We work, as a team, with your financial and legal advisors. Tax planning incorporates the clients' financial goals such as saving for a house, debt reduction, retirement savings etc.
Services
The distinguishing feature of the practice is to use a comprehensive and integrated approach to tax, estate and retirement planning. In addition to compliance, Anne assists clients on how to use accounting information to grow and enhance their business. After commencing her career with Price Waterhouse, Anne has held senior positions in Banking and Real Estate both in the United States and Canada before starting her own practice 20 years ago.
In order to understand your priorities and services you require, we offer a 30-minute complimentary fact finding meeting or phone call. Based on the information gathered we then develop the list of work required and a fee quote. Based on your requirements, we would prepare an estimated "scope of work"-a list of work to complete and the estimated time to complete these.
These are excerpts from Anne's book "Planning your Financial Future", or articles published, and clients' cases (with names altered). The focus of this article is a discussion of the options and tax implications when aging parents, for medical issues, must make lifestyle changes. Different expenses have different tax treatments, and these can be confusing sometimes.
This may be the last thing that you'll think of, when your family members are ill or become disabled. But there may be some tax relief that you and your family can get. The weather has started turning cold and I can feel the dampness in the air. As I started to prepare ABC Corporation's tax returns, Jane, a long time client called me on this dreary day and sounded drearier herself.
Over the holidays, my client John invited me to his father-in-law, Fred's retirement party. Fred has been asking John a lot of questions about his retirement and John wanted Fred to talk to me. In this party, I also met Bryan, Fred's son. They are both starting a new phase in their lives and have "only just begun", as the song says.
Reviews
Be the first to review Chun A K.
Write a Review
